Conditional logic
You can use conditional logic to hide fields in your form until other fields' conditions (responses) are met.
Conditional logic can personalize and transform your form:
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Hiding questions that may be irrelevant to some users.
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Opening up fields to capture further information only when it is needed.
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Combining multiple forms into one dynamic form that is quick and easy to complete.
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Creating a single form that is partitioned for multiple people to complete. In Advanced Forms, this concept is called Workflows.
When you enable conditional logic on a field, its visibility depends on whether the response in another field meets the rules/conditions you have set.
You can even set a rule on other hidden fields within the same form, creating a chain reaction of conditional logic.
Applying conditional logic
Conditional logic can be applied to any field type.
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Add or edit a field.
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Click Show Advanced Options.
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Scroll to the bottom and select Show/hide this field with conditional logic.
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Set up your rules/conditions for showing this field:
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Click Save & Close.
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Click View Form to see your conditional logic in action on the live form.
Scenario 1: Enhanced 'other' selection
Show an additional text field when 'Other' is selected from a list of options. You might have a list of options that includes 'Other'. If this option is selected, you could provide an additional field that lets the form user type in other choices that are not listed.
In the following example, we’ve added a field called Enter your preferred time and have enabled the Show/hide this field with conditional logic option.
We have set a rule only to show this field when a form user selects 'Other' in a field called Preferred Time, allowing them to enter their preferred time.
Scenario 2: Conditional payment field
Only show the credit card payment field if 'Credit Card' is selected.
You may want only to show a Payment field when a 'Credit Card' option is selected.
In the following example, we have added a Payment field and set a rule only to show it when a form user selects 'Credit Card' in another field called Payment Type, allowing them to enter their credit card details.
Scenario 3: Revealing additional fields
Show a group of fields when a checkbox is selected.
You might have a form that asks clients if they have private healthcare. If they select 'Yes' in this field, you could display additional fields/questions to capture their private healthcare details.
To achieve this, you will need to add a field for every question and set the following rule on all of the fields:
Scenario 4: Display based on multiple criteria
Show additional fields when multiple conditions are met.
You may have a particular form field that you only want to show when several conditions are met.
This example adds a field that will only be displayed when Tim (case sensitive) is entered in the First Name field and the Comments field contains the word Yes.
Scenario 5: Elements based on user selection
Show dynamic forms based on responses.
Combining multiple forms into one dynamic form is a great way to reduce the number of forms your customers must fill out.
Using conditional logic, you can hide the additional forms and only display them when the form user selects appropriately.
This example adds a Payment field and applies the following rule only to show this field when the 'Payment' option is selected in the previous field:
