Conditional Logic & Section Permissions in Ontraccr Card Designs

🧠 Conditional Logic & Section Permissions in Ontraccr Card Designs
 

Overview

Ontraccr card designs support conditional logic and permissions per section or field, allowing you to control who sees what, and when. This creates more dynamic, secure, and role-specific card layouts — without needing multiple card designs.

🎯 Why Use These Features?

Use conditional logic to:

• Show or hide sections based on other field values
• Simplify the card view by only showing relevant fields

Use section permissions to:

• Control who can view or edit sensitive fields (e.g., financials, HR info)
• Create multi-role workflows within a single card design
• Avoid clutter for users who only need to see part of the card

🧩 Setting Up Conditional Logic

1. Go to Settings > Boards
2. Open a card design and create or edit a field or section
3. Click on the gear icon beside the pencil (edit) icon within each section
4. Enable the checkbox: “Show this section conditionally”
5. Choose a trigger field
6. Set the value(s) that will cause the section or field to be shown
7. Save your changes

✅ That section or field will now only appear when the defined condition is met.

🔁 Example Conditional Logic

🔒 Setting Up Section Permissions

1. While editing a field or section, scroll to the Restrict Permissions section
    
2. Choose:

• People by Roles, Teams, or Users
• Configure View access (e.g., “Only PMs and Estimators”)
• Configure Edit access (e.g., “Admins only”)

  3. Save the card design

✅ Users without access won’t see or be able to edit the section.

✅ Example Use Cases

🧠 Tips & Edge Cases

• Conditional logic only affects the visual interface — hidden fields are still technically stored
• Permissions can be based on role or division, depending on how your org is structured
• Use these tools to reduce confusion and protect sensitive data
• Great for boards shared across multiple teams with different responsibilities