Add Conditional Logic into a Form



Conditional logic uses "If This, Then That" statements to add intelligent automation into forms, guiding users of a form through a workflow depending on their context.  Read more general information about conditional logic.

This articles discusses how to build conditional logic rules into your forms. These define how the mobile form behaves (what parts of the form are hidden, shown, required, etc) based on the information provided by mobile users.   




Add a Rule 

  1. Open the Form Builder.
  2. Ensure you have created all the questions/sections/pages that will be involved in your conditional logic rule.

  3. Navigate to the Conditional Logic tab.  
  4. Click on the Add a Rule button in the left navigation bar. 

  5. Give your rule a unique name, and optionally a description.  These will help you later identify what the rule is supposed to do in the form.

  6. In the If Statement, put together a test to check if a question meets certain conditions. The question you are checking is on the left, the operator is in the middle, and the thing you are comparing the question to is on the right.

  7. In the Then Statement, tell the form what to do if the If statement is true.   The question, section or page you want to act on is on the left, and the action you want to perform on it is in the middle.

  8. The Else statement is what should happen if the If Statement is NOT true. The form will automatically build one that is the opposite of your Then.

  9. If you want to customize the Else Statement, press "Custom Actions" and add your changes.

  10. Save the form, and test it out on a mobile device to check that your conditional logic is working correctly.


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