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  1. Plan your logic first (see below)

  2. Add all your questions and information in the CMS.

  3. Progressively apply conditions and keep testing.

    • Hidden/visible logic can be applied on text fields.

    • More specific logic is mainly used with radio and checkbox elements (e.g. Q2 is visible if the response to Q1 is 'no').

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Info

Tip: build screen

When you are in the Build mode on a webform, you can see if conditional logic has been applied to a question or piece of text by looking in the ‘Conditional’ column. Click Edit to add logic.

image-20240919-012002.pngImage Modified

Conditional logic settings

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3 = Options include: Empty / Filled; Checked / Unchecked; Value is /Value is not

Info

Numbering: Because you’re showing and hiding information and questions according to answers chosen on previous questions, it doesn’t make sense to number the questions on the final published form or tool. But while planning the logic and building the form or tool, it’s really useful. You can see on the table below how the numbering helps state the logic/conditions. It also helps when configuring logic and you need to select items on a long dropdown.

Plan your logic

People often set up a flowchart to map out the logic of a form or tool. I find it helpful to transfer this info a document to plan the numbering and the logic. Here’s an example:

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