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Advanced Features

Conditional Logic

Show or hide form fields dynamically based on user selections. Create smart forms that adapt to customer choices in real-time.

8 min read
Updated December 2024
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What is Conditional Logic?

Conditional Logic allows you to dynamically show or hide form fields based on user selections. This creates intelligent, adaptive forms that only display relevant fields, reducing clutter and improving user experience.

🎯

Cleaner Forms

Show only relevant fields to each customer

Better UX

Reduce form complexity and confusion

💰

Higher Conversions

Simplified forms lead to more completions

How It Works

Set up rules for each field to control when it should be visible:

Basic Rule Structure

IF
THEN SHOW

Example: IF "Product Type" is equal to "Custom" THEN SHOW "Customization Details" field

Condition Operators

Choose from multiple comparison operators to create your rules:

Text Comparisons

  • is equal to: Exact match
  • is not equal to: Doesn't match
  • contains: Includes text
  • does not contain: Excludes text
  • starts with: Begins with text
  • ends with: Finishes with text

Number Comparisons

  • is equal to: Exact value
  • is not equal to: Different value
  • is greater than: More than value
  • is less than: Less than value
  • is greater or equal: At least value
  • is less or equal: At most value

Selection Checks

  • is selected: Option is chosen
  • is not selected: Option not chosen
  • is checked: Checkbox is checked
  • is not checked: Checkbox unchecked

State Checks

  • is empty: No value entered
  • is not empty: Has a value
  • is visible: Field is shown
  • is hidden: Field is not shown

Real-World Examples

Example 1: Product Customization

Scenario: Custom T-Shirt Order

Step 1: Shirt Type
Step 2: Design Options (Shows when "Custom Design" selected)
Conditional Rules:
IF "Shirt Type" = "Custom Design"
→ SHOW "Custom Text" field
→ SHOW "Upload Design" field

Example 2: Shipping Options

Scenario: International Shipping

Country Selection
Customs Declaration (Shows for international orders)
Conditional Rules:
IF "Country" is not "United States"
→ SHOW "Customs Declaration" field
→ SHOW "International Shipping Notice"

Example 3: Service Tiers

Scenario: Support Package Selection

Select Support Level
Phone Number (Required for Premium/Enterprise)
Conditional Rules:
IF "Support Level" = "Premium Support" OR "Enterprise"
→ SHOW "Phone Number" field (required)
IF "Support Level" = "Enterprise"
→ SHOW "Company Size" field
→ SHOW "Manager Assignment Preferences"

Multiple Conditions (AND/OR Logic)

Combine multiple conditions using AND/OR logic for complex scenarios:

AND Logic (All conditions must be true)

IF"Product Type" = "Premium"
AND"Quantity" >= 10
THENSHOW "Bulk Discount Notice"

OR Logic (Any condition can be true)

IF"Country" = "Canada"
OR"Country" = "Mexico"
THENSHOW "North America Shipping Options"

Conditional Pricing

Combine conditional logic with Smart Pricing to show different prices based on selections:

Example: Material-Based Pricing

IF "Material" = "Wood" → Base Price: $50
IF "Material" = "Metal" → Base Price: $75
IF "Material" = "Metal" AND "Finish" = "Polished" → Add $20

Best Practices

💡 Tips for Effective Conditional Logic

Keep It Simple: Start with basic rules before adding complexity
Test Thoroughly: Test all possible combinations of selections
Provide Context: Show helper text explaining why fields appear
Avoid Circular Logic: Don't create rules that depend on each other
Use Clear Field Names: Makes creating rules easier and more maintainable

Performance Tip

Forms with many conditional rules may slow down on older devices. Limit to 10-15 conditional rules per form for best performance.

Combine with Smart Pricing

Create dynamic pricing rules that change based on selections

Learn Smart Pricing →