Create Conditional Logic with Infinite Options

Infinite Options supports applying conditional logic between options. If you have a product with multiple options, this will allow you to use conditional rules to show or hide options depending on if a specific option is selected.

The conditional logic feature allows for many different use cases. Listed below are some common examples. Click on any of the following examples for further instructions.

Conditional Logic for Engraving Cost

In this scenario, we'll be showcasing how to display an engraving text box when a bundled checkbox is selected.

Here is a tutorial video showing this feature and explaining how to create it:

To set this up, you will want to set up a conditional option to connect with a bundled option.  The rest of this document will walk you through how to set this up.  Follow the step-by-step instructions below or watch the video above for information on how to create such a product page.

1. Create a checkbox, dropdown, or radio button option that asks if the customer wants to add embroidery/engraving.  

2. Bundle an engraving/embroidery product to the value that represents "yes".  In this case, the value is the "Yes please +$5".  To bundle this, click on the price tag icon to the right of the value.  

3. Make sure you have a product created for this bundled option.  In this case, I will be using a product called Embroidery Charge:

4. Click through the bundling process by clicking Add product bundle. Then, select the product, click on Add, then click Done.  

5. Next, you will create the text box option where the customer will input the embroidery/engraving text.  To do so, click on Add Another Custom Field at the bottom of that option set.

6. Then input the desired label and field name.

7. Lastly, you will need to create a conditional rule to show this text box when the customer selects the value "Yes please! +$5".  To do so, open up the Show Advanced Options menu, then click Create a new conditional rule.  

8. Create this conditional rule to show when the Field Name contains your affirmative value above.

Save your changes! Now you have created a product bundle with a conditionally connected text box.  Nice!

Conditional Logic for Multiple Engraving Initials

In this scenario, we'll be showcasing how to display more text boxes depending on the previous dropdown selection.

One example would be a necklace product that displays an extra text box for each extra initial that the customer wants on said necklace. This would look something like this:

To set this up you will want to set up some conditional rules.  The rest of this document will walk you through how to make these conditional rules.  Follow the step-by-step instructions below, or watch the video for information on how to create such a product page.

Note: This video will display an older version of the app dashboard but the instructions below are updated.

1. Create a custom field in a new option set.  The first custom field should look something like this:

2. Since my first custom field (Number of Letters) allows the customer to select 1, 2, or 3 initial letters, we need to make three additional custom fields for each initial. Create an another custom field for the the first conditional option, 1st Initial.  This is what the field should look like:

3. Here is what the advanced field will look like from the above custom field, 1st Initial. We set the value to 0 since we want this this option, 1st Initial, to show when the customer selects any "Number of Letters" value greater than 0:

4. Then, create an another custom field for the the second conditional option, 2nd Initial. 

5. Here is what the advanced field will look like from the above custom field, 2nd Initial (notice the one thing that changed is the "Greater than" number). We want the 2nd Initial option to show when a customer selects any "Number of Letters" value greater than 1:

6. Lastly, create the last custom field for the the third conditional option, 3rd Initial. 

7. Here is what the advanced field will look like from the above custom field, 3rd Initial. We want the 3rd Initial option to show when a customer selects a "Number of Letters" value greater than 2:

8. Then, save your changes! You are all set! 🎉

Conditional Logic for Sub-Menus

In this scenario, we'll be showcasing how to create sub-menus for a phone case product.

Check out how the feature works in this video:

Check out the following steps on how to get this feature set up. For a refresher on how create options with the app, we recommend checking out this guide: Click here!

1. We'll start out by creating an option set assigned to the phone case product itself. The first option created is to select the type of phone, Android or iPhone. We are using the drop-down menu input type.

2. We will now create some option fields for the sub-menus themselves, in this case, for the type of Android and iPhone models to choose from. These will be in the same Option Set, so you just need to click on the Add another custom field button. 

Here's what we set up for the Android Model option field:

Near the bottom of the option, you will need to click on the Show Advanced Options button to see some more settings to adjust, including the Conditional Logic settings.

Here's how we set up the conditional logic to have this Android Model option only display if that is chosen in the first Phone Type option.

3. Once you click on Create a new conditional rule, you can set it up as follows:

The first field, Phone Type, "Phone Type", will show up as an auto-select option when you enter in the Field Name from the previous field. You'll then want to type out the exact value that you want to cause the field to display, in this case, Android

4. You can then create another field and do the same for iPhone

In this situation, the conditional logic rule has iPhone set for the value.

To create a cascading sub-menu option, we can create another sub-menu for Google devices within the Android Phone Type option. 

5. We would just need to add another custom field and set it up as follows: 

In this situation, the conditional logic rule has Android Model, "Android Model" as the field name and Google as the value. 
You can add as many separate branching and cascading sub-menus as you'd like using the conditional logic rule. 

6. Be sure to save your changes and test out your options to make sure they work just right.  🎉

Conditional Logic with Swatches

Infinite Options supports applying conditional logic to swatches and vice versa.

Scenario One

One example would be displaying a textbox option based on a specific swatch value option selection.

Instructions

Check out the following steps on how to get this set up. For a refresher on how create conditional logic, we recommend checking out this guide: Click here! For a refresher on how to create swatches, we recommend checking out this guide: Click here!

1. To start off, you will want to create your first option that will display the swatches. In this case, we created different types of swatch values displaying different fonts. 

2. Then, you will want to create the second option that will display depending on the swatch option value selection. In this case, we created a textbox option asking which custom font the customer would rather have. 

3. Lastly, you will want to click on  Show Advanced Options under the second option. Then, click on the correct field name and make sure that it contains your affirmative value above. Pick the field name of the option that you would like your second option to depend on. 

4. Save your changes. You are all set!

Scenario Two

One example would be displaying colors based on the previous option value selection.

Instructions

Check out the following steps on how to get this set up. For a refresher on how create conditional logic, we recommend checking out this guide: Click here! For a refresher on how to create swatches, we recommend checking out this guide: Click here!

1. To start off, you will want to create your primary option. In this case, we created a checkbox option asking whether the customer would like their shirt in a different color or not. 

2. Then, you will want to create the second option as a Swatches Input Type. Go through the process and upload images or pick colors per each swatch value.

3. Lastly, you will want to click on Show Advanced Options under the swatch option. Then, click on the correct field name and make sure that it contains your affirmative value above. Pick the field name of the option that you would like your swatch option to depend on. 

4. Save your changes. You are all set! 


Curious about the basic setup?

Follow the steps below.

1. In your Infinite Options dashboard, create two options fields within an Option Set. (learn all about the setting up option fields with this tutorial video - click here!)

2. In your first option field, select Radio Buttons as the input type and add in the values "Yes" and "No".

3. In your second option field, select Text as the input type.

4. Click on Show Advanced Options in your second option field.

5. Click on Create a new conditional rule in the Conditional Logic section.

By default, options are set to show depending on if all the following conditional rules match.

6. Click on the Field Name drop down menu and select the field name and label that corresponds to your first option field.

7. If you would like your second option field to display if "Yes" is selected on the first option field, write "Yes" in the text field after the Contains drop down menu.

8. Click the Save Changes button at the top right of the dashboard.

You have now created a simple conditional logic flow. Good work! 👍

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