Conditional logic shows or hides sections and questions in your forms based on a client's answers, so clients only see what's relevant to them. You can also use it to send completed form email notifications only when certain answers are given. It works the same way in standard and embeddable forms.
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 validation step here.
Before you begin
Conditional logic is set up in your form templates. To open the form builder, go to Settings > Automation > Forms.
A condition can be based on a Yes/No, multiple choice, dropdown or checkbox question. Add the question you want to base your logic on before you set the condition.
How-to
Apply 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.
Click the conditional logic icon on the question.
Choose the question and the answer that will show this question.
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.
Apply 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.
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.
Apply 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.
Go to Settings > Automation > Forms.
Click the three dots (…) next to the form under Actions, then select View.
Click Settings in the top-right corner.
Under Email notifications, edit a notification or add a new one. More on form email notifications →
Check Conditional logic.
Choose whether the notification sends when any or all of your conditions match, then set the conditions.
Click Save in the email notification, then Save in the 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.
Things to note
If a section or question is hidden by conditional logic, any required questions in it don't stop the form from being submitted.
The any/all option applies to email notifications.
Troubleshooting and FAQs
A client submitted a form without answering a required question. Why?
A client submitted a form without answering a required question. Why?
The question was probably in a section or question hidden by conditional logic. Required questions that are hidden don't stop the form from being submitted.
Can I base a condition on a short answer or paragraph question?
Can I base a condition on a short answer or paragraph question?
No. Conditions can be based on Yes/No, multiple choice, dropdown and checkbox questions.