You can apply logic to entire sections or section blocks to control whether they are shown or hidden based on a user’s answers. This helps streamline the form-filling experience by only displaying relevant sections.
Instructions
1. Decide which section or section block to control
- Identify the part of the form that should only be displayed under specific conditions.
- Example:
- “Show the Individual Details section only if the contact type is individual.”
2. Open the form and locate the section
- In the form builder, find the section or section block you want to apply logic to.
3. Apply logic to a section
- Click on the section to open its settings panel.
- Go to the Logic tab.
- Click + Rule to add a condition.
- Choose the controlling field (e.g. Contact Type), operator (e.g. =), and value (e.g. individual).
- Save the logic.
- A logic pill will appear on the section banner to indicate that logic has been applied.
- Click the pill to view a summary of the condition.
4. Apply logic to a section block
- After importing a section block into your form, each section within the block can be configured individually.
- Click the Add Logic button on the section banner within the block.
- Set the rule(s) as needed.
- Save the logic.
Common Issues & Solutions
- Issue: The section or block is always visible
- Solution: Check that the logic condition is set correctly and is returning TRUE only when appropriate.
- Issue: Logic pills are not showing
- Solution: Ensure that logic was saved after being added. Try refreshing the form builder view.