How to Set Up Conditional Logic in a Form

What is conditional logic?

Conditional logic is a rule that you can add to a form field. Depending what the form submitter inputs (answers) in a field, another field related to their input (answer) can appear on the form. Here is an example:

In the image above, we created a custom field for Q5 asking how the customer service was today. The data (answers) in the question are great, satisfactory and bad.

Another custom field was created, Q6, and conditional logic was set so this field will only appear if “bad” was selected in Q5.

Conditional logic can be very useful for your organization if you need to see data related to certain answers or need to share and track reports of particular data.

How to Set Up Conditional Logic in Your Form

Conditional Logic Options

Before you set up conditional logic in your form, it’s important to understand what each function does and to consider information related to fields.

Notes

Conditional Logic Field Selection - Conditional logic is set for the question you want to appear when data (an answer) is selected or entered from another question. In the customer service example we showed above, it was set for Q6 and not Q5.
Adding “Other” & “None of the Above” Options - To save time, you do not need to create separate custom fields for these options and add conditional logic. You can add these as an option to a field through advanced settings. Click here to learn more.
Moving Fields after Conditional Logic is Entered - If you have entered any conditional logic to a form and move fields on the form in the future, it resets all the conditional logic that was entered before. Please make sure to re-enter the conditional logic if you do this.

Conditional Logic Functions

Show - This field with show if conditional logic is set up.
Hide - This will hide the field if conditional logic is set up.
All - The field will show or hide (depending if show/hide is selected) if all rules entered for conditional logic are met
Any - The field will show or hide (depending if show/hide is selected) if either rule in the conditional logic is met.

Is - The field will show/hide if the form submitter enters data for the related question (field) that matches the data that is entered for the conditional logic rule.

Is Not - The field will show/hide if the form submitter enters data for the related question (field) that does not match what was entered for the conditional logic rule.

Empty - The field will show/hide if the form submitter does not enter data for the related question (field) in the conditional logic rule.

Not Empty - The field will show/hide if the form submitter enters data for the related question (field) in the conditional logic rule.

Less Than - The field will show/hide if the numeric data entered for the related question (field) is less than the value that is entered for the conditional logic rule.

Greater Than - The field will show/hide if the numeric data entered by a form submitter for the related question (field) is greater than the value that is entered for the conditional logic rule.

Less Than or Equal - The field will show/hide if the numeric data entered by the form submitter for the related question (field) is less than or equal to the value that is entered for the conditional logic rule.

Greater Than or Equal - The field will show/hide if the numeric data entered by the form submitter for the related question (field) is greater than the value that is entered for the conditional logic rule.

Contains - The field will show/hide if the data (answer) entered by the form submitter contains the data entered for the conditional logic rule.

Not Contains - The field will show/hide if the data (answer) entered by the form submitter does not contain the data entered for the conditional logic rule.

Starts With - The field will show/hide if the data (answer) entered by the form submitter starts with the data entered for the conditional logic rule. Please note this is case-sensitive. If you use this field, please select Any and add two rules - one that starts with an uppercase and one with text that may start with a lowercase letter.

Ends With - The field will show/hide if the data (answer) entered by the form submitter ends with the data entered for the conditional logic rule. Please note this is case-sensitive. If you use this field, please select Any and add two rules - one that starts with an uppercase and one with text that may start with a lowercase letter.

How to Set Up Conditional Logic

1. Click the Forms module icon on the left side menu. Click the icon with the 3 circles that is located on the right of the form you want to edit. Click the pencil icon that appears to edit.

2. Click the set logic button for the question you want to set the logic for.

3. Enter the details of your conditional logic by selecting the question (field) the conditional logic field is related to as well as the other criteria (rules) that need to be met for the selected field to appear or hide.

If you select a conditional logic rule that requires data to be entered such as is or contains, please enter it in the text box that appears on the right.

Please note that data entered in the conditional logic rule is case-sensitive. If you set conditional logic for a field that requires form submitters to enter their data (answer) in a text field and use conditional logic such as "starts with" or "ends with", please select the rule so "Any" is added and add two rules - one that starts with an uppercase and one with text that may start with a lowercase letter.

If you need to add another rule, click the green + button to the right of the current rule.

Click the save and close button or the save and preview button.

How to Preview Conditional Logic on a Form

When you are on a form editing page, you can click the preview logic button at the bottom.

In the preview logic page, you can also download or print a copy of your conditional logic by clicking the buttons on the top right corner of the page. You can also reset your logic by clicking the reset logic button at the bottom left-hand corner of the page.