Conditional Logic: Show/Hide Sections and Fields Dynamically.

📄 Conditional Logic: Show or Hide Fields and Sections Based on Answers
 

Conditional logic lets you build smart, streamlined forms that only show users what they need to see. You can hide or reveal fields and sections based on how someone answers previous questions—keeping forms clean, relevant, and fast to complete.


🧠 What is Conditional Logic?

Conditional logic allows you to:

  • Show or hide individual fields or entire sections
  • Base those decisions on previous answers
  • Use AND/OR rules to combine multiple conditions

🛠 How to Use Conditional Logic

🟢 For Fields

  1. In Step 2: Fields, add or edit a field
  2. Scroll to the option: Show this field conditionally
  3. Select the condition(s) from earlier questions

🟦 For Sections

  1. In Step 2, click the gear icon ⚙️ on a section
  2. Check Show this section conditionally
  3. Choose whether to apply AND or OR logic
  4. Set your condition(s)

🔣 Supported Logic Operators

OperatorMeaning
EqualsMatches an exact answer
Does Not EqualHides content if value matches
ContainsWorks for multi-select fields
Does Not ContainUseful for excluding values

You can apply these based on:

  • Yes/No responses
  • Multiple choice selections
  • Text input (in limited cases)

🤖 AND vs. OR Logic

AND: All conditions must be true

e.g., Show "Injury Details" only if:

“Was there an incident?” = Yes

AND “Was anyone injured?” = Yes

OR: Any one condition is true

e.g., Show “Follow-up Required?” if:

“Safety Violation?” = Yes

OR “Inspection Failed?” = Yes


🧠 Use Case Examples

ScenarioLogic
Show incident section only if an incident occurred“Was there an incident?” = Yes
Reveal equipment notes if equipment is selected“Equipment used?” ≠ None
Add supervisor sign-off only if job value > $10,000“Total project value” contains “10000” (if using numeric/text field)

💡 Design Tips

  • Use conditional logic to keep forms short and context-aware
  • Don't overdo it—test combinations to avoid hiding required content by mistake
  • Combine logic with permissions and collapsible sections for maximum control

📌 Limitations

  • Conditional logic can only evaluate previous questions (not future ones)
  • If using external forms, data sources like projects or customers can’t be referenced
  • Complex multi-condition logic may require multiple layered rules or restructuring

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