---
title: "Conditional Logic & Section Permissions in Ontraccr Card Designs"
url: "https://help.ontraccr.com/en/article/conditional-logic-section-permissions-in-ontraccr-card-designs"
language: "en"
last_updated: "2025-05-27T17:50:32.312Z"
---

# 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.

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## **🎯 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

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## **🧩 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.

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### 🔁 Example Conditional Logic

| If Field | Equals | Then Show |
| --- | --- | --- |
| Request Type | “Custom” | “Custom Quote Fields” section |
| Is Equipment Needed? | Yes | Equipment Assignment Fields |
| Division | “Service” | Service-Specific Details section |

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## **🔒 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.

  
 

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## **✅ Example Use Cases**

| Section | Visibility |
| --- | --- |
| Pricing & Budget | View/Edit: Admins & Estimators only |
| Internal Notes | View: Office roles only |
| HR Onboarding Info | View/Edit: HR department only |
| Supervisor Review | View: All, Edit: PMs only |

* * *

## **🧠 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