User Guide

 

Smart Forms Using Conditional Logic

Smart Forms Using Conditional Logic

What's a Smart Form?

It depends on you - Do you want to segment questions to different types 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 is met and vice versa.

Here's a short list of some use case scenarios:

🔘 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 user's choice

🔘 A quiz where a 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

Click SETTINGS at the top > then CONDITIONS on the left.

2. DECIDING ON A CONDITIONAL LOGIC

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

What Each Conditional Logic Does?

SHOW / HIDE FIELD

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

Here are some guides related to this function:

🔗 How to Show or Hide Fields Based on User's Answer

🔗 Hide or Show Multiple Fields at Once

🔗 Show or Hide Multiple Fields at Once Using the Form Collapse Tool

UPDATE / CALCULATE FIELD

You can insert or change the value of an input field based on the rules you have set in your conditional logic. Let's say you want to perform a calculation and pass it on a textbox named "Total" when a certain field is filled out.

You can check the guides below to learn more about this conditional logic:

🔗 How to Insert Text or Mathematical Calculation into a Field Using a Condition

🔗 How to Manipulate Text String with Conditions and Calculation

ENABLE / REQUIRE FIELD

This option allows you to set a form field to be REQUIRED or NOT REQUIRED depending on the user's input. It's up to you on how you would like to set the conditions for it. You can also ENABLE or DISABLE form fields. This option can also be used to conditionally set or change a field's Input Mask. The Input Mask helps with entering data by ensuring a predefined format will be followed.

Here are some guides related to this conditional logic:

🔗 How to Make a Field Required Based on Another Field Selection or Input

🔗 How to Set Content Mask on a Form Field Based on Another Field Input

SKIP TO / HIDE A PAGE

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.

Below is a guide with more details on how to use this feature:

🔗 How to Skip Pages Using Conditional Logic

CHANGE "THANK YOU" PAGE

In this option, you can 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.

You can also display a customized Thank You page according to the form response. If you have a quiz and the responses for the quiz are not correct, it might be useful to provide the answers or additional resources to follow.

Here are some guides that might help you on this feature:

🔗 Change Thank You URL Based on a Condition

🔗 How to Change Thank You Message Using Conditional Logic

🔗 How to Change Thank You Message Depending on the Language Used

CHANGE E-MAIL RECIPIENT

Send different e-mail alerts based on your user's response. Let’s say you have a dropdown question that has options like "Sales", "Support", etc. When a user selects to contact "Sales" send the response email to the Sales Department.

Here's a comprehensive guide on how you can setup email alerts with conditions on them:

🔗 How to Send Email Based on User's Answer

3. SETTING UP A CONDITION

This screen is a dynamic form. The fields you've added and choices that you have set determines IF > THEN fields. For example: IF the department field IS EQUAL TO sales, THEN SEND notification email to sales@sales.com.

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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  • CONTOMS

    Can I create multiple conditions for the same field? For example, lets say I want to restrict access to the form based on 5 different email addresses? I should be able to create the condition rule for is ANY of the 5 email addresses are present, right? This worked two days ago for me but now I am only allowed to make this condition rule with 1 email address. If I have more than 1 email address the conditional logic does not work...

  • WiltonMill

    -send email only when certain column is chosen in an input table.



    Hello, I want to send a notification email only when a certain column in an input table has a check.



    The table has two columns labelled "Satisf" and "Unsat".



    The logic currently is

    IF (table field)

    STATE (Contains)

    TARGET (Value)

    VALUE (Unsat)



    The example logics I've seen on this thread have a STATE of "is Equal to". I don't know what the functionality of the Contains state is in regards to the input table columns. As it stands right now simply putting the VALUE as the name of column of the input table, for which it sends the notification email when someone answers in that column, does not work.



    Thank you!

  • WiltonMill

    -send email only when certain column is chosen in an input table.

    Hello, I want to send a notification email only when a certain column in an input table has a check.

    The table has two columns labelled "Satisf" and "Unsat".

    The logic currently is
    IF (table field)
    STATE (Contains)
    TARGET (Value)
    VALUE (Unsat)

    Problem: I'm not getting emails when I do test forms that have Unsat reponses.

    Thank you!

  • ashutoshjaihind

    I HAVE TO MAKE A FORM FOR DIFFERENT PRODUCTS.
    THE PRODUCTS LIST WILL BE IN A DROPDOWN MENU.

    example: dropdown list will contain business cards, websites, flyer, poster, pamphlet
    -when the user select the product, the list of another dropdown changes as per to the change in product.

    --My Problem is that how I will set the final price conditions because final price will depend on the selection of 5 to 6 dropdown's menu.

    --thankyou

  • jlmerkey

    I have set up the conditions and they are not working, at all :( I took screenshots and I am kind of at a loss here how to get them working.

  • sheila marie cenabre paradela

    the conditions of change address from -where- and -to -the ,delivery,example #21 narra avenue,veraville homes II paranaque metro manila 1700 to Aguinaldo st.#10 block d6,lot 4 SIR new matina davao City 8021 (philipinnes)

  • mohamed

    That tutorial is useful

  • elgabriello

    Hey,
    My form is basic "are you attending" form.
    Respondents can answer 'yes' or 'no'. I can stop after a number of submission but I would like to stop the form after X 'yes'.
    Is there a way to do so ? Like if I have W submission with the answer 'Yes' to the question 4 do not show question 4 anymore?

    Thank you

  • ab

    Hi,
    I am trying to create a form in which by using "the spinner" clients can select the quantity of the product to purchase. After that lets say for example they chose 1, then they will have the option to customize that item by using radio buttons. My problem is that the quantity can go from 1 item to 200 items, so I would like to automate the process of creating a new radio button for every item they choose to buy. Please help me to find a viable solution without the tedious work of creating individual logic configurations to each quantity.

  • alicewolke

    Hi! I'm trying to force users to check "yes" to agree to our privacy policy before they submit their forms -- I don't want them to be able to submit without checking yes. How do I structure the conditional logic to require this?

    Would it be better to have only a "yes" checkbox instead of yes/no?

    This is formID=61224190986156

  • Gwendolyn Mcveigh

    Hey blog post ! I was enlightened by the details , Does someone know if my business can acquire a sample IRS 4506-T form to use ?

  • Nmead

    conditional logic_I need a greater than state
    does not seem to be available was a 'state' option (although I am sure I was able to use it yesterday????
    I need to say if 1.1h>-1 then 1.1a=21
    How to I get the greater than option please

  • kranai

    Hi

    This is magic...it is so easy to use and does what i want exactly.

  • ClintonvilleQuest

    Can you have multiple "ifs"? For example:

    You have four age brackets: 5-17, 18-25, 25-35, 36+

    Can you say IF: age bracket is 5-17 OR 18-25, THEN: charge $20?

  • GrannyGooGoo

    I just wanted to update my earlier problem. I was trying to use the conditional statements to update prices if a certain box was checked but couldn't figure out how to adjust it for all the different prices. Since last night I figured out that I had to make a statement for each price and it worked. Was a pain to write a statement for each one, hopefully it will work as intended.

  • rhherren

    I have made a form and let me say, this is amazing. It works so well. I love the ease of using the logic. I am utilizing the conditional logic that IF choice A, then SHOW option 1, IF choice B, then SHOW option 2.

    It works great online, but when converting to a fillible PDF, the logic does not make the next question appear. I choose choice A, and nothing happens.

    Is this not possible yet?

    Again. Amazing job on Jotform.

  • jgoodmanFORSYTHES

    Is there a maximum number of logic statement you can have on a form?

  • CathyRuhl

    Hi -- I would like to create a form that would be mailed IF:

    "Home Safe" is empty AND
    "Expected Return Date & Time" more than 1 hour ago... is there any way to do this? Thanks

  • hayancey

    I am using skip logic on a question that is yes/no. If 'Yes' then display specific question and if 'No' then a different question comes up. No matter how I seem to set up the rules, either the 'Yes' follow up OR the 'No' follow up question populate on the unfilled form. Am I missing something that will not allow either alternative question to show up until a 'Yes' or a 'No' is selected?

  • insurancewhisper

    Your content is nothing short of brilliant in many ways. I think this is engaging and eye-opening material. Thank you so much for caring about your content and your readers.

  • trademarque

    Hello

    my form has multiple options for people who are subscribing (this is a printed magazine), updating an address or cancelling a subscription. The conditions are working for jumping to a page of fields. That works, but I can't get it to skip pages to the end after this step. It used to work on FormsCentral.

  • nlpmarin

    What syntax do I use to update a date field? I would like to populate a "start date" field based on what is entered in two other fields. I understand how to phrase the conditions, but I can't figure out how to type the date in the calculation area to get the date field to display correctly. Thank you!

  • mcmendelsohn

    First of all Thank you! This is fantastic. I just made my first form and converted it to fillable pdf. as instructed, but my images don't show on the pdf? I have two images on the form, one is my logo and the other one is a guide to help the customer answer a specific question. Is there a trick to this or is it not possible to include images in the pdf?

  • jkirschner

    I have set up my form with page breaks between sections. Depending on someones selection, certain pages can be skipped, but I can't seem to skip the whole page and onto the next section without leaving the "back/next" bar. If I try to include it in the skip logic, when I hit next, it comes to a blank page. If I leave the "back/next" button in, then they keep coming up with no information behind them, and it looks tacky. Is there a way to hit "next" and skip a whole section?

  • munir1992

    Hello
    I was trying to use conditional logic in my form and i am having trouble with it. So I used purchase order to display my products. What i want to do is, once the user choose his product, i want the form to automatically direct it to the end of the form. As i was not able to do that, i used page breaks split the form into two parts. However, the user still needs to go all the way down on the form to choose the next button to be redirected into the information section. IS there a way to shift to the 2nd page without using the next button using conditions?.Thank you

  • salrisser

    Is there a way to use the conditional logic feature to "auto fill" a persons name throughout a form? I have a long form that has the words "Bride" and "Groom" throughout it, in radio button fields and multiple choice fields, etc. I would like the Bride and Groom to fill in their names on the first page and for all of the other spots throughout the form that currently say "Bride" and "Groom" to automatically fill with the correct names. Is there a code to do this with?

  • shabir allie

    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

  • shabir allie

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

  • simonebrennan

    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?

  • alan

    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?

  • sosincfloydva

    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?

  • erinbjorn

    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.

  • Original7_Inc

    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

  • MelissaH

    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.

  • Uma S

    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

  • GErickson

    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?

  • formsonline

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

  • ABATraining

    How to set up conditions on a Matrix survey tool?

  • TheDGPA

    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?

  • rhallga

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

  • Althea Dyce

    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?

  • allens

    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

  • vikas

    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

  • webtodesigns

    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?

  • alaming

    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

  • dringram

    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).

  • sharebids

    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?

  • sharebids

    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?

  • cscnats

    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

  • coralsprings954

    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?