Understanding Logic in Forms

Instructions

1. Understand what logic does

• Logic lets you set rules that determine what happens in a form based on user input. These rules follow a basic structure:
  • IF a condition is met, THEN perform an action (e.g. show a section, hide a field, display certain options).
• You can apply logic to:
  • Sections
  • Section blocks
  • Fields
  • List options (e.g. dropdowns, checkboxes)
  • Templates
    
• Without logic, all questions and documents are shown by default. Adding logic makes your forms more responsive and user-friendly.
  
  

2. Know the logic operators available

• When building a rule, you’ll choose an operator to define the condition. These include:

3. Learn how logic is structured

• Logic rules can be built using different structures:
  • Single condition — one rule with one outcome
  • Multiple conditions (rule sets) — multiple rules combined using AND/OR
  • Multiple rule sets — distinct groups of rules with a parent connector
  • Nested conditions — layered logic where one condition must be met before checking others
  • Wrapped rule sets — advanced nesting with an outer wrapper across rule groups
• Each structure allows for greater flexibility as your form becomes more complex.
  
  

4. Understand logic outcomes

• Each logic expression returns a TRUE or FALSE result:
  • If TRUE, the action (e.g. show field) proceeds.
  • If FALSE, the action is skipped (e.g. field stays hidden).
• You’ll see a logic pill on any field, section, or template where logic has been applied. Click it to review the summary of conditions.

Common Issues & Solutions

• Issue: Logic isn’t working as expected
• Solution: Check that your conditions use the correct operator and match the field type (e.g. don’t use > on a text field).
• Issue: A field isn’t showing when it should
• Solution: Review the field’s logic tab to ensure the condition is structured correctly and is returning a TRUE result.