Skip to main content

How to use Condition Logic

Alex Hom avatar
Written by Alex Hom
Updated over 2 months ago

Condition logic allows users to set fields to only display if certain conditions are met based on data input to other fields within the form. These fields will be hidden until the conditions are met and once met within the form, the sequential fields will show automatically. Conditions can be grouped such that the field is checked for AND/OR conditions. Fields can only have a maximum of 3 groups of conditions. There is no limit to the number of conditions within a group.

⚠️ Important


  • Conditional Logic can not be toggled for Reference and Header fields

    • Reference and Header fields can be used within another field' conditional logic

  1. Click on a Field

  2. Toggle Condition logic to enable conditions

  3. Click on Edit

    1. This button will be disabled if the toggle is not enabled

    A screenshot of a computer

AI-generated content may be incorrect.
  4. Select the logical operator that the Group will follow

    1. AND – all conditions must be true

    2. OR – any condition must be true

  5. Define the conditions

    1. Section name – Select the section of the field

      1. Section dropdown will automatically pull from the job type

        1. Includes Header and Reference if they exist

    2. Question name – Select the field

    3. Select operation – Select logic statement

    4. Value/Option/Date/Number– Select/Input conditional value(s)

      1. Will only be displayed if the operation requires it

  6. Condition – Add a condition to the group

    1. This button will be shown for all groups within the condition logic. Pressing this button at its group will add a condition to the group.

  7. Group – Add a Group

    1. This button will be shown for all groups within the condition logic. Pressing this button at its group will nest the created group under it

      1. Nested groups are considered as “AND” logic

      2. Condition logic defaults to one starting group

  8. Click Done to save conditional logic changes

    A screenshot of a computer

AI-generated content may be incorrect.
  9. Click Save Changes to save the condition logic to the field

    1. Navigating away from the field will remove ALL condition configuration.

Condition Logic - Field Operations

(Some fields are not yet supported)

Type of Field

Options

Description

Long Text
or
Short Text

Is blank

Is not blank

Includes (not case sensitive)

does not include
(not case sensitive)

Field does not have data

Field has any data

Field has specific data

Field does not have specific data

Boolean

Is exactly

Is blank

Is not blank

Field has specific Data

Field has no data

Field has any data

Date

equal

before

after

is blank

is not blank

Field has specific date

Input is before a specified date

Input is after a specified date

Field has no data

Field has any data

Number

Equal

greaterThan

greaterThanOrEqual

lessThan

lessThanOrEqual

is blank

is not blank

Field has value = specified data

Field has value > specified data

Field has value specified data

Field has value < specified data

Field has value specified data

Field has no data

Field has any data

Single Select

Is exactly

Is not exactly

Is blank

Is not blank

Field is specific value

Field is not specific value

Field has no data

Field has any data

Multi Select

Contains all

Contains any

Contains exactly

Is blank

Field has specific value(s)

Field has any specific value(s)

Field only has specific value(s)

Field has no data

Did this answer your question?