Quick Start Guide

Conditional Logic - Quick Guide

Set up conditional logic in your forms in under 5 minutes. Show and hide fields based on user responses.

1

Add Your Fields

In the Forms Builder, add both the trigger field (the one that determines visibility) and the conditional field (the one that will show/hide).

Example Setup

Trigger Field: "Will you attend the dinner?" (Radio: Yes/No)
Conditional Field: "Dietary Restrictions" (Dropdown)
2

Configure the Logic

  1. Click on the field you want to show/hide (the conditional field)
  2. In the right sidebar, find "Conditional Logic"
  3. Toggle the switch to ON
  4. Set your rule:
    IF [Trigger Field] [equals] [Value] THEN SHOW

Common Rule Examples

Account Typeis equal toBusiness
Budgetis greater than5000
Attending Dinneris equal toYes
3

Test Your Form

  1. Click the "Preview" button at the top of the builder
  2. Fill out the trigger field with different values
  3. Verify that the conditional field appears/disappears correctly
  4. Test all possible scenarios to ensure logic works as expected
  5. Once verified, click "Publish" to make your form live

Important

Always test your conditional logic in Preview mode before publishing. Pay special attention to required fields that may be hidden by logic.

Quick Tips

✓

Multiple Fields, Same Trigger

You can apply the same condition to multiple fields. Set up the logic once, then copy it to other fields.

✓

Chain Conditions

Field C can depend on Field B, which depends on Field A. Create multi-step logic flows easily.

✓

Make Optional

If a conditionally shown field is marked as required, users who don't meet the condition won't be able to submit. Consider making these fields optional.

✓

Use Descriptive Names

Name your fields clearly in the builder (e.g., "company_name" instead of "field_12"). This makes selecting trigger fields much easier.

Common Use Cases

Event Registration

Show dietary preferences only if attendee selects "Yes" to dinner

Attending Dinner = "Yes" → Show Dietary Restrictions

Lead Qualification

Request company details only from business accounts

Account Type = "Business" → Show Company Fields

Budget-Based Options

Display premium services for higher budget ranges

Budget > 5000 → Show Premium Services

Common Issues

Field not showing when expected?

Check these common causes:

  • Value doesn't exactly match (check spelling and capitalization)
  • Conditional logic toggle is not enabled
  • Browser cache needs clearing
Form won't submit?

This usually happens when:

  • A required field is hidden by conditional logic
  • Solution: Make conditionally hidden fields optional

Next Steps