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What is Conditional Logic?

Conditional logic allows you to:
  • Show or hide questions based on previous answers
  • Skip irrelevant questions
  • Create branching paths through your form
  • Jump to specific questions
  • End the form early based on responses
Example:
Q1: Do you own a car?
    → Yes → Show Q2: What type of car?
    → No → Skip to Q5

Accessing Logic Settings

  1. Open your form in the Form Builder
  2. Click the “Logic” tab in top navigation
  3. View and manage all logic rules

Understanding Logic Rules

Each logic rule has two parts:

IF (Condition)

Format: IF [Question] [Operator] [Value] Example: IF “Do you own a car?” equals “Yes”

THEN (Action)

Format: THEN [Action] [Target] Example: THEN Show Question “What type of car?” Complete Rule:
IF "Do you own a car?" equals "Yes"
THEN Show Question "What type of car?"

Creating Logic Rules

Step 1: Add Rule

  1. Go to Logic tab
  2. Click “Add Logic Rule” button
  3. New blank rule appears

Step 2: Set Condition (IF)

Select Question:
  • Choose which question to check
  • Dropdown shows all your form questions
  • Example: “Do you own a car?”
Select Operator: Available operators depend on question type: Text Fields:
  • equals - Exact match
  • not equals - Doesn’t match
  • contains - Includes text
  • starts with - Begins with text
  • ends with - Ends with text
  • is empty - No answer provided
  • is not empty - Any answer provided
Choice Fields (Multiple Choice, Dropdown):
  • equals - Selected specific option
  • not equals - Didn’t select option
  • is empty - Nothing selected
  • is not empty - Any option selected
Checkboxes:
  • contains - Includes specific option
  • not contains - Doesn’t include option
  • is empty - Nothing checked
  • is not empty - Any option checked
Number Fields:
  • equals - Exact number
  • not equals - Different number
  • greater than - Number > value
  • less than - Number < value
  • greater than or equal - Number ≥ value
  • less than or equal - Number ≤ value
  • is empty - No number entered
  • is not empty - Any number entered
Date/Time Fields:
  • equals - Same date/time
  • not equals - Different date/time
  • after - Later than date/time
  • before - Earlier than date/time
  • is empty - No date selected
  • is not empty - Any date selected
Yes/No Field:
  • equals - Yes or No
  • not equals - Opposite choice
Enter Value:
  • Type the value to compare against
  • For choice fields: Select from dropdown
  • For text: Type expected answer
  • For numbers: Enter numeric value
  • For dates: Pick from calendar
  • Skip for “is empty” / “is not empty” operators

Step 3: Set Action (THEN)

Choose what happens when condition is true: Jump to Question
  • Skip to specific question
  • Bypasses questions in between
  • Useful for conditional paths
  • Example: Skip payment if free plan selected
Show Question
  • Reveal previously hidden question
  • Question appears in form
  • Used with “Hide Question” actions
  • Example: Show “Other” text field when “Other” is selected
Hide Question
  • Conceal question from respondent
  • Question won’t appear in form
  • Can’t be answered
  • Example: Hide company questions for personal users
End Form
  • Complete form immediately
  • Show thank you page
  • No more questions shown
  • Example: End early if not qualified
Select Target Question:
  • For Jump/Show/Hide actions
  • Dropdown lists all questions
  • Choose which question to affect

Step 4: Save Rule

  • Rules auto-save as you configure
  • Look for “Saved” indicator
  • Rule is immediately active

Logic Rule Examples

Example 1: Simple Branching

Goal: Ask about employment only if currently employed
IF "Are you employed?" equals "Yes"
THEN Show Question "What is your job title?"
Setup:
  1. Create “Are you employed?” (Yes/No field)
  2. Create “What is your job title?” (Short Text)
  3. Add logic rule:
    • IF: Are you employed?
    • Operator: equals
    • Value: Yes
    • Action: Show Question
    • Target: What is your job title?

Example 2: Skip Irrelevant Questions

Goal: Skip payment questions for free plan users
IF "Select your plan" equals "Free"
THEN Jump to Question "Thank you page"
Setup:
  1. Create plan selection (Dropdown)
  2. Create payment questions (Q10-Q15)
  3. Create thank you text (Q16)
  4. Add logic rule:
    • IF: Select your plan
    • Operator: equals
    • Value: Free
    • Action: Jump to Question
    • Target: Q16 (Thank you)

Example 3: Conditional Text Input

Goal: Show “Other” text field when “Other” is selected
IF "How did you hear about us?" equals "Other"
THEN Show Question "Please specify"
Setup:
  1. Create multiple choice: “How did you hear about us?”
    • Options: Google, Social Media, Friend, Other
  2. Create short text: “Please specify”
  3. Add logic rule:
    • IF: How did you hear about us?
    • Operator: equals
    • Value: Other
    • Action: Show Question
    • Target: Please specify

Example 4: Early Form Exit

Goal: End form for users outside target region
IF "What country are you from?" not equals "United States"
THEN End Form
Setup:
  1. Create dropdown: “What country are you from?”
  2. Add logic rule:
    • IF: What country are you from?
    • Operator: not equals
    • Value: United States
    • Action: End Form
    • Target: (none - form ends)

Example 5: Number-Based Logic

Goal: Show discount code for large orders
IF "Quantity" greater than 10
THEN Show Question "Bulk Discount Code"
Setup:
  1. Create number field: “Quantity”
  2. Create short text: “Bulk Discount Code”
  3. Add logic rule:
    • IF: Quantity
    • Operator: greater than
    • Value: 10
    • Action: Show Question
    • Target: Bulk Discount Code

Example 6: Multiple Checkboxes

Goal: Show follow-up if specific interest checked
IF "Interests" contains "Web Development"
THEN Show Question "What programming languages?"
Setup:
  1. Create checkboxes: “Interests”
    • Options: Web Development, Mobile Apps, Data Science, Design
  2. Create checkboxes: “What programming languages?”
  3. Add logic rule:
    • IF: Interests
    • Operator: contains
    • Value: Web Development
    • Action: Show Question
    • Target: What programming languages?

Multiple Logic Rules

You can add multiple rules to create complex logic:

Rule Priority

Rules execute in order:
  1. First rule (top) evaluates first
  2. Second rule evaluates next
  3. And so on…
Important: First matching rule wins

Combining Rules

Example: Age-Based Branching
Rule 1:
IF "What is your age?" less than 18
THEN Jump to Question "Parental Consent"

Rule 2:
IF "What is your age?" greater than or equal 65
THEN Jump to Question "Senior Discount"

Rule 3:
IF "What is your age?" greater than or equal 18
THEN Jump to Question "Standard Questions"

Rule Conflicts

What happens:
  • Only first matching rule executes
  • Subsequent rules ignored for that question
  • Be specific with conditions to avoid conflicts
Best Practice:
  • Order rules from most specific to least specific
  • Test thoroughly
  • Use “Preview” to verify logic works

Managing Logic Rules

Editing Rules

  1. Find rule in Logic tab
  2. Click on any dropdown to change
  3. Auto-saves on change

Deleting Rules

  1. Find rule to delete
  2. Click trash icon (🗑️) on right
  3. Confirm deletion
  4. Rule removed immediately

Testing Rules

Preview Mode:
  1. Click “Preview” button in form builder
  2. Fill out form as respondent
  3. Verify logic triggers correctly
  4. Check questions show/hide as expected
Tips for Testing:
  • Test all possible paths
  • Try each conditional branch
  • Verify hidden questions stay hidden
  • Check “Jump to” works correctly

Logic with Different Field Types

Text Fields (Short Text, Long Text, Email)

Best Operators:
  • equals - Exact match (case-sensitive)
  • contains - Partial match (e.g., email domain)
  • is not empty - Any text entered
Example:
IF Email contains "@company.com"
THEN Show Question "Employee ID"

Choice Fields (Multiple Choice, Dropdown)

Best Operators:
  • equals - Specific option selected
  • not equals - Different option selected
Example:
IF "Plan Type" equals "Premium"
THEN Show Question "Premium Features"

Checkboxes

Best Operators:
  • contains - Specific option checked
  • is not empty - Any option checked
Example:
IF "Features Needed" contains "API Access"
THEN Show Question "API Usage Estimate"

Number Fields

Best Operators:
  • greater than / less than - Range checks
  • equals - Specific value
Example:
IF "Team Size" greater than 50
THEN Show Question "Enterprise Contact"

Date Fields

Best Operators:
  • after / before - Date comparisons
  • equals - Specific date
Example:
IF "Event Date" after "2024-12-31"
THEN Show Question "2025 Pricing"

Yes/No Fields

Best Operators:
  • equals - Yes or No
Example:
IF "Need Invoice?" equals "Yes"
THEN Show Question "Billing Address"

Rating & Opinion Scale

Best Operators:
  • greater than / less than - Score ranges
  • equals - Specific rating
Example:
IF "Satisfaction Rating" less than 3
THEN Show Question "What went wrong?"

Advanced Logic Patterns

Progressive Disclosure

Show questions one section at a time:
Section 1: Basic Info (Q1-Q3)
IF Q3 completed
THEN Show Section 2: Details (Q4-Q6)

IF Q6 completed
THEN Show Section 3: Preferences (Q7-Q9)

Qualification Logic

Filter respondents early:
IF "Are you 18 or older?" equals "No"
THEN End Form (with message: "Must be 18+")

IF "Country" not equals "USA"
THEN End Form (with message: "US residents only")

Smart Defaults

Show relevant follow-ups:
IF "Current Customer?" equals "Yes"
THEN Show Question "Customer ID"

IF "Current Customer?" equals "No"
THEN Show Question "How did you hear about us?"

Limitations & Constraints

What Logic Can Do

✅ Show/hide questions based on answers ✅ Jump to specific questions ✅ End form early ✅ Create branching paths ✅ Filter respondents

What Logic Cannot Do

❌ Change question text dynamically ❌ Calculate values (use form calculations instead) ❌ Validate across multiple questions (use required fields) ❌ Send different emails based on answers (use integrations) ❌ Show/hide based on external data

Technical Limits

  • Rules per form: Unlimited
  • Rules per question: Unlimited
  • Nested logic: Supported (rules can trigger other rules)
  • Execution: Real-time on client side

Best Practices

Design Tips

Do:
  • Keep logic simple and clear
  • Test all possible paths
  • Use descriptive question titles
  • Preview before publishing
  • Document complex logic
Don’t:
  • Create circular logic (A shows B, B shows A)
  • Make too many nested rules (confusing)
  • Rely on text matches (use choice fields instead)
  • Forget to test with real data

Performance

Do:
  • Limit rules per form (< 50 recommended)
  • Use “Jump to” instead of multiple “Show/Hide”
  • Group related questions
Don’t:
  • Add unnecessary rules
  • Create redundant conditions
  • Use logic for every question

User Experience

Do:
  • Show progress bar for long forms
  • Explain why questions are shown/hidden
  • Provide clear option labels
  • Test on mobile devices
Don’t:
  • Hide required questions (can’t submit)
  • Create confusing paths
  • Use logic to trick users
  • Make form too complex

Troubleshooting

”Rule not triggering”

Problem: Logic rule doesn’t work Solution:
  • Check condition operator is correct
  • Verify value matches exactly (case-sensitive)
  • Ensure target question exists
  • Test in preview mode
  • Check for conflicting rules

”Hidden question still shows”

Problem: Question should be hidden but appears Solution:
  • Verify rule action is “Hide Question”
  • Check condition is actually true
  • Look for conflicting “Show Question” rules
  • Refresh form preview

”Jump to not working”

Problem: Form doesn’t jump to target question Solution:
  • Ensure target question exists and is after current
  • Check you’re not jumping backwards (not supported)
  • Verify condition is met
  • Test with different answers

”Logic works in preview but not live”

Problem: Logic doesn’t work on published form Solution:
  • Republish form after adding logic
  • Clear browser cache
  • Check form version is latest
  • Verify rules are saved

Next Steps


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