How to show conditional fields on a card cover

Conditional fields on a card let the cover display different information depending on the record's situation, not just its stage. In Jestor, any condition can control which fields and buttons appear on the outside of the card, using either show or hide logic.

Why stage alone is not enough

Configuring the card by stage covers the common case: show the contract field at closing, hide it earlier. It falls short when relevance depends on something else.

An approval button should appear only on records awaiting approval. An overdue warning should appear only when the date has passed. Neither maps cleanly to a stage.

Where conditions beat stages:

  • An approval button shown only to records awaiting a decision
  • A warning appearing only when a deadline is missed
  • A field displayed only above a certain amount
  • A tag shown only for a specific client type
  • A button hidden once the action has been taken

Show logic or hide logic

ApproachDefault stateBest when
Hide by default, show on conditionCard starts minimalMost fields are rarely relevant
Show by default, hide on conditionCard starts completeMost fields are usually relevant

Step by step to configure it

  1. Open the board and go into the edit view.
  2. Find the card cover settings, alongside the color and open card conditionals.
  3. Select fields displayed on the card as the area to configure.
  4. Choose your logic, hiding by default and revealing, or the opposite.
  5. Write the condition, based on any field, not only the stage.
  6. Include buttons where an action should only appear in certain situations.

Why this reduces mistakes, not just clutter

A button that is always visible will eventually be clicked at the wrong moment. Making the action appear only when it is valid is a form of guardrail, and a gentler one than an error message after the fact.

  • Any condition, not only stage: relevance defined by the data
  • Buttons included: actions appear only when they apply
  • Two logics available: show on condition or hide on condition
  • Configured like other conditionals: the same familiar interface

Frequently Asked Questions

Can I control buttons as well as fields?

Yes. Conditions can determine whether a button appears on the card cover. See jestor.com.

Does this only work by stage?

No. Any condition can be used, not just the stage of the card.

Can I start with a minimal card and reveal fields?

Yes. Both hide by default and show by default are supported.

Video Tutorial: Step by Step

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