What conditional logic does
Conditional logic shows or hides a field, section or page based on an answer. For example, choosing “No – fault found” can reveal a fault description and evidence upload.
Configure a field rule
- Open Forms and edit the form.
- Add the field that should appear conditionally, or select the existing field.
- In its settings, find Conditional Logic and enable it.
- Choose whether to show or hide the field when the rules match.
- Select the controlling field, comparison operator and answer/value.
- Use + Add to add another rule. Choose All if every rule must match, or Any if at least one rule may match.
- Save the form.
Example: fault reporting
Controller field: “Is the equipment safe to use?” with choices “Yes – serviceable” and “No – fault found”. Target fields: “Describe the fault” and “Upload photograph”. Set both target fields to show when the controller field is “No – fault found”. If there are separate checks that can independently trigger a fault, use a separate rule structure that matches the intended workflow and test each route.
Test every path
- Select the answer that should reveal the field.
- Select the answer that should keep the field hidden.
- Submit a test entry on each path.
- Check whether hidden fields are required or otherwise causing unexpected validation errors.
- Review notifications and reports to make sure the correct data is captured.
Troubleshooting
If a field never appears, confirm the controlling field and answer match exactly, the logic is enabled, and the form was saved. If a field always appears, check whether the rule is attached to the intended field and whether a different rule uses “Any”. If a whole section should be conditional, consider putting the relevant fields in a Section field and configuring the section’s logic, then test the behaviour.
Official guide: Enabling Conditional Logic for Fields.