{"id":2810,"date":"2025-04-24T09:21:48","date_gmt":"2025-04-24T09:21:48","guid":{"rendered":"https:\/\/contentsnare.com\/help\/?post_type=ht_kb&#038;p=2810"},"modified":"2025-04-24T09:21:51","modified_gmt":"2025-04-24T09:21:51","slug":"internal-fields","status":"publish","type":"ht_kb","link":"https:\/\/help.contentsnare.com\/knowledge-base\/internal-fields\/","title":{"rendered":"How do internal fields work?"},"content":{"rendered":"\n<p>Internal fields allow team members to store and manage internal information that is <strong>never visible to clients<\/strong>.&nbsp;<\/p>\n\n\n\n<p>These fields can hold notes, files, checklists, or other details that help streamline workflows. Unlike standard fields, internal fields do not contribute to client to-do lists or completed task counters.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">How to enable internal fields<\/h2>\n\n\n\n<p>To enable internal fields, activate the <strong>Internal use only <\/strong>option in the right bar when editing a given field:<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"386\" src=\"https:\/\/help.contentsnare.com\/wp-content\/uploads\/2025\/04\/unnamed-1024x386.png\" alt=\"\" class=\"wp-image-2811\" srcset=\"https:\/\/help.contentsnare.com\/wp-content\/uploads\/2025\/04\/unnamed-1024x386.png 1024w, https:\/\/help.contentsnare.com\/wp-content\/uploads\/2025\/04\/unnamed-300x113.png 300w, https:\/\/help.contentsnare.com\/wp-content\/uploads\/2025\/04\/unnamed-768x290.png 768w, https:\/\/help.contentsnare.com\/wp-content\/uploads\/2025\/04\/unnamed-50x19.png 50w, https:\/\/help.contentsnare.com\/wp-content\/uploads\/2025\/04\/unnamed-60x23.png 60w, https:\/\/help.contentsnare.com\/wp-content\/uploads\/2025\/04\/unnamed-100x38.png 100w, https:\/\/help.contentsnare.com\/wp-content\/uploads\/2025\/04\/unnamed.png 1358w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><td><strong>Note<\/strong>: Any field type except ID Verification can be marked as an internal.<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p>Internal fields can be helpful in various scenarios, such as:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Tracking internal tasks<\/strong> \u2013 Use a checklist to manage onboarding steps outside of Content Snare<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Storing internal files<\/strong> \u2013 Keep internal documents related to a client (e.g., agreements, internal notes, or audit files)<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Conditional logic control<\/strong> \u2013 Use internal fields to show or hide sections within a request, creating a more tailored experience for clients<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">Internal field options<\/h2>\n\n\n\n<p>Values stored in internal fields can be <a href=\"https:\/\/help.contentsnare.com\/knowledge-base\/confidential-fields\/\">confidential<\/a>, meaning they require a password to unlock and access:<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"865\" height=\"236\" src=\"https:\/\/help.contentsnare.com\/wp-content\/uploads\/2025\/04\/unnamed1.png\" alt=\"\" class=\"wp-image-2812\" srcset=\"https:\/\/help.contentsnare.com\/wp-content\/uploads\/2025\/04\/unnamed1.png 865w, https:\/\/help.contentsnare.com\/wp-content\/uploads\/2025\/04\/unnamed1-300x82.png 300w, https:\/\/help.contentsnare.com\/wp-content\/uploads\/2025\/04\/unnamed1-768x210.png 768w, https:\/\/help.contentsnare.com\/wp-content\/uploads\/2025\/04\/unnamed1-50x14.png 50w, https:\/\/help.contentsnare.com\/wp-content\/uploads\/2025\/04\/unnamed1-60x16.png 60w, https:\/\/help.contentsnare.com\/wp-content\/uploads\/2025\/04\/unnamed1-100x27.png 100w\" sizes=\"auto, (max-width: 865px) 100vw, 865px\" \/><\/figure>\n\n\n\n<p>You can also add <strong>internal comments<\/strong> to these fields, but only team members can view them. In addition, internal fields support instructions, just like regular fields.<\/p>\n\n\n\n<p>In case an <strong>entire section consists only of internal fields<\/strong>, the system will not display it to the client. However, if the section contains instructions, it will still be shown to the client with a Next button, acting as an instruction block.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Conditional logic and internal fields<\/h2>\n\n\n\n<p>It is also possible to use internal fields to set conditions in conditional logic, but with some key considerations.&nbsp;<\/p>\n\n\n\n<p>Since clients never receive internal field values, the hidden\/shown status of related fields is determined only when a team member views or edits the request. Clients will only see the last saved version of a request, reflecting the latest conditional logic status. If an internal field is linked to both an internal and a standard field, the logic still runs only when a team member updates the request.<\/p>\n\n\n\n<p>For example, a team member might create an internal field with checkboxes like:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Owns a company<\/li>\n\n\n\n<li>Owns crypto<\/li>\n\n\n\n<li>Owns a house<\/li>\n<\/ul>\n\n\n\n<p>Based on these selections, the system is able to dynamically show or hide sections related to those topics. The client will only see a personalized version of the request without knowledge of the internal selections.<\/p>\n\n\n\n<p><strong>Related post:<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/help.contentsnare.com\/knowledge-base\/confidential-fields\/\">How do confidential fields work?<\/a><\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>Internal fields allow team members to store and manage internal information that is never visible to clients.&nbsp; These fields can hold notes, files, checklists, or other details that help streamline workflows. Unlike standard fields, internal fields do not contribute to client to-do lists or completed task counters. How to enable&#8230;<\/p>\n","protected":false},"author":1,"comment_status":"closed","ping_status":"closed","template":"","format":"standard","meta":{"footnotes":""},"ht-kb-category":[1045],"ht-kb-tag":[],"class_list":["post-2810","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-field-options"],"_links":{"self":[{"href":"https:\/\/help.contentsnare.com\/wp-json\/wp\/v2\/ht-kb\/2810","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/help.contentsnare.com\/wp-json\/wp\/v2\/ht-kb"}],"about":[{"href":"https:\/\/help.contentsnare.com\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/help.contentsnare.com\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/help.contentsnare.com\/wp-json\/wp\/v2\/comments?post=2810"}],"version-history":[{"count":1,"href":"https:\/\/help.contentsnare.com\/wp-json\/wp\/v2\/ht-kb\/2810\/revisions"}],"predecessor-version":[{"id":2813,"href":"https:\/\/help.contentsnare.com\/wp-json\/wp\/v2\/ht-kb\/2810\/revisions\/2813"}],"wp:attachment":[{"href":"https:\/\/help.contentsnare.com\/wp-json\/wp\/v2\/media?parent=2810"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/help.contentsnare.com\/wp-json\/wp\/v2\/ht-kb-category?post=2810"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/help.contentsnare.com\/wp-json\/wp\/v2\/ht-kb-tag?post=2810"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}