Skip to main content

Conditional Logic

Make your forms dynamic with conditional logic. Show or hide fields, skip sections, and create intelligent workflows based on user responses.

Understanding Conditional Logic​

What is Conditional Logic?​

Rules that control form behavior based on user input:

  • Show/hide fields dynamically
  • Make fields required conditionally
  • Skip irrelevant sections
  • Calculate values automatically
  • Guide users through complex processes

Benefits​

  • Simplified forms: Only show relevant fields
  • Better data: Context-appropriate validation
  • Improved UX: Guided experience
  • Fewer errors: Smart validation
  • Faster completion: Skip unnecessary sections

Basic Conditions​

Show/Hide Fields​

Simple Example​

Show damage details only when damage is found:

IF "Damage Found" = "Yes"
THEN Show "Damage Description"

Setting Up​

  1. Select field to control
  2. Click Logic icon
  3. Choose "Show when"
  4. Set condition
  5. Save rule

Required Fields​

Make fields required based on conditions:

IF "Priority" = "Emergency"
THEN "Contact Phone" is Required

Field Values​

Set values based on other fields:

IF "Service Type" = "Warranty"
THEN "Cost" = 0

Condition Types​

Comparison Operators​

Equals​

"Status" equals "Active"
"Count" equals 5
"Has Insurance" equals "Yes"

Not Equals​

"Type" not equals "Standard"
"Priority" not equals "Low"

Greater/Less Than​

"Age" greater than 18
"Score" less than 70
"Temperature" greater than or equal to 100

Contains​

"Description" contains "urgent"
"Email" contains "@company.com"

Is Empty/Not Empty​

"Notes" is not empty
"Reference Number" is empty

Complex Logic​

Multiple Conditions (AND)​

All conditions must be true:

IF "Equipment Type" = "HVAC" 
AND "Age" > 10
AND "Last Service" > 6 months ago
THEN Show "Replacement Recommendation"

Alternative Conditions (OR)​

Any condition can be true:

IF "Priority" = "Emergency"
OR "Customer Type" = "VIP"
OR "Contract" = "Premium"
THEN Show "Expedited Service"

Nested Conditions​

Conditions within conditions:

IF "Service Type" = "Repair"
  IF "Under Warranty" = "Yes"
    Show "Warranty Claim Number"
  ELSE
    Show "Payment Method"

Common Patterns​

Progressive Disclosure​

Reveal fields step by step:

1. "Issue Type" = "Electrical"
   → Show "Electrical Details"
   
2. "Electrical Details" = "No Power"
   → Show "Breaker Check"
   
3. "Breaker Check" = "Tripped"
   → Show "Reset Instructions"

Skip Logic​

Jump to relevant sections:

IF "New Customer" = "Yes"
  Skip to "Customer Information"
ELSE
  Skip to "Service Details"

Validation Rules​

Context-aware validation:

IF "Payment Type" = "Credit Card"
  "Card Number" must be 16 digits
  "CVV" must be 3 digits
  "Expiry" must be future date

Calculations​

Dynamic value computation:

"Total Cost" = 
  IF "Customer Type" = "Member"
    ("Parts" + "Labor") * 0.9  // 10% discount
  ELSE
    "Parts" + "Labor"

Field Dependencies​

Cascading Dropdowns​

Filter options based on selection:

"State" = "California"
  → "City" shows only CA cities

"Equipment Type" = "HVAC"
  → "Model" shows only HVAC models

Linked Validations​

Validate related fields:

"End Date" must be after "Start Date"
"Confirm Email" must equal "Email"
"Max Value" must be greater than "Min Value"

Advanced Logic​

Date-Based Logic​

Time-sensitive conditions:

IF Today - "Installation Date" > 365 days
THEN Show "Annual Maintenance Due"

IF "Appointment Date" < Today + 24 hours
THEN "Urgent" = True

User Role Logic​

Different fields for different users:

IF User Role = "Technician"
  Show "Technical Details"
  
IF User Role = "Customer"
  Hide "Internal Notes"

Location-Based Logic​

GPS-triggered conditions:

IF Distance from "Asset Location" > 50 miles
THEN Show "Travel Charge"

IF Current Location = "Restricted Area"
THEN Require "Access Permit Number"

Building Logic​

Step-by-Step Process​

  1. Plan Your Logic

    • Map out conditions
    • Identify dependencies
    • Consider all paths

  2. Start Simple

    • Build basic rules first
    • Test each condition
    • Add complexity gradually

  3. Test Thoroughly

    • Try all scenarios
    • Check edge cases
    • Verify on mobile

Logic Builder Interface​

Visual Builder​

  • Drag-and-drop conditions
  • Connect with AND/OR
  • See flow diagram
  • Test in real-time

Formula Editor​

For complex logic:

if (field1.value === "A" && field2.value > 10) {
  field3.show();
  field3.required = true;
} else {
  field3.hide();
}

Best Practices​

Keep It Simple​

  • Don't over-complicate
  • Clear condition names
  • Logical grouping
  • Document complex rules

Performance​

  • Limit nested depth
  • Optimize calculations
  • Test on mobile
  • Monitor load times

User Experience​

  • Smooth transitions
  • Clear indicators
  • Helpful messages
  • Logical flow

Maintenance​

  • Name rules clearly
  • Document purpose
  • Regular reviews
  • Update as needed

Examples​

Equipment Inspection​

IF "Equipment Type" = "Vehicle"
  Show "Mileage"
  Show "License Plate"
  Hide "Serial Number"
  
  IF "Mileage" > 50000
    Show "High Mileage Checks"
    Require "Oil Change Date"

Service Request​

IF "Service Type" = "Emergency"
  Require "Contact Phone"
  Show "Alternate Contact"
  Set "Priority" = "High"
  Send notification immediately
  
ELSE IF "Service Type" = "Scheduled"
  Show "Preferred Date"
  Show "Time Window"
  Calculate "Due Date" = Today + 7 days

Dynamic Pricing​

Base Price = 100

IF "Customer Type" = "New"
  Discount = 20%
ELSE IF "Contract" = "Gold"
  Discount = 15%
ELSE
  Discount = 0%

IF "After Hours" = "Yes"
  Surcharge = 50

Total = (Base Price - Discount) + Surcharge

Troubleshooting​

Logic Not Working​

  • Check field names
  • Verify operators
  • Test conditions
  • Review dependencies

Performance Issues​

  • Simplify complex rules
  • Reduce calculations
  • Optimize conditions
  • Cache results

User Confusion​

  • Add help text
  • Show why hidden
  • Clear error messages
  • Progressive disclosure

Next Steps​