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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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  • Kloversmith

    I'm trying to get information on a phone that I purchased. This tells me nothing I need to know

  • Bayards

    Just figured it out! Sorry I am new to the software.

  • Bayards

    Hi, I am trying to set up a simple show/hide field using If....is equal to....Then I hit a problem in the values box, as the value I want to select is not in the list! Even though it is showing on the build page? Help. What do I need to do to get it show in the drop down list?

  • bestrada

    Hi,
    Is it possible based on their drop down selection I'd like the second page to generate a row of a google spreadsheet they can scroll through and review.

    Example: If the user selects "option 5" from the drop down on page 1, then on the second page a scroll box would show row 1 & 5 columns A-X, from a google sheet I have in my documents.

    Thanks in advanced!

  • MBizTools

    Is there any way set up a conditional that is based on whether the form is filled out the 1st time or is filled out using the Edit Link? For example, when someone fills out the form the 1st time I want them taken to a special offer page. But if they are just submitting an update at a later time using the Edit Link I do NOT want them going to that offer page and want them redirected to another thank you page. Please advise. Thanks!

  • evermorevideo

    Hi, it will not let me select the "IF" field I need to. There's only 1 option that becomes highlighted, out of 7 elements. Are there only specific form elements that have the ability to have conditions?

  • Vinamra Parihar

    Does this allow for conditional questions? For example, if you answer “Yes” on a question, then another set of questions pop up.

  • ABDUL GHAFOR OMAR

    Interesting

  • MarcosPereiraMarcos

    não consegui instalar o formulário na minha fan page , o face book não aceitou alguém pode me ajudar ??

  • mlewis_COWR

    How do I set a condition for a dropdown box? I want an employee to select a department, which pulls up the divisions associated with the department

    Department -Dropdown box
    Administrative Services
    Community Development
    Police Department

    The employee would select a department and then the Division drop-down box would appear. So if some selected Administrative Services they would have the HR, Finance, IT to select from; if they select Police Department they would have Records, Investigations, Patrol to select from extra.

    Thank you.

  • Ssennyondo

    I want to on how to use

  • KimReiter

    I can't find the answer to my question among your FAQs. I created a JotForm (https://www.jotform.com/build/81617014808152) that contains several questions (12A - 12G) in which I want the user to be able to "Mark All That Apply". When I preview the form and click on "Fill Form" button, ALL of the options for these questions are checked and I cannot uncheck them. How do I fix this problem?

  • clivesw

    A very helpful guide. Really useful as it helps in areas you wouldn.t necessarily think of using.

  • Adilson Aguiar

    Quero saber se a versao de logica é gratuita?

  • happy mothers day mum

    I want you to thank for your time of this wonderful read!!! I definately enjoy every little bit of it and I have you bookmarked to check out new stuff of your blog a must read blog! happy mothers day mum

  • Fulvio

    My problem is to set different prices connected to the type of user you are. So: you are a member ? 5 €.. You are an Active Member €10. You are a guest, ok for you it’s for free
    When you select you status, it has to appear the right price connected to the payment system .
    I followed exactly you instructions but they probably work differently for the payment field.
    How can I do?
    In one form you can only have 1 payment field, so I created three levels in prices field but how can I create the system to show the right price for the right member ?

  • bfleck

    Is there a way you can make the form say hello to the person after they enter their name? Ex: if they enter John Smith, the form replies hello John Smith.

  • DarrellDolan

    Nothing for me no money getting

  • psd to responsive wordpress

    this blog was really great, never seen a great blog like this before. i think im gonna share this to my friends..

  • sdaeditor

    How would I make all fields compulsory to be completed before users are able to submit the form?
    Thank you.

  • alfredopb

    Hi, could you tell me if the user could receive copy of the form one time he finish to complete?

    All the best and thanks, Alfredo

  • chaboyaptsa

    I do not have Skip as an option condition. Why?

  • lashawnda Jones

    Good

  • Danil1234

    Good

  • 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?