Conditional Logic for Form Fields

Set up dynamic forms that show or hide fields based on user responses using conditional logic.

What is Conditional Logic?

Conditional Logic empowers you to build Forms that respond dynamically to user input. When a respondent enters information into a field, you can configure the form to reveal or conceal other fields accordingly. You’re able to combine multiple criteria within a single condition and stack conditions together to design intricate, multi-path forms.

This feature works across all Form Types. Learn more about Forms

How do I add Conditional Logic to a Form Field?

Begin by navigating to Forms and selecting the +Create Form button.

Choose your desired Form Type. Every type supports Conditional Logic.

Once in the editing interface, locate the icon on the right-side panel. Click it to access the Conditional Logic configuration area.

As you introduce Custom Fields (or Form Fields for General Forms), they’re automatically included in the Conditional Logic dropdown menu.

Within this panel, you can build your Conditional Statement(s) to instruct the form whether fields should display or hide based on what respondents enter.

Understanding IF Conditional Statements

To set up Conditional Logic, establish a Condition that specifies the IF requirement, which then determines the THEN behavior. Available options vary based on your selected field type. Each Condition can incorporate multiple Conditional Statements.

TIP: File Upload field types cannot trigger Conditional Logic.

Each Statement includes a field where you can input the value to compare against the response.

Learn more about Field Types

Conditional Statements for Text, Email & URL Fields

For Single-line Text Area, Multi-line Text Area, Email, or URL Field Types, choose from these Statements:

Equals: The response matches exactly

Not Equals: The response doesn’t match exactly

Example: If your IF Statement says Equals “cats” but the response is “cats and dogs”, the THEN logic won’t trigger because it requires an exact match.

Is Like: The response includes the specified text somewhere within it

Not Like: The response doesn’t include the specified text anywhere

Example: If your IF Statement says Is Like “birds” and the response is “birds and fish”, the THEN logic triggers because it finds the text within the response.

TIP: Case sensitivity is ignored. A condition looking for “cats” will trigger if the response is “Cats”.

IMPORTANT: The “Company Name” User Field only displays in the Conditional Logic dropdown when you activate the Allow open-ended input of Company Name setting.

For Dropdown or Multiple Choice Field Types, select from:

Has Selected: The choice has been selected

Has Not Selected: The choice hasn’t been selected

Example: If your IF Statement says Has Selected “B” and the respondent selected both “A” and “B”, the THEN logic triggers.

Conditional Statements for Number & Date Fields

For Number or Date Field Types, available Statements include:

Equals: The response matches the specific number or date

Not Equals: The response doesn’t match the specific number or date

Greater Than: The response is a larger number or later date than specified

Greater or Equal: The response is greater/later than or matches the specified value

Less Than: The response is a smaller number or earlier date than specified

Less or Equal: The response is less/earlier than or matches the specified value

Example: For numbers, if your IF Statement says Greater Than “5” and the response is “5”, the THEN logic won’t trigger. But if it says Greater or Equal “5” and the response is “5”, it will trigger.

For dates, if your IF Statement says Greater than “12/12/2012” and the response is “12/12/2012”, the THEN logic won’t trigger. However, with Greater or Equal “12/12/2012”, it will.

Conditional Statements for Checkbox Fields

For Checkbox Field Types, you have:

Checked: The checkbox has been selected

Not Checked: The checkbox hasn’t been selected

Adding Additional Statements

Within a single Condition, you can combine multiple Statements using ANY or ALL logic.

Click +Add New IF to introduce an additional IF Statement, and a dropdown will appear offering an ANY or ALL option.

ANY: At least one Statement’s response must be true

ALL: Every Statement’s response must be true

Example using ALL: If your Condition requires the response to be greater than 5 AND less than or equal to 10, a response of 11 would only satisfy the first requirement, making the overall Condition false.

You can apply these commands to different fields within a single Condition.

Example using ANY: If your Condition checks whether “Years Experience” is less than 3 OR “Birth Date” is earlier than January 1st, 2001, meeting either requirement makes the Condition true.

You can add any number of Statements. Here’s a complex example:

IF (ANY of these are true):

“Years Experience” is Greater Than “0”
“Years Experience” is Less Or Equal “3”
“Birth Date” is earlier than January 1st, 2001
Has Selected “Part-Time” for “Availability”

If at least one of these criteria is met, the Condition becomes true and triggers the corresponding THEN logic.

Understanding THEN Conditional Statements

After configuring your IF Condition, specify what happens when it evaluates to true.

Select either Show Field or Hide Field, then pick which field receives this action.

Use the +Add new IF button to add more Statements so that multiple fields show or hide when the Condition triggers.

Conditional Logic for Appointment Blocks

Conditional Logic for Appointment Blocks operates using the same principles. Here’s an example:

You’re using a custom “Agree to Terms” checkbox field. IF the respondent checks the box to agree THEN the Appointment Block displays. IF they don’t check it THEN the Appointment Block remains hidden.