Conditional Logic

🧠 What Is Conditional Logic?

Conditional Logic lets you control when certain fields appear based on a user’s response to other fields. This helps you create smarter, cleaner forms that display only the information that’s relevant.

Conditional Logic can be applied across sections; however, this capability must be enabled first. To turn it on, please contact [e-mail]. Please also make sure the mobile apps are updated to see this feature. 

🛠️ Setting Up Conditional Logic in the Template Editor

✏️ 1. Open the Field Editor

When creating or editing a field in the Template Editor, scroll to the bottom of the field edit box to find the Conditions section.

🎯 2. Choose a Field Type That Supports Logic

Conditional Logic can only be applied to these field types:

• Text Field
• Integer
• Boolean
• Select
• Button Selection
• Agreement

🔗 3. Define the Trigger

Use the dropdown menus to select:

• Which question will act as the trigger

Which answer will cause your current field to become visible.

If the feature to have conditions across sections is turned on, you will see the available fields separated by each section. 

👀 How Conditional Fields Display

This is how a conditional field appears in the project view. If labels for conditional fields are enabled, the field will display in italics. In the example shown, “Date of grass cut?” appears in italic text to indicate that it is conditional.

🌱 Example of a Conditional Field in Action

The conditional field “Date of grass cut?” will only appear if the user selected Yes in the preceding field. When this condition is met, the field becomes visible in the web app’s project view.

⚙️ Managing Conditional Field Labels

If you prefer not to display labels for conditional fields in the web portal or mobile app, you can turn them off:

1. Go to Admin > Settings
2. Under Mobile Projects, uncheck Show conditional fields

Leaving this setting checked is helpful when testing a template that includes new conditional fields. When enabled, these fields will also appear in the generated PDF report.