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Conditional Logic

Create dynamic forms with show/hide rules that respond to user input using conditional visibility

What This Feature Does

Conditional logic allows you to create dynamic forms that change based on user responses. You can show or hide fields and sections depending on the values entered in other fields. This creates a more intuitive user experience and ensures users only see relevant questions.

How Conditional Logic Works

Conditional logic uses rules to control field visibility:

  1. Target Field: The field you want to show or hide
  2. Source Field: The field whose value triggers the condition
  3. Operator: "Any Value" (field has content) or "Exact Value" (field matches specific value)
  4. Value: For "Exact Value" operator, the value that triggers the condition
  5. Behavior: Show when true or Hide when true

When the condition is met, the target field shows or hides based on your behavior setting.

Setting Up Conditions

Adding a Condition to a Field

  1. Open your form in the Form Builder
  2. Select the field you want to conditionally show/hide
  3. Find the "Conditional" section in the configuration panel
  4. Enable conditional visibility
  5. Configure the condition:
    • Source Field: Select the field to watch
    • Operator: Choose "Any Value" or "Exact Value"
    • Value: If using "Exact Value", enter the triggering value
    • Behavior: Choose "Show when true" or "Hide when true"
  6. The condition is saved automatically

Adding a Condition to a Section

Sections can also have conditional visibility, hiding or showing all fields within them:

  1. Select the section element
  2. Find "Conditional" in the configuration panel
  3. Configure the condition as described above
  4. When the section is hidden, all fields inside are also hidden

Available Operators

OperatorDescriptionExample
Any ValueField has any value enteredShow details if "Comments" has any value
Exact ValueField equals a specific valueShow follow-up if "Status" equals "Yes"

Show vs Hide Behavior

For each condition, you can choose:

  • Show when true: Field appears when condition is met
  • Hide when true: Field is hidden when condition is met

This allows you to create both "show if" and "hide if" logic with the same operators.

Setting Up a Condition

Step-by-Step Configuration

  1. Select the field you want to show/hide conditionally
  2. In the configuration panel, find "Conditional Logic"
  3. Enable conditional visibility
  4. Configure:
    • Source Field: Select the field to watch
    • Operator: Choose "Any Value" or "Exact Value"
    • Value: If using "Exact Value", enter the triggering value
    • Behavior: Choose "Show when true" or "Hide when true"
  5. Save your form

Understanding the Logic

Any Value + Show when true:

  • Field shows when source field has any content
  • Field hides when source field is empty

Exact Value + Show when true:

  • Field shows when source field equals the specified value
  • Field hides when source field has a different value or is empty

Any Value + Hide when true:

  • Field hides when source field has any content
  • Field shows when source field is empty

Exact Value + Hide when true:

  • Field hides when source field equals the specified value
  • Field shows when source field has a different value or is empty

Common Conditional Patterns

Show Follow-Up Questions

Scenario: Ask for details only when an issue is reported.

Setup:

  1. Create a Select field "Was any issue found?" with options: Yes, No
  2. Create a Textarea field "Describe the issue"
  3. Add condition to Textarea:
    • Source Field: "Was any issue found?"
    • Operator: Exact Value
    • Value: "Yes"
    • Behavior: Show when true

Result: The description field only appears when "Yes" is selected.

Show Section Based on Selection

Scenario: Show a complete safety section only for certain project types.

Setup:

  1. Create a Select field "Project Type" with options: Residential, Commercial, Industrial
  2. Create a Section "High-Risk Safety Checklist"
  3. Add condition to Section:
    • Source Field: "Project Type"
    • Operator: Exact Value
    • Value: "Industrial"
    • Behavior: Show when true
  4. Add safety-related fields inside the section

Result: The entire safety section only shows for Industrial projects.

Show Fields When Any Value Entered

Scenario: Show additional options only when a comment is provided.

Setup:

  1. Create a Textarea field "Comments"
  2. Create a Checkbox field "Flag for follow-up"
  3. Add condition to Checkbox:
    • Source Field: "Comments"
    • Operator: Any Value
    • Behavior: Show when true

Result: The follow-up checkbox only appears when the user enters any comment.

Hide Fields Based on Selection

Scenario: Hide irrelevant fields based on a selection.

Setup:

  1. Create a Select field "Your Role" with options: Worker, Supervisor, Manager
  2. Create fields for worker-specific information
  3. Add condition to worker fields:
    • Source Field: "Your Role"
    • Operator: Exact Value
    • Value: "Worker"
    • Behavior: Hide when true

Result: Worker-specific fields are hidden when "Worker" is selected (only managers/supervisors see them).

Conditional Sections

Scenario: Show different sections for different inspection types.

Setup:

  1. Create Select "Inspection Type": Electrical, Plumbing, General
  2. Create Section "Electrical Checks":
    • Condition: Source Field = "Inspection Type", Exact Value = "Electrical", Show when true
  3. Create Section "Plumbing Checks":
    • Condition: Source Field = "Inspection Type", Exact Value = "Plumbing", Show when true
  4. Create Section "General Checks" (no condition - always shown)

Result: Users see only relevant inspection sections based on type.

Testing Conditional Logic

Preview Testing

  1. Click "Preview" in the form builder
  2. Fill in the source fields with different values
  3. Verify target fields show/hide correctly
  4. Test all possible combinations
  5. Check that required fields work correctly when hidden

Edge Cases to Test

  • What happens when the source field is empty?
  • Do hidden required fields block submission?
  • Do conditions work with default values?
  • Does multi-select trigger conditions correctly?

Note: Hidden fields are not submitted. If a field is hidden when the form is submitted, its value is not included in the submission data.

Troubleshooting

If conditions aren't working

  1. Check source field: Ensure you're referencing the correct field
  2. Verify operator: Use "Exact Value" for specific matches, "Any Value" for presence checks
  3. Check value format: For "Exact Value", the value must match exactly (case-sensitive)
  4. Test in preview: Use preview mode to test different scenarios
  5. Check show/hide setting: Make sure you have the correct behavior selected

If hidden fields are causing issues

  • Hidden required fields don't block submission
  • Hidden field values are not included in submissions
  • Values entered before hiding are cleared when the field becomes hidden

If the condition doesn't trigger

  • Ensure the source field has been filled in before the conditional field
  • For "Exact Value", verify the value matches exactly (including capitalization)
  • For "Any Value", any non-empty value should trigger the condition

Best Practices

  • Keep it simple: Each field supports one condition
  • Test thoroughly: Check all possible paths through your form
  • Use sections: Apply conditions to sections to show/hide multiple related fields at once
  • Consider the user flow: Place conditional source fields before their dependent fields
  • Test on mobile: Verify hidden/shown fields work correctly on all devices
  • Plan before building: Sketch out your conditional flow before implementing

What's Next

After setting up conditional logic, you may want to: