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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:

  • Hiding questions that might be irrelevant to some users.

  • Opening up fields to capture further information only when it is needed.

  • Combining multiple forms into one dynamic form that might be more convenient to complete.

  • 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.

  1. Add or edit a field.

  2. Click Show Advanced Options.

  3. Scroll to the bottom and select Show/hide this field with conditional logic.

    show hide this field with conditional logic
    Figure 1. The Show/hide this field with conditional logic dialog

  4. Set up your rules/conditions for showing this field:

  5. Click Save & Close.

  6. Click View Form to see your conditional logic in action on the live form.

Common scenarios and rules

Here are some common scenarios and rules to help you get started.

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.

A form with a 'Preferred Time' drop-down field and a conditional 'Enter your preferred time' text field that appears when 'Other' is selected
Figure 2. Conditional logic example: Show text field when 'Other' is selected

Scenario 2: Conditional payment field

Only show the credit card payment field if 'Credit Card' 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.

A form with a 'Payment Type' field and a conditional 'Payment' field that appears when 'Credit Card' payment type is selected
Figure 3. Conditional logic example: Show payment field when 'Credit Card' is selected

Scenario 3: Revealing additional fields

Show a group of fields when a checkbox is selected.

If, for example, they select 'Yes' in this field, 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:

A form with a 'Do you have private healthcare?' checkbox and multiple conditional fields that appear when 'Yes' is selected
Figure 4. Conditional logic example: Show multiple fields when checkbox is selected

Scenario 4: Display based on multiple criteria

Show additional fields when multiple 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.

A form with a conditional logic rule that displays a field only when 'Tim' is entered in the 'First Name' field and 'Yes' is contained in the 'Comments' field
Figure 5. Conditional logic example: Show field based on multiple criteria

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:

A form where additional payment fields dynamically appear when 'Payment' option is selected from a previous field
Figure 6. Conditional logic example: Dynamic form based on user selection

Rules based on choice fields

When setting up conditional logic based on fields that offer a selection of choices, it is crucial to use the correct operator. The operator you choose will depend on whether the user can select a single or multiple options.

'Choose One' fields (for example, dropdown, radio buttons)

For fields where a user can only select a single option, such as a drop-down menu or a list of radio buttons, you should use the is operator. This checks if the single selected answer is a specific value.

A drop-down field configuration with 'Preferred Time' options including 'Morning'
Figure 7. Choose One field example: Dropdown configuration
Conditional logic rule setup where a field is shown when 'Preferred Time' field 'is' equal to 'Other'
Figure 8. Choose One field example: Conditional logic rule using 'is' operator

'Choose Multiple' fields (for example, checkboxes)

For fields where a user can select multiple options, like a list of checkboxes, you must use the contains operator. This is because the form needs to check if a specific value is present within the group of selected answers. Using the is operator would not work as it would look for an exact match of all selected options.

A checkbox field configuration with multiple options like 'Email'
Figure 9. Choose Multiple field example: Checkbox configuration
Conditional logic rule setup where a field is shown when 'Contact Methods' field 'contains' the value 'Email'
Figure 10. Choose Multiple field example: Conditional logic rule using 'contains' operator