Using Logic in a Form

Below, you will learn how to:

• Use the logic features in your forms

• Set logic rules

Using the Logic Features in Your Forms 

When creating your forms, you can add logic to Information Collection Steps and Review Steps to automate certain form workflows. Our goal is to make your forms as responsive and flexible as possible so that applicants answer only the questions that are relevant to them. 

Using logic in an Information Collection Step, you can determine which sections of a form the applicant sees based on how they answered earlier questions.

With the logic features in a Review Step, you can route submissions for review and approval to groups of form administrators based on the answers to multiple-choice or checkbox questions. 

Setting Logic Rules 

You can set logic rules for individual sections to make their display conditional on information provided earlier in the submission. Form logic can be triggered by the answer to multiple choice questions, checkbox questions, or any Number Fields contained in the same (or any previous) Information Collection step. 

This will work even if the previous field is also in a conditionally visible section, so you can nest Logic inside of Logic!  

Inserting Logic into a Step 

To conditionally display a section or require a review using the logic feature, select the ellipsis (...) icon in the upper right corner of a section. Then, select Configuration from the section settings.

1. Inside of the configuration window, select Add Logic. Here, you will enter the logic conditions.
2. Select the outcome: Show this section, hide this Section, or require a review.
3. Select the condition or conditions required to meet the outcome. This can be a specific answer to a question field, or an inequality (greater than, less than, etc.).
4. Save logic configuration.

Note: You can add multiple logic conditions using And/Or. Use "and" if you would like the field to appear only if both conditions are met. Use "or" if only one conditional needs to be satisfied for the field to appear.

Editing Logic 

Once configured, the logic rule will be visible at the start of the section or review group. To modify it, select View conditional logic at the top of the section. To edit the outcome or conditions, select the pencil icon. To remove the logic, select the trash can icon. 

Pro Tip: if you edit a form, any applicants who’ve already launched the submission will continue on and complete the version they started with. Any new applicants/ new launches will see the new version.