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How to hide a user profile field using the filtering

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Hiding a user profile field using filters until it becomes relevant can be useful if there are a lot of different user profile fields. This guide will quickly give an example of how this can be set up

Sections in this article:

Prerequisites

 
  • Admin access in Templafy tenant

 

Finished Result

HiddenUserProfileFieldUntilSelectionIsMade.gif

 

 

Datasource Configuration

 

Configuration to get the behavior seen in "Finished result" can be set up like the following in Datasources:

ReferencesDatasource.png

Cities is the data source we can see opened on the right side in the above screenshot.
Set up as a dropdown field in the user profile labelled "City", which is seen on the left side.

Country in the Schema for Cities is a reference to the data source: Countries. Which is set up as a dropdown field in the user profile labelled as "Country"

Doing this allows the admin to configure a filter in the City user profile field dropdown, set to "Country"

Here is another view showing how Countries Data source is added into the Cities Data source, using the "Reference" schema field type added to Cities.

ReferencesDatasource2.png

 

User Profile Configuration

Configuration to get the above behavior can be set up like the following in the User profile:

In Admin Center of your Templafy tenant, go to Users -> User Profile -> Edit Form

See below screenshots for the exact configuration, but summed up:

  • City has a filter set up in the configuration tab for Country.
  • Countryneeds to be set as a required field in the "General" tab.
  • City needs to be set as a NOT required field in the "General" tab and have Hide if no user interaction enabled.
  • Then City will only show up if a user selects a value in Country

 

Country-General-Configuration.pngCity-General-Configuration.png

 

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filters user profile
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