Question:
What do conditional fields mean when creating a report in PromoMats?
Answer:
Conditional fields let the user set up labels based on other field values.
Example:
The Status Group conditional field could look at Document Status for documents with different lifecycles and groups those statuses together:
- Complete label for Approved
- Approved for Use
- Approved for Distribution
- In Progress for Pending Review
- In Review
- In Approval
- etc.
The user can use the conditional field for grouping or as a column in a tabular report. Conditional fields cannot be used as filters on the report.
Conditional fields are available for all Report Types except:
- Distribution
- Binder
- Read & Understood
Related Documentation:
Vault Help Documentation: Conditional Fields