Controlling visibility

How to use visibility conditions on sections, groups, and items, and how to set conditional visibility on individual table rows.

Visibility conditions

What are visibility conditions?

Visibility conditions control whether an entire section, group, or item appears in the report. Unlike conditional blocks (which control content within an item), visibility conditions are all-or-nothing - the entire element either appears or is hidden.

For example, the GST section may have a visibility condition that checks whether the purchase involves GST. If it doesn't, the entire section - including all its groups and items - is hidden from the report.

How visibility conditions differ from conditional blocks

Visibility conditions control whether a whole section, group, or item appears. They are set in the Settings tab of a section, group, or item. It's all-or-nothing for the entire element.
Conditional blocks control which content appears within an item. They are placed inside the item content editor and can show or hide individual paragraphs or sentences.

Use visibility conditions when you want to hide an entire element. Use conditional blocks when you want different content within the same item depending on the data.

Setting visibility conditions

Open the settings for a section, group, or item.
In the Visibility Conditions section, click to add a condition.
Choose the field, operator, and value.

Visibility condition builder showing a configured condition with field, operator, and value

Multiple conditions (AND logic)

When you add multiple visibility conditions to the same element, all conditions must be met for the element to appear.

For example, if a section has two conditions:

Strata plan exists AND
Not Unregistered title

Both must be true for the section to appear in the report.

Other visibility mechanisms

Items can also be hidden by their primary field's visibility setting, which acts as an additional guard. If the reviewer hides a field during the review, any template items linked to that field are automatically hidden.

The Always Visible toggle overrides both visibility conditions and the primary field guard.

Table row visibility

In addition to controlling the visibility of entire sections, groups, and items, you can control the visibility of individual rows within a table. This allows you to create tables where certain rows only appear when specific conditions are met, while the rest of the table remains visible.

When to use table row visibility

Table row visibility is useful when you have a table that should always appear in the report, but some rows are only relevant in certain situations. For example:

A property details table where a "strata lot" row should only appear for strata properties
A summary table where certain line items depend on the type of transaction
A costs table where the purchase price is shown only when it is known

Setting row visibility

In the item editor, click on a table row to select it.
Use the row visibility controls that appear in the table handles.
Set the condition that determines when this row should appear.

Table row context menu showing the Visibility conditions option

Each row's condition works the same way as visibility conditions on sections, groups, and items - you choose a field, operator, and value. When the condition is not met, the row is hidden and the table renders without it.

Unlike visibility conditions on a section, group, or item (which hide the entire thing including all of its content), table row visibility hides only that single row while keeping the rest of the table visible. This means you can have a single table that adapts its rows to the review data without needing to create separate items for each variation.

Rows without conditions

Table rows without any visibility condition always appear in the report. You only need to set conditions on rows that should sometimes be hidden.