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Conditional Logic and Smart Forms

  • Use sections to group conditional fields—you can show/hide the section with a single rule.
  • Avoid long chains of rules that are hard to debug.
  • Start with simple rules and add complexity only when necessary.

7. Best Practices​

  • Keep rule names descriptive so they’re easy to understand later.
  • After renaming fields, revisit your rules to ensure they still reference the correct fields.
    • Either relax the requirement or adjust the rules so the field is visible when needed.
  • If a required field is hidden but still required, users may not be able to submit.

Troubleshooting Tips​

  1. Confirm that the correct fields/sections/pages appear or disappear.
  2. Answer the trigger question in different ways.
  3. Click Preview in the form builder.

6. Testing Your Conditional Logic​

When building your rules, select the appropriate target from the list.

  • Pages – skip or hide entire pages in a multi-page form.
  • Sections – show or hide a group of fields.
  • Single fields – show or hide a specific field.

You can target different parts of the form:

5. Applying Logic to Fields, Sections, or Pages​

You can often combine conditions using AND and OR for more complex rules.

  • Is empty / Is not empty – for optional fields.
  • Greater than / Less than – for numbers and ratings.
  • Contains / Does not contain – for text.
  • Equals / Does not equal – for dropdown, radio, checkbox.

The exact options depend on field type, but common conditions include:

4. Available Conditions​

  • THEN: Show the section "Business Details".
  • IF: "Do you own a business?" is "Yes"

Example Rule​

  • THEN: Decide what should happen (show/hide a field, section, or page).
  • IF: Choose a field and a condition.
  1. Define your rule using an IF… THEN… structure:
  2. In the rule editor, click Add Rule.
  3. In the toolbar, click Conditional Logic, Rules, or similar.
  4. Open your form in the Form Builder.

3. Creating Conditional Rules​

  • Application forms – show company details only when "Business" is selected.
  • Surveys – ask more detail only when someone gives a low satisfaction score.
  • Support forms – show product-specific questions based on the product chosen.
  • Contact forms – show additional fields when a user selects a specific topic.

2. Common Use Cases​

  • Reduce confusion and improve completion rates.
  • Keep forms shorter for most users.
  • Ask follow-up questions only when needed.

This helps you:

If the user answers "Yes" to Question A, show Question B. Otherwise, hide it.

Conditional logic lets you define rules like:

1. What Is Conditional Logic?​

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Audience: Users who want shorter, smarter forms.

This guide shows you how to make forms react dynamically to user answers by showing or hiding fields, sections, or pages.