How to Display a Rule or Instruction on a Form Only When a Value Exceeds a Defined Threshold (e.g., Reimbursement Rule)
In Jestor, an open card can have multiple forms side by side, and each one can bring instructions or text blocks that only appear when a specific condition is met, such as a value above a certain threshold.
Why use conditionals instead of leaving everything visible?
| Approach | Result |
|---|---|
| Always visible | Cluttered form, relevant instruction gets lost |
| Conditional by value | Instruction only appears when the case actually applies |
| Conditional by stage | Instruction appears only at the right step of the process |
How to configure a value-based conditional instruction?
- Add a text, image, or instruction block to the form.
- Link a conditional to a value field.
- Set the threshold — for example, "show reimbursement warning when the value exceeds 1,000."
- Combine with the process stage, if you also want the instruction to depend on the step.
Why choose Jestor for forms with specific rules?
Jestor lets you build multiple forms within the same card, each with its own conditionals, keeping the process clear for whoever fills it out without overloading the screen with rules that don't apply to that case.
Can the conditional instruction be linked to any value field?
Yes, the conditional can be configured to appear starting from a defined value in any numeric field.
Does this work only for text, or also for images?
It works for different block types, including long text and images, all able to receive the same conditional logic.
Can the conditional also depend on the process stage?
Yes, it's possible to combine the value condition with the stage the record is in.
Video Tutorial: Step by Step
Check out more practical tutorials on Jestor's YouTube channel.
Get to know Jestor
With Jestor, each form can show only what makes sense for that case, with conditional instructions by value or by stage.
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