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Add conditional logic to a form

Learn how to add conditional logic to a form, enabling dynamic behaviour based on user input and defined conditions.

Written by Billy Dilks

Conditional logic lets your form respond to the answers a provider gives. Providers only see the questions that are relevant to them, keeping your form short and focused. You'll need to have already added your fields to the form before setting up logic. See Add and configure fields for more information.


Set up conditional logic

Conditional logic is driven by selection fields — Dropdown, Radio Buttons, Checkboxes, and Yes/No Toggle. These fields act as the trigger, and you can point them to any other field on your form.

To set up conditional logic on your form:

  1. Add a selection field to your form canvas and give it a clear label, for example, 'Are you a regulated provider?'

  2. Add your answer options, for example, 'Yes' and 'No'.

  3. Add the fields you want to show for each answer, for example, a Short Text field for 'Yes, I am regulated' and another for 'No, I am not regulated'.

  4. Click Configure Logic to open the visual logic builder.

  5. Connect your selection field to each possible outcome by drawing a path between the nodes.

  6. For each path, set the condition, for example, when the answer equals 'Yes', show the regulated field.

  7. Click Save Logic.

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Provider Manager Campaigns screenshot

Test your conditional logic

Once you have saved your logic, always test it in preview to make sure the right fields appear for each answer.

  1. Click Preview Form.

  2. Turn on Logic Mode.

  3. Change the answer in your selection field and check that the correct follow-up fields appear for each option.

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Provider Manager Campaigns screenshot

🤓 Tip: Test every possible answer in your selection field to make sure all paths work correctly before saving and publishing your form.

⚠️ Important: Conditional logic is driven by selection fields only — Dropdown, Radio Buttons, Checkboxes, and Yes/No Toggle. You cannot use basic fields such as Short Text or Number as the trigger for conditional logic.

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