Create a Client Contact Type Picker in your Custom Intake Form

Learn how to use Conditional Formatting in the Intake Form builder to populate your contact cards with the correct contact type (Person or Organisation/Company).

Step 1: Create a group of fields for Person contacts

1. In the Intake Form builder, drag a new Group of fields component into the desired section. Give this group a relevant name such as "Personal Details" or "Individual Details".

   

2. Drag in Mapped fields into this group. Ensure these mapped fields are located in Person field types, e.g. Prospective Client > Person or Additional Contact > Person.
   
3. Drag and/or rename the components to your preference.

Step 2: Create a group of fields for Company contacts

1. Drag a new Group of fields component under the Group of fields you created in Step 1. Give this group a relevant name such as "Company Details" or "Business Details".
   
2. Drag in Mapped fields into this group. Ensure these mapped fields are located in Company field types, e.g. Prospective Client > Company or Additional Contact > Company.
   
3. Drag and/or rename the components to your preference.

Step 3: Create a Contact Type Picker

Drag a Single select choice component to the top of the form. Enter the following information:

Are you completing this form as:

• An Individual/Person
• A Company/Business

Step 4: Apply Conditional Logic to link it all up

1. In the Single select component, select the Conditional logic icon on the bottom-right corner (the two arrows).
   
2. Select Add condition.
   
3. Choose the following options in the drop-down menus:
   • Choice: is
   • Answer: An Individual/Person
   • Result: Show
   • Component: Group
   • Group: Individual Details

     

4. Select Add condition again.
   
5. Choose the following options in the drop-down menus:
   • Choice: is
   • Answer: A Company/Business
   • Result: Show
   • Component: Group
   • Group: Company Details

     

6. Select Save.

Step 5: Test the flow

Select Preview form at the top of the Intake Form builder. The form will now guide the user to first select whether they are an individual or a company, and then present the relevant fields. 

This ensures that the correct mapped fields are populated and that the matter will include either a Person contact or a Company contact accordingly.