Conditional Logic

This article explains what Conditional Logic is, which field types support it, and how to configure, display, and manage conditional fields in your templates.

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 cleaner forms that display only the information that's relevant.

How to Configure Conditional Fields

Conditions are configured within individual fields in the Template Editor, See Managing Templates to learn more. After opening a field, you will see Condition options at the bottom of the Edit Field menu. 

Next to Conditions, use the drop-down menus to select:

1. Display When
Select the field that will act as the trigger, the field must have one of the following Field Types:

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

You will see the available fields separated by each section.

2. is
The option that will cause the current field to become visible.

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.

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.

Toggling Conditional Field Labels

If you prefer not to display labels for conditional fields in the web app 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. See PDF Report Configuration for more on report settings.

FAQ

Which field types support Conditional Logic?

Text Field, Integer, Boolean, Select, Button Selection, and Agreement.

Can a conditional field's trigger be in a different section?

Yes. Conditional Logic can be applied across sections, not just within the same one.

How can I tell a field is conditional when looking at a project?

If labels for conditional fields are enabled, the field displays in italics.

Where do I set up Conditional Logic for a field?

In the field editor in the Template Editor. Scroll to the bottom of the field's edit box to find the Conditions section.

Do conditional fields show up in the PDF report?

When "Show conditional fields" is enabled under Admin > Settings > Mobile Projects, conditional fields will also appear in the generated PDF report.

Best Practices

• Hiding a section's fields doesn't hide the section title. If you're using Conditional Logic to consolidate several similar templates into one (for example, combining different equipment or measure types into a single form), keep in mind that hiding every field inside a section doesn't hide that section's header. Field users can still see an empty-looking section, so plan your section layout with that in mind.
• Use an early selection field as a master trigger to consolidate similar templates. Rather than maintaining separate templates for each variant (for example, one per manufacturer or per state's requirements), a single upfront field, like "Manufacturer" or "State", can drive Conditional Logic to reveal only the follow-up fields relevant to that selection. This keeps one template maintainable instead of several near-duplicates that all need to be updated in parallel.