Setting up conditional logic in forms

Conditional logic in forms lets you choose the forms visibility based on conditional logic. 

To set this up, choose the form you want to show or hide based on conditional rules.

Click on the settings icon at the top of the screen

And choose conditional logic

Here you can configure the logic that either shows or hides the form based on the logic rules that have been determined.

Choose if you want the form or text to be shown or hidden when the logic statements are True. If no conditional logic has been configured, the form will be shown by default.

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Click Add condition

Click Select question

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Here you will see a list of all previous information that can be used in the conditional logic for this form. This can be from Setup information, automations that run after authentication or from previous forms.

Choose the question you want to base your rule on

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Select a rule (is equal to, is any of, etc.). The available rules are based on the type of element that was selected.

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Select or enter the value that should be compared to the answer given on the form.

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When more than one rule has been set you'll need to decide if the condition is met when All or Any of the rules are true.

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You can click the Add condition button to set more rules.

If you need to combine Any and All rules in a single set of conditions, you'll need to create one or more conditional groups by clicking the Add conditional group button.

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Once the conditional logic has been saved, it will be displayed in the SmartFlow designer view with a conditional logic icon in the top right corner of the applicable form and a dash border indicating that it is only shown when the condition is met.

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If you hover over the conditional logic icon you can click the link to go directly into the conditional logic to view or edit it.

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Next: Setting up conditional logic in document

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