Conditional logic is used to automatically show or hide questions on your form based on a person’s previous answers. This helps to create a more personalised experience by letting users skip irrelevant questions.
Some examples of the different ways conditional logic can be used include:
- 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.
- You might ask users whether or not they have private health care. If they select “Yes”, you might want to display a series of additional questions about their private health care.
- Showing an additional text input field if someone selects “Other” from a list of options.
- Combining multiple forms together into one form with different pathways, by controlling what fields or sections the person has to fill out depending on their initial choices.
- Show more input fields to capture additional information if the person indicates they need to add more, for example by ticking “Add another”.
Conditional logic allows you to completely transform your form (you can even combine many forms into one as per the following example) or capture further input if a certain answer is selected.
This conditional logic feature can be turned on in the advanced settings of each of your fields within your form editor.
Simply put, conditional logic allows the hiding or showing of a field when certain conditions of other fields are met.
To enable conditional logic on any of your forms fields, you need to first edit your form. If you’re unsure how, you can get an overview of how to create and edit forms here.
Once you’re in your forms editor, follow these instructions to enable and start using conditional logic.
1. Hover over the field you want to conditionally show or hide and click “Edit Field Details”
2. Click “Show Advanced Options”
3. Scroll to the bottom and you’ll see an area where you can “Enable Conditional Logic” for this field
From here you can choose whether to “Show” or “Hide” this field if “All” or “Some” of the rules outlined below are met.
Here are some useful examples to help you get started.
Example 1 – Capturing free text “Other”
In this example, we’re using a “Short Answer” field named “Other”. This field appears when the “Preferred Time” dropdown is selected as other, allowing people to then enter their freeform “Other” details.
Example 2 – Only show payment if “Credit Card” is selected
You may want to only show your Payment field if the user selects “Credit Card” in a “Choose One” field. A rule for this would look something like:
Example 3 – Multiple rules
In this example this field will “Show” on the form only if “Tim” (case sensitive) is entered into the First Name field and somewhere in the Comments field the word “Yes” is contained.
Example 4 – Show and hide groups of fields
A more complex example can be seen live on this form
As you can see in the following example, we’re showing fields if the “Add Another Person” checkbox is ticked. To set this up we need to add a rule that looks like this on each of the three fields (First Name, Last Name and Email):
Once you’re done editing your fields, save your form and click ‘View Form’ to see your conditional logic in action on the live form.
Conditional Logic FAQ
Q1. Can I set a rule to another hidden field on a form?
Yes! If another field is set to show based on another field that is currently hidden, it will now show until some details are entered (creating a chain reaction of conditional logic).
Q2. How do I set a rule to show based on a checkbox field?
The checkbox field value will be the full text of the checkbox. So if you had a terms checkbox which read “I agree to the terms and conditions” you would need to have the value “I agree to the terms and conditions” in your conditional logic field.