Conditional logic hides a field until an earlier answer makes it relevant. A form that would otherwise ask everyone everything instead asks each person only what applies to them, which makes it shorter and easier to finish.
Adding a Condition
- Select the field you want to show or hide.
- Click Add Condition in the field settings.
- Choose the field the condition watches, and the value to compare against.
- Save the condition.
The field is hidden until the condition is met.
Comparisons
| Comparison | Matches when the watched field |
|---|---|
| is equal to | Exactly matches the value |
| is not equal to | Is anything other than the value |
| is greater than | Is numerically above the value |
| is greater than or equal to | Is numerically at or above the value |
| is less than | Is numerically below the value |
| is less than or equal to | Is numerically at or below the value |
| contains | Contains the value somewhere in its text |
| does not contain | Does not contain the value anywhere in its text |
| is empty | Has no value |
| is not empty | Has any value at all |
is empty and is not empty are the two that take no comparison value; the box for it disappears when you pick either.
What to Use It For
Asking Follow-Up Questions
Keep the detail out of sight until it is needed. If "Do you have allergies?" is answered Yes, show the field asking which ones. If payment type is Check, show the check number field.
Branching
Send different people down different paths. A form serving several kinds of respondent can ask each group its own set of questions, and skip the sections that do not apply.
Varying What Is Required
A field only has to be filled in when it is showing, so a condition can make a question mandatory in some circumstances and absent in others. Ask for a phone number only on urgent requests, or for supporting documentation only above a certain amount.
Tips
- Keep each condition simple. Several straightforward conditions are easier to follow later than one intricate one.
- Fill the form in yourself along every path, including the ones that only some respondents reach.
- When a field appears partway through, its help text should explain why it is being asked.
- Do not hide anything a respondent needs to see behind a condition they might not meet.
Related
- Sections - splitting a long form into tabs
- Field Types - the fields a condition can watch
- Form Builder - where field settings live