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      Using addy Business Fields in Forms: A Guide for Administrators

      Integrate addy Business fields and files into Forms, allowing for dynamic form behavior based on addy Business data. Create sophisticated forms without coding, with conditional display options from addy Business

      1. Adding addy Business Fields to Forms

      How to Add

      • Look for the purple "+ Add addy Business Field" button in the Forms interface
      • Click to open the selection modal
      • Use the familiar Tree interface (similar to the dataroom) to select your field 
      Benefits
      • Automatic Configuration: Fields are automatically:
      • Tagged with correct Data Type
      • Set as editable by Issuer
      • Linked to corresponding addy Business data

      2. Conditional Display Options

       Setting Up Conditions
      • Navigate to "Advanced Options" in the form field settings
      • Find "Conditional Display" dropdown
      • Select "It depends upon something in addy Business"
      • Use Tree select interface to choose: 
      • addy Business Field
      • Data Room File

        Condition Types

         For Fields:
        • Enter specific values that trigger display
        • Example: Show field only for Core/Opportunistic issuances
         For Files:
        • Simple presence/absence condition
        • Field displays when file exists