Conditional Logic

Last Updated: Jul 05, 2019 09:48AM CET
With the Form logic feature also known as Form Conditional Logic, you get to create a more concise and smarter form, giving your respondents a user-friendly form with an efficient flow. This feature helps you do this by keeping away questions not relevant to a form respondent, you only need to display optional questions if required based on set rules. This feature allows you show or hide fields based on an answer input or selected by your form respondent.

How To Use The Form Logic
  • After creating or editing a form, click on the Settings (3rd tab) page of the form.
  • On the Form Settings page, click on the Form Logic (2nd tab) option from the left navigation bar.
 
  • To add a rule, click the Create a new rule button. This will display a pop-up box to define your rule. 
  • The pop-up allows you to set format on how you want the questions to appear on your form using the mini-dropdown beside the word "If", the Add Condition button and the Add Action button.
    • The mini-dropdown  displays the "Any" and "All" options, of which the "Any" option is displayed by default. By selecting "Any" for your conditions, you are setting your rules such that if any of the conditions you set are met, then your selected action should be executed, while selecting the "All" option, you are setting your rules such that ONLY IF ALL  your set conditions are met then your selected action should be executed. 
    • The Add Condition button allows you add conditions to your rule. After you have set the conditions that should be met.
    • The Add Action button allows you to add the action that should be executed if the set conditions are met, using the Show/Hide tab, which is the first empty tab below the word "then". This lets you decide if you want to show or hide fields depending on the set conditions, the empty tab after the show/hide tab displays all the fields on your form for you to select which the action should be executed on. You can also select a whole page, If you choose to show/hide a whole page.


There are six conditions available for setting rules in your form, which are:
- is empty: Respondent left the field empty with no input or selection
- is not empty: Respondent inputted any text/number or selected a value
- equals: Respondent's answer has to be exactly the same as the set value by you.
- doesn't equal: Respondent's answer is different from the set value by you.
- Contains: Respondent's answer includes one of the set value by you.
Does not contain: Respondent's answer does not include any of the values you have set.

 
And there are two actions available which are: Show and Hide, this means you can show or hide any of your form fields or an entire page based on a set condition.
  • For the equals, doesn't equal, contain and do not contain conditions, a Value field is displayed upon selection to input the expected value from the user, these conditions are most useful for multichoice questions. For text-based/number answers, except you are totally sure all your form respondents will input the same answer as the set value, it is advisable to use any of the empty, is not empty, contain or does not contain conditions instead to avoid missing out on responses.

 
  • After adding your conditions you should click on the "Add condition" button to save your condition and the "Add action" button at the right to save your actions. Please note that you have to click these buttons after each set condition and action.
  • Click the Done button after adding all conditions and rules to save changes to the form.
  • Click the Edit icon of a rule to edit a field and the Remove (X) icon to delete a field. You can also delete a rule from the Rules option of a form field with logic in the Builder.

  • The 'Show field identifiers' option is useful when you have multiple form fields with the same name. When this option is enabled, default field identifiers are shown beside the form fields to distinguish them, you can edit these field identifiers to a custom name from the edit option of a form field in the builder page. If you can easily identify your form fields by their labels/names, you do not need to enable this option.
  • When a form field with rules is deleted, all associated rules are removed from your form.