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Conditional Logic

Conditional logic allows you to show or hide form fields and steps based on user responses. This creates dynamic, personalized forms that adapt to each user’s needs.

What is Conditional Logic?

Section titled “What is Conditional Logic?”

Conditional logic follows simple IF-THEN rules:

IF [condition is met]
THEN [show/hide field or step]

Example Scenarios

Section titled “Example Scenarios”
ScenarioConditionAction
Business inquiry”Business Type” = “Business”Show “Company Name” field
International shipping”Country” ≠ “United States”Show “International Shipping” step
Custom requirements”Need customization?” = “Yes”Show “Customization Details” field

When to Use Conditional Logic

Section titled “When to Use Conditional Logic”

Good Use Cases

Section titled “Good Use Cases”
  • Simplifying forms: Hide irrelevant questions
  • Follow-up questions: Ask more based on previous answers
  • Personalization: Show different fields for different user types
  • Reducing abandonment: Less overwhelming forms

Avoid Overuse

Section titled “Avoid Overuse”
  • Too many conditions can slow form performance
  • Complex logic may confuse users
  • Test thoroughly before publishing

Setting Up Conditional Logic

Section titled “Setting Up Conditional Logic”

For Fields

Section titled “For Fields”
  1. Click on the field to select it
  2. Scroll to Conditional Logic in the settings panel
  3. Toggle Enable Conditional Logic to ON
  4. Configure your conditions

For Steps

Section titled “For Steps”
  1. Click on the step to select it
  2. Find Conditional Logic in step settings
  3. Toggle Enable Conditional Logic to ON
  4. Configure your conditions

Condition Configuration

Section titled “Condition Configuration”

Basic Structure

Section titled “Basic Structure”

Each condition has three parts:

PartDescriptionExample
FieldWhich field to check”Business Type”
OperatorHow to compare”equals”
ValueWhat to compare against”Business”

Available Operators

Section titled “Available Operators”
OperatorDescriptionWorks With
EqualsExact matchAll fields
Does not equalNot exact matchAll fields
ContainsValue includes textText fields
Does not containValue excludes textText fields
Is emptyField has no valueAll fields
Is not emptyField has a valueAll fields
Greater thanNumber comparisonNumber, Date
Less thanNumber comparisonNumber, Date
Is checkedCheckbox is selectedCheckbox
Is not checkedCheckbox is not selectedCheckbox

Multiple Conditions

Section titled “Multiple Conditions”

AND Logic

Section titled “AND Logic”

All conditions must be true for the field to show.

Show "Company Size" field when:
  "Business Type" equals "Business"
  AND
  "Number of Employees" is not empty

OR Logic

Section titled “OR Logic”

Any condition being true will show the field.

Show "Phone Preference" field when:
  "Contact Method" equals "Phone"
  OR
  "Contact Method" equals "Text"

Combining AND/OR

Section titled “Combining AND/OR”

Create complex logic with multiple condition groups:

Show "VIP Services" field when:
  ("Customer Type" equals "Premium" OR "Customer Type" equals "Enterprise")
  AND
  "Account Age" is greater than "1 year"

Adding Multiple Conditions

Section titled “Adding Multiple Conditions”
  1. Set up your first condition
  2. Click Add Condition
  3. Choose AND or OR
  4. Configure the additional condition
  5. Repeat as needed

Managing Conditions

Section titled “Managing Conditions”
ActionHow To
AddClick “Add Condition”
RemoveClick the X next to condition
ReorderDrag conditions to reorder
Change LogicToggle between AND/OR

Common Use Cases

Section titled “Common Use Cases”

Show Follow-up Field

Section titled “Show Follow-up Field”
Field: "Other Category"
Show when: "Category" equals "Other"

Show Step Based on Selection

Section titled “Show Step Based on Selection”
Step: "International Shipping"
Show when: "Country" does not equal "United States"

Require Field Based on Checkbox

Section titled “Require Field Based on Checkbox”
Field: "Delivery Instructions"
Show when: "Special Delivery" is checked

Multiple Option Trigger

Section titled “Multiple Option Trigger”
Field: "Product Interest Details"
Show when: "Interest Area" contains "Products"

Conditional Logic Examples

Section titled “Conditional Logic Examples”

Example 1: Contact Preference

Section titled “Example 1: Contact Preference”
Question: "Preferred Contact Method"
Options: Email, Phone, Mail


IF "Preferred Contact Method" = "Phone"
THEN show "Best Time to Call" field


IF "Preferred Contact Method" = "Mail"
THEN show "Mailing Address" fields

Example 2: Order Type

Section titled “Example 2: Order Type”
Question: "What are you ordering?"
Options: Product, Service, Consultation


IF "What are you ordering?" = "Product"
THEN show "Product Selection" step


IF "What are you ordering?" = "Service"
THEN show "Service Details" step


IF "What are you ordering?" = "Consultation"
THEN show "Scheduling" step

Example 3: Customer Type

Section titled “Example 3: Customer Type”
Question: "Are you a new or returning customer?"
Options: New, Returning


IF "Customer Type" = "Returning"
THEN show "Previous Order Number" field


IF "Customer Type" = "New"
THEN show "How Did You Hear About Us?" field

Testing Conditional Logic

Section titled “Testing Conditional Logic”

Preview Testing

Section titled “Preview Testing”
  1. Click Preview in the form builder
  2. Fill out the form as a user would
  3. Verify fields show/hide correctly
  4. Test all possible paths

Edge Cases to Test

Section titled “Edge Cases to Test”
  • What happens when condition field is empty?
  • What happens when user changes their answer?
  • Do required fields work correctly with conditions?

Troubleshooting

Section titled “Troubleshooting”

Field Not Showing When Expected

Section titled “Field Not Showing When Expected”
  1. Check condition field: Is the trigger field on a previous step?
  2. Verify operator: Is “equals” vs “does not equal” correct?
  3. Check value: Does the value match exactly (case-sensitive)?
  4. Review logic: Are AND/OR conditions correct?

Field Not Hiding When Expected

Section titled “Field Not Hiding When Expected”
  1. Verify logic is enabled: Is the toggle ON?
  2. Check all conditions: Are all conditions being met?
  3. Test in preview: Does it work in preview mode?

Performance Issues

Section titled “Performance Issues”
  1. Reduce conditions: Simplify where possible
  2. Limit cascading logic: Avoid conditions based on conditional fields
  3. Test on mobile: Ensure performance is acceptable

Best Practices

Section titled “Best Practices”

Keep It Simple

Section titled “Keep It Simple”
  • Use the minimum conditions needed
  • Avoid deeply nested logic
  • Test all possible paths

User Experience

Section titled “User Experience”
  • Make conditional transitions smooth
  • Don’t hide too many fields at once
  • Consider using multi-step forms instead

Maintenance

Section titled “Maintenance”
  • Document complex logic
  • Review conditions when updating forms
  • Test after any form changes

Video Tutorial

Section titled “Video Tutorial”
Play
Section titled “Related Docs”