Set form logic

Unlock the potential of form logic to simplify form filling, engage users, and collect precise data with ease.

What is form logic?

Form logic allows you to set rules based on specific answers from respondents. Create dynamic and interactive forms that adapt in real-time. For example, show extra questions if a certain option is selected or skip to the next section based on responses. You can control the form flow, show or hide fields, and personalize the user experience with form logic.

Form logic tips

Before setting up form logic, consider these valuable tips:

• Plan your form: Map out your form’s logical flow and questions to create an efficient form.
• Keep it simple: Avoid excessive rules to prevent user confusion.
• Test thoroughly: Experiment with various scenarios to ensure your logic behaves as intended.
• Clear instructions: Provide instructions on why certain questions appear based on responses.
• User Experience: Personalize the form for a seamless user journey.
• Avoid overwhelm: Don’t create overly complex branching paths.
• Review and refine: Gather feedback and refine your form logic for optimal results.

Set form logic

Follow the steps below to set logic for your form:

1. Click the Logic button in the top left of form builder.

   

   This will open the Logic panel.

   

2. To add a new logic, click the New Logic button in the top left.

3. Set up the conditions:

   • Select a field after the trigger conditions (If).
   • Select a detailed criteria (like “is equal to”, “is answered”).
   • Select a value from the field that must be met for the logic to execute.
     
     

4. Then set what happens when this condition is met:

   • Select an outcome (like “hide”, “enable”) after the action (then).

   • Select the field to which the actions will apply.

   

5. After you’ve set up the logic, you can return to the form builder, and preview how your logic works.

   

Filter multiple form logics

If you’ve added multiple logics to your online form and it’s hard to find the one you want to edit, you can use the logic filter to quickly find and edit a specific logic by field ID or field label.

1. Open the form builder and click the Logic button located at the top left.

   

   This will open the Logic panel.

2. Use the Search Bar at the top to enter the field ID (for example, "#3") or field label (for example, “ADDRESS”).

   

   This filter will display all the relevant logics associated with the chosen field.

Reuse field with form logic

In our online web form or master form, you can effortlessly reuse the same field content on any page of the PDF. To achieve this on an online PDF form, you can use the form logic.

For example, as shown below, you can copy the content from Signature #3 to Signature #4. So, when a respondent signs on Signature #3, their signature will automatically appear on Signature #4, saving them from entering it multiple times.

Please ensure you add both is answered and is not answered as conditions. This way, when Signature #3 is cleared, Signature #4 will also be cleared, providing a seamless user experience.

The printed PDF looks like this:

For a more seamless implementation, you can set Signature #4 to Read-Only on Form.

This will prevent confusion for your customers since any changes made to Signature #4 will not be copied back to Signature #3. It’s important to remember that the logic setting is one-way, only copying from #3 to #4, and not the other way around.

Further explore form logic

For additional examples and practical applications of form logic, refer to the Commonly used form logic section.