With the Conditional Logic feature you can show or hide form elements dynamically (such as form fields or sections) based on user's input.
View a quick feature announcement video below:
To start creating a conditional rule for your web form click the Conditional Logic button form on the web form editing page, to bring up the Conditional Logic pop-up:
Next, click the Add Conditional Logic button to open the conditional logic editor:
The conditional logic consists of an 'IF' part, which is where you set your conditions, and the 'THEN' part, which is where you select the actions that will be performed when the selected conditions are met:
If needed, you can select multiple conditions using the Add Condition button (and join them with the AND or OR operator) as well as multiple actions using the Add Action button:
To set a condition first select a Widget Type:
Note: The Widget Type doesn't show all of the available widgets, but only the ones that have been added to your web form.
After you select the Widget Type, select the widget that will be evaluated, such as a checkbox field:
Next, select the operator to use for the evaluation.
The operators (such as equal operator, less than, more than, etc.) are shown dynamically based on the widget that you selected:
Finally select the value that will be evaluated. In the below example, we set a condition that evaluates if the 'Tiered' checkbox on the web form is checked:
Now that we have the condition selected, we can follow similar steps to select the action (in the 'THEN' section) that will take place when the 'Tiered' checkbox is selected.
In the below example, we chose to show a web form section called 'Tiered' which is hidden by default:
Once you finish setting up your conditions and actions click Save and close the pop-up window.
Your new setup is now shown in the Conditional Logic pop-up and you can always edit, copy, or delete it from the Actions column:
After you've added Conditional Logic to a form, you can easily identify which fields have logic configured by the blue, split arrow icon within the field. You can click on the icon to easily display the pop-up to see what logic is applied to that specific field.
One of the applications of Conditional Logic is to show an entire section when certain criteria are met. This is useful when you have a section, such as MOTO Questionnaire, that you don't always need merchants to fill out. You can hide the section by default to avoid users from thinking it's necessary and being confused by the extra fields. You can then use the show logic to show the entire section when the necessary criteria are met, such as MOTO % being greater than 25%.
To hide a section by default, click on the section in the editor. On the widget menu on the left side, check the Hide by Default checkbox. The editor will add a dotted line around widgets that are hidden by default for an easy visual indication when reviewing the form.