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progressively show questions or information
show different questions or information according to previous responses based on previous responses.
Pre-reading
This guide assumes you’re familiar with how to create a Drupal webform.
See our other articles on forms and privacy.
Process
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What you need to
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know
As for all Drupal forms, you need to create the form and embed it in a Landing page in the CMS and . Then you publish or preview that Landing page for testing. (While Although there is a test function in Drupal forms, we prefer it’s more reliable to test on a an SDP front end view.)
Applying and testing conditional logic on forms can take a fair bit of trial and error. You’ll do a lot of refreshing of your published/preview page while setting up and testing logic configuration.
Tip: It helps to have 2 browser windows open side by side - building the form in one and testing the preview in the other. Each time you make a change on the form’s logic, you hit refresh on the other screen to see if your change did what you expected or wanted it to do.
What you need to do
Follow this basic process:
Plan your logic first (see below).
Add all your questions and information in your form in the CMS.
Progressively apply conditions and keep testing.
Hidden/visible logic can be applied on text fields, not just on 'questions' (use the Advanced HTML element).
More specific 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 |
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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.  |
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When you’re in Edit mode of a form element (a question or piece of text), you’ll see a panel on the right of your screen. Click the ‘Conditions’ tab to apply settings.
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From the screenshot above:
1 = State: Visible or Hidden (usually 'visible')
2 = All, Any or One (to add more than 1 element so that ‘all’ or ‘any’ are applicable, click the plus icon next to the element)
3 = Options include: Empty / Filled; Checked / Unchecked; Value is /Value is not
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.
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Plan your logic and create your test plan
People often set up a flowchart to map out the logic of a form or tool. I find it It's helpful to transfer this info all the information a document to plan the numbering and the logic.
This document can then be used as a test plan for your tester. You should always get other people to test your form thoroughly before you go live. You can create a share link of the page where you embedded the form for this.
Here’s an example:
Question / Text | Notes | Conditions / email handler | |||
|---|---|---|---|---|---|
1 What is your full name?* | Text field, required | ||||
2 What is your email address?* | Email field, required | ||||
3 What is your phone number? | Phone number field (10 digits), not required | ||||
4 What type of enquiry do you have? 4a Question 4b Complaint | Radios, requiredna | ||||
5 What is your complaint about? | Radios, required | Visible if Q4 value is 4b | |||
5a Melbourne | |||||
5b Geelong | |||||
5c Phillip Island | |||||
6 The next question (specifically for questions about Melbourne) | Visible if | ||||
7 The next question (specifically for complaints about Melbourne) | Visible if | ||||
8 The next question (specifically for complaints about Geelong) | Visible if | 9 Do you like dogs? | Radios, Yes/No | Visible if TBC | |
9 What is your enquiry about? | Radios, required Responses only for | Visible if Q9 Q4 value is filled9a Apples4a | |||
Email handlers Question + Melbourne Complaint + Melbourne | If Q4 value is 4a If Q4 value is 4b | ||||
Email handlers Question + Geelong Complaint + Geelong | If Q4 value is 4a4b | 9c Oranges | If Q4 value is 4a4b |
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How to use conditional logic settings: questions and text
When you’re in Edit mode of a form element (a question or piece of text), you’ll see a panel on the right of your screen. Click the ‘Conditions’ tab to apply settings.
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From the screenshot above:
1 = State: Visible or Hidden (usually 'visible')
2 = All, Any or One (to add more than 1 element so that ‘all’ or ‘any’ are applicable, click the plus icon next to the element)
3 = Options include: Empty / Filled; Checked / Unchecked; Value is /Value is not
| Info |
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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 and testing 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. |
Conditional logic settings for email handlers
Refer to Create a Drupal webform - email notifications.
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The State for email handlers is either Enabled or Disabled. The conditions required that all 3 elements needed to have the set value in order for the handler to take the specified action (i.e. send to the specified email address).
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Disable submissions
On the Settings tab of the form there’s a checkbox to disable submissions. This stops submissions being stored in the Drupal CMS. Submissions will only get emailed to the inbox specified.
Submissions rely on the Submit button being visible (the default setting on all new forms).
Hide the submit button
If you’re building a decision tool and don’t want the user to submit their any responses you should hide the submit button.
To remove the default Submit button, click on the Edit button and tick the Hide submit button checkbox.
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