Smart Forms Using Conditional Logic

Last Update: April 16, 2013

What's a Smart Form?

It depends on you. Do you want to segment questions to different type of users or just want to accomplish more with less? Smart forms get the job done for lots of stuff. It usually works like, do -> this if -> condition met and vice versa.

Here's a short list on some real live examples:

- Send emails to different departments according to user answers
- Show further questions when user chooses a specific answer
- A multi-page survey with page skipping depending on user answers
- Separate PDF downloads depending on the users' choice
A quiz where different "Thank You Message" is shown according to user answers
Password protecting a form. The form isn't shown until the user enters the password
Don't show the submit button until the user makes a particular choice


How Do I Setup Conditions on My Forms?

Nothing complicated here. Just follow the "Conditions Wizard" and it'll take you couple of minutes to smarten up your form.

1. Accessing the Conditions Wizard

Go to “Setup & Embed” and click "Conditions".

accessing conditions


2. Deciding on a Conditional Logic

Think about what you want to do and select a condition accordingly.

conditions wizard


What Each Conditional Logic Does?

Show / Hide a form field
It shows or hides a form field when a selected condition is met. For example, when a user answers a question like "Did you use our product?" as "Yes" then show "What did you like about it the most?"

Skip to a page or end of the form
Allows users to jump to a part of your form according to their choices. Depending on user’s previous answers, you can ask additional questions on a new page, or simply end the form.

Send an e-mail after submission
Redirect your e-mail alerts according to the form entry. Let’s say you have a dropdown question that has options like “Sales”, “Support” etc. When user selects to contact "Sales" send the response email to the Sales Department.

Change Thank You URL after submission
Redirect to a different thank you page according to the form submission. Let’s say you have many PDF whitepapers. You can keep them in a dropdown list and depending on which whitepaper user selects redirect him/her to that particular whitepaper after the form is submitted.

Change Thank You Message after submission
Display a customized thank you page according to the form response. If you have a quiz and the responses for the quiz is generally not correct, it might be useful to provide the answers or additional resources to follow.


3. Setting Up a Condition

This screen is a dynamic form. Depending on the fields you've added and choices that you have set determines if->then fields. Example: If department field equals to sales, Then send notification email to sales@domain.com.

adding conditions

Once you complete the condition save and test your form. Make sure that the condition is working properly before adding more conditions to your form or your smart form will turn out to be a stupid form :)


How'd you do? Did you have any difficulties understanding this guide? Please share your thoughts in the comments section below.

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56 Comments...


   
johndoewho (September 11, 2010 at 07:42 AM)

what if I want to go to page 1 if cost is between 0 and 100,and go to page 2 if cost is between 100 and 200, where cost is a number field? what should I do?


   
Esther (September 26, 2010 at 10:59 PM)

I'm wanting to hide some of the items on the form if condition is less than 4
or go to another page if greater than 8

Can more than one condition be set up?


   
Hershel Wolf (September 29, 2010 at 03:34 PM)

I am collecting 5 responses, all from identical drop down menus. I want to ensure sure that each response is different; that there are no duplicate responses among the 5. Can I do this with conditional logic on forms?


   
jiwalters (October 20, 2010 at 06:23 PM)

How can I use the logic with star or scale ratings?

I can't figure a way...


   
JotformSupport (October 21, 2010 at 01:45 AM)

Please ask your questions to the forum.

Start just with as if you are adding a condition to a textfield.
On the top toolbar Setup & Share> Conditions is the way for adding Conditions.
What you should enter to the area is the number of stars.(1,2,3...)


   
MarceloTorres (October 21, 2010 at 08:01 PM)

Como hago para tener en vez de "also" un "or"
(how can i made "or" instead "also" in conditional mode?)
Gracias
Thanks
Marcelo


   
ResumeEvolution (October 29, 2010 at 07:38 PM)

I am trying to make a quiz, but I'm not sure which logic would be able to grade it.


   
davest (November 27, 2010 at 02:28 PM)

On our form the section "Registration Days" I have 5 items Full Registration then 4 days what I want is if "Full Registration " is selected then gray out the other 4 days. Then if any of the 4 days selected then gray out Full Registration.

DaveSt


   
nanstondental (December 07, 2010 at 11:56 AM)

Is there a limit as to the number of characters that the notification email address can have?


   
Nixor (December 11, 2010 at 06:25 AM)

Hi so i was trying the conditional logic on a check box with just one option instead of the standard minimum two option - but it was not working - the ticks in all the check boxes were present before on the page rather than being empty for the person to tick on- plz help ?


   
MFA (December 17, 2010 at 12:26 PM)

I was trying to use conditional logic on a check box with three options. I had put conditions on all three responses, but only one was to show the address block. They all ended up showing the address block at one point. Another error i got after trying again was that the address block was showing when the page was loaded. So, conditional logic didn't seem to be working properly for check boxes.


   
webadmin (December 21, 2010 at 06:28 PM)

I am trying to send different emails to the form applicant based upon the form answers. When I set up the conditions, it places the term {email3} into the Email To field (see here: http://screencast.com/t/XpsmiPsO2PU6).

My form is not working. What value do I need here to send the email to the applicant when the conditions are met?


   
Lazersam (February 06, 2011 at 04:28 AM)

I have a form that displays text when the user chooses an option. The only way I have found for this to work is to set up two conditions where the form HIDES the text if the condition is NOT met and then to DISPLAY the text when the condition IS met.

If the text could be set to hidden in properties and then a condition could DISPLAY it would be much more convenient.

Even so, conditions are AWESOME!!


   
txconejo (February 08, 2011 at 03:10 PM)

I am setting up a product order form.
1st half of my form contains: Name, Email, Address, Phone.
2nd half of form contains:
5 unique products each with a quantity selector.
I am hoping to add a conditional product for shipping wherein if the order total is below $25 then shipping is $2.95 or above a total of $25.00 shipping is free.
The Conditions Wizard is only showing me the first four options of name, email, address and phone and then the title for the 2nd half of my form. (those are my only show/hide field under the "if" option.
There is no option to apply conditions to any of the products of which shipping is one. How can I set this up?


   
JotFormSupport (February 09, 2011 at 09:08 AM)

@txconejo:

You can not do it directly. As you said there is no option for this. It is in our future feature list. What you can do instead is:

Create a form and create the conditionals so that if a user chooses some of the fields he/she will be redirected to a different form upon submission.

You can change the redirected form addresses according to the selections of the user.


   
Tim Genster (February 15, 2011 at 12:38 PM)

I want to set-up a survey that presents recommendations based on specific options selected within the form. Can JotForms help me with this?


   
Manstud (February 19, 2011 at 02:24 PM)

Most of my customers are going to my contact form from different pages. They choose one of these different pages because of the product choice they made. When they arrive to the contact form, they have to choose again in a list the product that were on the page they're coming from. Could this item be automatically fulfilled in the form, conditionally to the page they're coming from ?

View Answer


   
fazilat.ma (February 23, 2011 at 10:48 AM)

how can i use my own id format?


   
atrw (May 05, 2011 at 06:01 PM)

I have one question on my form, "What is your primary business activity?" This has a list of 20 or so responses. I set up about 15 conditions from those answers that will direct the person to another question "Describe your business activity." I have previewed the form and when I cick on "Advertising" for example the question "Describe your business activity does not appear below it for some reason. Please tell me how I can fix this.

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Marsha (May 09, 2011 at 02:00 PM)

I set up registration using the Jotform and when the meeting is over I would like to set up a survey and email the survey out to the attendees of a meeting. I am having trouble just getting the survey set up. The questions are not showing,I have deleted the standard information in the matrix row but it keeps coming back. Can someone help me to get the survey set up? I just emailed what I had completed of the survey and foun d the question had disappeared.

Marsha

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hillsley (May 12, 2011 at 10:42 PM)

I can't seem to stop some sections of my form from appearing when a particular option is chosen. Can you help me with this?

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3DMetrix (May 26, 2011 at 07:25 PM)

I have a 'hide if' question - that won't hide a header. Can you help me with this? (I'd be happy to send you a screenshot :o)

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bankruptcynews (June 02, 2011 at 10:07 PM)

My forms are multiple choice tests. When the student selects an incorrect answer, I want a message to pop up explaining why it is wrong.

I can't figure out how to select the place it should go. When I click Select field, all that comes up is "select field."

View Answer


   
lllll (July 23, 2011 at 10:11 AM)

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sunilv (July 25, 2011 at 01:07 AM)

Can I calculate dates using conditional logic? I have a date field for "event date" and I want to show a "submission due" date that is 8 months before the event date.

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PGPacific (August 02, 2011 at 07:48 PM)

I go to the saved Conditions within the Conditions Wizard and see all of my "show/hide a form field" conditions. However, they are not working.

I cloned this form from another prior form and on that prior form the conditions were working fine.

Solutions?

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anniescadden (August 16, 2011 at 09:52 AM)

I need to apply the same condition to a number of fields - is there a way of doing this?

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jryan (August 16, 2011 at 02:12 PM)

Can I hide multiple fields based on a single conditional response?

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marcflight (December 19, 2011 at 06:58 AM)

Hi,
I would like to have a box to allow an organization to select the number of participants and based on that number to have x times the 3 fields name, title, phone number (for each of the participants) to appear on the form.
What is the easiest way to do this??

View Answer


   
CesarGuimaraes (May 10, 2012 at 08:58 AM)

How can I make a form for a limited number of subscriptions?
For example, I have 20 seats to a talk and when I complete those 20 subscriptions I would like to stop the form.
Is it possible?

View Answer


   
lunarplaytime (June 19, 2012 at 05:45 PM)

I have tried to apply the same conditions to two different buttons. When I set all the conditions to the first one, it works fine. But then when I apply them to another button, they stop working on the previous button.

Surely I must be able to make the conditions work all over the place. This is on formID=21704271832145

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Mobile2012 (July 04, 2012 at 12:29 AM)

Is there a way to name pages? Instead of trying to remember which is "page 1" and "page 4", etc, for a long list of pages, it would be easier if each page could be named; and those names used in branching conditions.

Thank you.

View Answer


   
coralsprings954 (July 12, 2012 at 02:10 PM)

How do I make it so on my drop down field, when a user makes a selection it automatically re-directs them to a different url or a completely new form?

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cscnats (August 16, 2012 at 08:25 PM)

Is there a way to add multiple "then"s or results to a condition? For example, for the MMiT Application form I'm working on, I want to hide all questions until they're answered one at a time. (Once the full name is filled in, then it will show 'Have you paid your dues?'; if they select 'yes', it will show 'Please list all available...' - if they select 'no' it will hide the rest of the form.

Is there a way to do this without going into each specific question and creating multiple conditions for it? I can see that you can add multiple 'rules', but not multiple 'then' sections.

Thanks,

Sarah

View Answer


   
sharebids (August 26, 2012 at 12:27 PM)

I'm looking to provide a dropdown where the user selects a state, which will limit choices in a second dropdown to only those cities within a state. Other option would be to include (in the first option table) header selections of state with sub-selections of city. Only problem is that I don't want the users to chose the state level.

How can I accomplish either of these?

View Answer


   
sharebids (August 26, 2012 at 12:27 PM)

I'm looking to provide a dropdown where the user selects a state, which will limit choices in a second dropdown to only those cities within a state. Other option would be to include (in the first option table) header selections of state with sub-selections of city. Only problem is that I don't want the users to chose the state level.

How can I accomplish either of these?

View Answer


   
dringram (December 14, 2012 at 08:21 PM)

How can I do the following: Based upon a particular response I want go to one of 3 other forms. The conditional logic works fine for specifying different pages, but not for specifying different forms. Also, is there a way to add an invisible page break (one that doesn't have the previous-next buttons).

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alaming (February 10, 2013 at 02:47 PM)

I succeeded to get several conditional questions, but i came to a point where i don't see all the questions i saved and therefore can't set up a condition for my last question - is there a limit to the conditions?
Thx

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webtodesigns (February 11, 2013 at 02:40 AM)

It would be great if we were able to add conditional logic to products for purchases.

i.e if Product 1 selected show product 3.

Would help greatly advance the product page and add great value for up-selling.

Is it possible to see something like this in the near future?

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vikas (April 06, 2013 at 03:13 AM)

I succeeded to get several conditional questions, but i came to a point where i don't see all the questions i saved and therefore can't set up a condition for my last question - is there a limit to the conditions?I have made experiment in my website www.finetechcode.com
Thx

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allens (April 15, 2013 at 01:47 AM)

Hi I have created a form that has different office locations in a drop down box & i want it to send the notification to that office based on the selection from the drop down box. This work when I put one condition in but when I attempt to put multiple locations email address in it wont work? Please help

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Althea Dyce (April 19, 2013 at 06:11 PM)

Can a jotform be used in a wordpress theme? I have page where I just need to show the terms and conditions, and for my member to check the terms and conditions. If they do not check it they can not pay. That's it. Is Jotform good for this?

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rhallga (June 01, 2013 at 12:36 AM)

Still not clear on how to password protect a form from information provided here. Can you help me with this?

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TheDGPA (June 21, 2013 at 12:02 PM)

I am placing the same form on both a blog and the website. I'd like the thank you page to match the style of the blog when on the blog and match the style of the website when on the website. So, my question is...

Is there a way to send the user to a particular thank you page, depending upon where the form is embedded?

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ABATraining (July 11, 2013 at 09:25 PM)

How to set up conditions on a Matrix survey tool?

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formsonline (August 07, 2013 at 04:59 PM)

Can a form user be redirected to a specific url if they meet a condition placed on a specific field?

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GErickson (September 02, 2013 at 11:57 PM)

Is there a way to group a number of form widgets so I can use a conditional to show or hide the whole group instead of having to add an action for each of many widgets?

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Uma S (September 27, 2013 at 03:35 PM)

Hi there,

We have a form with many commodities. The user can select any or all of the commodities and they fill in all the information.

We would like the email to show only the details for the commodities they selected and filled out.

How do we set up conditions for this?

Thanks,
Uma

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MelissaH (November 04, 2013 at 02:07 PM)

I am trying to set up a date condition. If today's date (which is the first date field on the form) is after the 20th, then a different date field would pre populate with the first day of the next month, without being able to change it to a previous date. My form is http://form.jotform.co/form/33017165043848 and want cid_21 to be populated with the today's date or later if cid_5 is todays date is before the 20th of the month. If it's (cid_5)the 20th or later I want cid_21 to only allow the date the be the first of the next month or later.

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Original7_Inc (November 07, 2013 at 03:05 PM)

I am trying to set up conditional logic based on information supplied by my sales rep.
If there is one components then I need just one component section and hide the rest of the components. How can I do that??

It will hide everything if there is no selection, but if I select a component then it shows all 4 components.

Thanks,
Mary Ann

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erinbjorn (December 12, 2013 at 03:46 PM)

I am setting up a form for a bike a thon fundraiser where people can support a specific person. I have a dropdown box with names and I am trying to set up a condition using "is equal to" so when a person is sponsored they receive an email that they have been sponsored. I got one condition set up but when I tried to set it up for additional people it will only let me select the top name in the dropdown box.

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sosincfloydva (April 10, 2014 at 08:44 AM)

can I have it so that the receiver of the form can then reopen form and mark "approve" and then route it to someone else?

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alan (May 24, 2014 at 01:18 AM)

Can we add customer log ins so they can return time after time to enter and adjust entries into their forms? With the ability to see their previous entries and adjust those rather than clearing o9ut the whole thing?

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simonebrennan (July 20, 2014 at 07:13 PM)

Hi, will the normal notifier and autoresponder emails still be sent if a condition is put into place to send to a specific person depending on an answer?

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shabir allie (September 16, 2014 at 03:07 PM)

Hi
Can i add the following conditions to the BMI calculator:HOW WOULD I DO IT?
CALCULATION < 18
18

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shabir allie (September 16, 2014 at 03:12 PM)

Hi,Can the following conditional logic be carried out :
calculation less than 25 but more than 18 and calculation less than 30 but more than 25....and so on
Thank You In Anticipation

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