Rule sets allow you to apply multiple logic conditions to a field, section, or template. You can require all conditions to be met (AND), or just one (OR). This gives you more control over when parts of your form appear.
Instructions
1. Choose what you want to control with logic
- Identify the field, section, or template that should be shown or hidden only when multiple conditions are met.
- Example:
- “Show the ACN field only if the contact is a company and the company is Australian.”
2. Go to the Logic tab
- Open the target field, section, or template in the form builder.
- Click the Logic tab.
3. Add a rule set
- Click + Rule to start creating your first condition.
- Select the controlling field from the Field dropdown.
- Choose an operator (e.g. =, !=, is answered) and enter a value.
- Click + Rule again to add a second condition.
4. Set the connector between conditions
- Choose AND if all conditions must be met.
- Choose OR if only one condition needs to be true.
- Example setup:
- Rule 1: Contact type = company
- Rule 2: Country = Australia
- Connector: AND
Result: ACN field appears only if both conditions are met.
5. Save and test your logic
- When saved, a logic pill appears on the field or section.
- Click the pill to review the logic summary.
- Use Preview mode to test how your logic responds based on input.
Common Issues & Solutions
- Issue: The logic never triggers
- Solution: Check that all field names, operators, and values match exactly — especially when using AND, where all conditions must be true.
- Issue: Conditions appear to conflict
- Solution: Review whether AND or OR is appropriate. Using the wrong connector may cause logic to evaluate incorrectly.