Use a single logic condition to control when a specific section, field, or template is shown or hidden based on a user’s answer. This is the simplest way to add dynamic behaviour to your form.
Instructions
1. Identify the field that will control the logic
- Decide which existing question will be the trigger for your logic. For example:
“If the contact type is individual, then show the full name field.”
2. Go to the logic tab on the field or section you want to control
- Open your form in the builder.
- Click on the field, section, or template you want to control.
- Go to the Logic tab in the right-hand panel.
3. Add a rule
- Click + Rule to create a new logic condition.
- In the Field dropdown, select the question that will drive the logic.
- You can type to search for the field label.
- Choose an Operator (e.g. =, !=, is answered, etc.).
- Enter the value that should trigger the logic.
- Example:
- Field: Contact type
- Operator: =
- Value: individual
- This rule will return TRUE when “individual” is selected, which triggers the action (e.g. display the full name field).
4. Save and test
- Once saved, a logic pill appears on the item with logic applied.
- Use Preview mode to test how the logic behaves as answers are entered.
Common Issues & Solutions
- Issue: The field never shows, even when the condition is met
- Solution: Double-check that the field name, operator, and value match exactly. Logic is case-sensitive for text values.
- Issue: The logic is applied to the wrong field
- Solution: Review the logic tab of the target field — logic should be applied to the field or section being controlled, not the trigger field.