Set form logic
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With form logic, you can create dynamic forms that adjust based on users’ responses.
What is form logic?
Form logic lets you customize your forms according to users’ answers, skipping unnecessary questions to improve the user experience. This boosts engagement, increases completion rates, and makes your surveys more efficient and personalized.
Here’re some tips for setting up form logic:
- Plan ahead: Map out your form’s flow and questions for a smooth experience.
- Keep it simple: Avoid too many rules to prevent confusion.
- Test thoroughly: Run different scenarios to ensure the logic works as expected.
- Clear instructions: Explain why some questions appear based on responses.
- User experience: Personalize the form to create a seamless user journey.
- Avoid complexity: Don’t overcomplicate with too many branching paths.
- Review and improve: Gather feedback and refine your logic for optimal results.
Set form logic
To set up logic for your form, follow these steps:
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Click the Logics button in the top left of form builder.
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In the Logics panel, click the + New Logic button in the top left.
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Set up the conditions:
NoteLet say you’re conducting a survey about coffee and tea preferences. You start with the question: “Coffee or tea?” Using logic, coffee lovers get asked about “Cream or sugar?”, while tea enthusiasts receive questions like “Lemon or honey?”
- Choose a field after the trigger conditions (“If”), like “Coffee or tea?”
- Select a detailed criteria, such as “is equal to”.
- Choose a value from the field that must be met for the logic to execute, such as “Coffee.”
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Define what happens when this condition is met:
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Select an outcome after the action (“then”), such as “show”.
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Choose the field to which the actions will apply, like “Cream or sugar?”
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Add a similar logic for the “tea” answer to the “Coffee or tea?” question.
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Once you’ve set up the logic, return to the form builder and preview how your logic works.
Filter multiple form logics
When managing numerous logics in your form, locate the logics you want to find quicky from the following two ways:
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Option 1: Click Logics in the attributes panel of a specific field to open the Logics panel.
The Logics panel will display all the logics related to that field.
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Option 2: Use the filter to search for keywords. Follow these steps:
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Click the Logics button in the top left of form builder.
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In the Logics panel, enter the Field ID (e.g., “#61”) or Field Label (e.g., “Coffee or tea?”) in the Filter Bar at the top.
All relevant logics linked to the selected field will be highlighted.
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Reuse fields with form logic
You can easily reuse the same field content with form logic. For example, as shown below, you can duplicate the content from “Signature #74” to “Signature #75”. When a user signs on “Signature #74”, their signature will automatically appear on “Signature #75”, so they don’t have to sign twice.
Please make sure to set both “is answered” and “is not answered” as conditions. This ensures that when “Signature #74” is cleared, “Signature #75” will also be cleared.
For a more seamless experience, you can set “Signature #75” to Read-Only on Form.
This will prevent confusion for users since they won’t be able to modify the content in “Signature #75”.
Keep in mind that the logic setting works one-way, copying from #74 to #75, and not the other way around.
Further explore form logics
For additional examples and practical applications of form logics, refer to the Commonly used form logics section.
Video tutorial
You can also watch the video for a step-by-step guide on setting up form logic.