Conditional Logic

Conditional logic lets you create dynamic forms that show or hide fields based on the applicant's answers. This keeps forms concise by only displaying relevant questions, improving the applicant experience and data quality.

Accessing the Logic Builder

1. Open a form in the Form Builder.
2. Click the Logic tab in the tab bar.
3. The Form Logic Builder panel opens, showing all logic rules for the current form.

How Conditional Logic Works

Each logic rule consists of:

• Target field -- the field that will be shown or hidden.
• Condition -- the criteria that must be met.
• Source field -- the field whose value is evaluated.
• Operator -- the comparison type (equals, not equals, contains, etc.).
• Value -- the value to compare against.

When the applicant fills out the form, the system evaluates the conditions in real time. If a condition is met, the target field is shown. If not, the target field is hidden.

Creating a Logic Rule

1. Navigate to the Logic tab in the Form Builder.
2. Click Add Rule or use the rule builder interface.
3. Configure the rule:
   • Select the target field (the field to show/hide).
   • Choose the action (show or hide).
   • Select the source field (the field whose value triggers the rule).
   • Set the operator (equals, not equals, is empty, is not empty, contains, etc.).
   • Enter the value to match against.
4. The rule takes effect immediately in the form preview.

Example: Show Additional Fields Based on Selection

Suppose you have a "Does your child have any medical conditions?" radio field with Yes/No options. You want to show a "Medical Details" textarea only when the answer is "Yes":

1. Target field: Medical Details (textarea)
2. Action: Show
3. Source field: Medical conditions (radio)
4. Operator: Equals
5. Value: Yes

When the applicant selects "Yes," the Medical Details field appears. When they select "No" or leave it blank, the field is hidden.

Available Operators

Operator	Description
Equals	The source field value exactly matches the specified value.
Not equals	The source field value does not match.
Contains	The source field value contains the specified text (partial match).
Is empty	The source field has no value.
Is not empty	The source field has any value.

Multiple Conditions

You can combine multiple conditions on a single rule:

• AND logic -- all conditions must be met for the target field to show/hide.
• OR logic -- any one condition being met triggers the action.

Example: AND Conditions

Show a "Scholarship Application" section only when:

• Program equals "High School" AND
• Academic Year equals "2025-2026"

Both conditions must be true for the section to appear.

Cross-Step Logic

Conditional logic works across steps in multi-step forms:

• A field on Step 3 can be shown/hidden based on a value entered on Step 1.
• The system evaluates all conditions using the accumulated form data across all steps.

TIP

Cross-step logic is particularly useful for tailoring later steps based on early choices. For example, show different document upload fields depending on the program selected in Step 1.

Best Practices

1. Keep it simple -- avoid deeply nested or overly complex logic chains. Simple, clear rules are easier to maintain and debug.

2. Test thoroughly -- after adding logic rules, use the Live Preview to test all possible paths through the form.

3. Consider required fields -- if a hidden field is marked as required, the applicant will not be able to submit the form unless the field is shown and filled. Make sure your logic accounts for this.

4. Document your logic -- for complex forms with many rules, use the description elements on the form to note which fields are conditional and why.

WARNING

If you delete a source field that is referenced in a logic rule, the rule will no longer function correctly. Always review your logic rules after removing fields from the form.

Viewing Active Rules

The Logic tab provides an overview of all active rules:

• Each rule shows the target field, the condition, and the source field.
• Rules are listed in order and can be edited or deleted.
• The builder highlights which fields are involved in logic rules.

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