Question:

What do conditional fields mean when creating a report in PromoMats and Medical?

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

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