Conditional Logic allows you to show or hide a field (or entire section) based on what the user selects for another field on a form.
For example, you might have a field asking users "How would you rate the service we offered?" If a user selects Poor, you might want to display an additional field for comments so the user can enter details on his or her experience. Below you'll find a video on how to this up for yourself or detailed instructions based on your preference.
Sections:
How to setup Conditional Logic video
Adding Logic to Your Field
Creating Your Logic Rule
Conditional Logic for Sections
Determining if a Field Has Logic
Removing Logic
Video
Adding Logic to Your Field
To use Conditional Logic, click on a field within the form builder to edit it. This is the field you will show or hide based on choices made in previous fields. Once you've clicked and highlighted the field you'd like to apply the logic to, Click the chevron next to Logic and then click the button "+ Add Logic" button. From here, you can add Logic to your form.
Creating Your Logic Rule
First, choose whether you want to hide or show the field depending on the logic.
Next, add the field on your form that you want to determine the criteria. In this example, we want to show our field when a customer chooses Poor in the Dropdown List field that asks them how they would rate their service.
We also want this field to display if a Customer chooses Good. To add additional criteria, click the + Add Another button.
Since customers can only choose one option, we want to make sure we change our criteria to show when Any of the following rules match. This creates an either/or situation.
Each of the rules you set up must be based on a Date/Time, Dropdown List, Checkbox, Number, Event, or Radio Button field. Select the field you want to view and its respective option. You can add or delete criteria by clicking on the plus and minus icons.
NOTE: As stated above, your form MUST contain a field with options or a Number field in order for you to use the Conditional Logic feature.
Determining if a Field Has Logic
The field that has logic applied will display a purple LOGIC symbol telling you that the field has conditional logic applied to it.
Conditional Logic for Sections
Just as you can use Conditional Logic for fields, you can also use this feature for entire sections on forms. This is perfect for long forms that may have multiple sections that all users do not need to fill out. You do not need to apply logic to every field inside of a section, just the section itself because any logic applied to a section will also be applied to all fields within that section.
NOTE: On Multi-Page Forms, we do not recommend using logic on a section that is set to "Start a New Page." If the conditions are not met for this section to show, the entire page will be hidden, including other sections that would be on the same page. In this way, succeeding fields and sections "inherit" the logic of the section starting the page. If the top section on a page must be hidden by logic, we recommend adding a blank section above it (with no logic applied to it) that will "Start a New Page" instead.
Removing Logic
Conditional Logic may be deleted or edited at any time. To access the logic to make changes, go into your form > click on the field carrying the logic > click the chevron next to Logic and then click the red circle with a white line to remove any logic.
Conditional Logic Tips & Troubleshooting
Confirm your options labels before you create your logic
If you need to delete any options or add option values you’ll need to re-do the logic rules. This goes for any email or routing logic you have already set up, too.
Make your field labels different to avoid confusion when creating logic rules
If you have multiple fields on your form with the same label, then you may have trouble setting up logic rules based on the correct fields.
For example, if you’re building a multi-person registration form and you want the submitter to check off a box after each section to register another person you’ll need to make the field label unique. That way, when you go to create your logic rules on your sections you can easily tell which field should trigger the logic for each section.
Logic rules work based on the option label until option values are added
Conditional logic rules look at the option label to act until option values are used. Once values are enabled the logic rule will look at the value.
This is important to remember when setting up email routing logic. If you’re sending two confirmation emails based on the selection of two options that both have an equivalent value (for example 0 and 0.0) both emails will send.
Troubleshooting
Conditional logic can sometimes malfunction after form updates, leading to fields not appearing or forms becoming unresponsive. Here's how to address these issues:
Review and Update Logic
Check Logic Setup: Navigate to the Form Builder and review the logic applied to each field. Ensure that the logic is correctly set up and compatible with the new form version.
Remove and Re-add Logic: If issues persist, remove the existing conditional logic and re-add it to the affected fields. This can resolve broken or incomplete logic statements.