Using conditional logic in splose forms
Conditional logic allows you to customise your forms by showing or hiding sections and fields, and sending completed form email notifications based on form responses. This powerful feature helps you create more dynamic and personalised forms, improving the user experience and streamlining data collection.
Types of conditional logic
In splose forms, you can apply conditional logic to three main areas and we cover these in this help guide:
Sections – Show or hide entire sections of your form based on specific responses
Fields – Show or hide individual form fields depending on specific responses
Email Notifications – Trigger email notifications based on specific responses
We also include a few tips and explain the validate step here.
Applying conditional logic to sections
Conditional logic on sections allows you to show or hide entire sections of your form based on user input. This is useful when you want to make your forms more dynamic, asking for more information only if certain conditions are met.
Steps to apply conditional logic to sections:
Enable conditional logic: Click on the conditional logic icon in the section title
Set conditions: Choose the field(s) and the response(s) that will trigger the section’s visibility
Save your changes: Once your conditions are set, click Save
A common embeddable form example for using conditional logic in sections is only showing questions about a type of funding when that type of funding has been selected.
This allows you to show different questions to a person privately paying for your services versus someone using other types of funding like NDIS, DVA, Medicare, Private Health Insurance, ACC and more.
Applying conditional logic to fields
Conditional logic for fields allows you to show or hide individual form fields based on user input. This is especially useful when you want to ask for certain information only if it's relevant to the user's previous answers.
Steps to apply conditional logic to fields:
Enable conditional logic: Click on the conditional logic icon in the section title
Set conditions: Choose the other field(s) and answer(s) that will trigger the field's visibility
Save your changes: Once your conditions are set, click Save
An example of using conditional logic in fields is showing additional questions if a person answers Yes to a particular question. This means that if a person answers No, they do not see questions that they do not need to answer.
Applying conditional logic to email notifications
Conditional logic can also be applied to completed form email notifications, enabling you to send customised emails based on form responses.
Steps to apply conditional logic to email notifications:
Navigate to form settings: Go to the Settings of the form that you want to enable conditional emails for
Enable conditional logic: In the email notification, click on Conditional logic
Set conditions: Choose the conditions under which the email should be triggered
Save your changes: Once your conditions are defined, click Save in the email notification and then Save in the overall form settings
Tips and validation
Validate your form: The validate button will test for cyclic dependencies:
A cyclic dependency happens when two or more fields / sections depend on each other in a loop. This creates a situation where one field / section can't be done until the other is done, but the other can't be done until the first is done. It’s like a loop that never ends.
To avoid this, make sure each field / section only depends on the information that’s already available, or create a clear order where one field is filled out first before the other can be completed. So the easiest thing to do is to build your conditional logic from the top down.
Test your form: Always test your form after applying conditional logic to ensure everything behaves as expected
Keep it Simple: While conditional logic offers many possibilities, too many conditions can make the form complex. Aim for simplicity.
Conclusion
Conditional logic is a powerful tool that lets you tailor your forms and notifications based on field responses. Whether you're hiding unnecessary fields, showing additional sections, or sending customised emails, conditional logic makes your forms more flexible and user-friendly.