Conditional logic lets you show or hide questions based on how a requester answers a previous question. This way, requesters only see the questions that are relevant to them.
How It Works
Think of conditional logic as an "if/then" rule:
If a requester answers a question a certain way, then a follow-up question appears (or stays hidden).
For example:
If someone selects "Instructor-Led Training," then show fields asking for delivery dates and location.
If someone selects "eLearning," then those fields stay hidden — they aren't relevant.
Setting Up a Condition
Click the gear icon on the field, column, field group, or page you want to show or hide.
Click the Conditional tab.
Under Show or Hide, select either Show this field or Hide this field from the dropdown.
Under When, choose whether Any or All conditions must be met.
In the condition row, fill in three things:
When — select the field you want to base the condition on (e.g., "What type of training is needed?")
Is — select the comparison (e.g., "Is Equal To")
Value — enter or select the answer that triggers the condition (e.g., "Instructor-Led Training")
To add more conditions, click + Add Condition and repeat step 5.
Click Save.
Show vs. Hide — Which Should I Use?
Both achieve the same result, but one may feel more natural depending on your form:
Use Show when a question should only appear in specific situations — it stays hidden by default and only appears when the condition is met.
Use Hide when a question should appear most of the time, but needs to disappear in specific situations.
Any vs. All Conditions
When you add more than one condition to a field, you'll be asked whether Any or All conditions need to be met:
Any — the field appears if at least one of your conditions is true (like an "or")
All — the field only appears if every condition is true (like an "and")
Example using Any:
Show this field if the request type is "New Content" or "Content Update."
Example using All:
Show this field if the request type is "New Content" and the audience is "External."
Applying Logic to a Group of Fields
You don't need to set up a condition on every single field. If you have several related questions that should all show or hide together, group them in a Column or Field Group first, then apply the condition to the group.
This saves time and keeps your logic easy to manage.
Tips
Build all your fields first, then add logic — before setting up any conditions, make sure all of your fields are already added to the form. Conditions are built by referencing other fields — if a field doesn't exist yet, it won't appear as an option when building your rules. Adding all your questions first gives you the full picture before you start wiring logic together.
Test your form before activating it — use the Preview Form button to fill it out as a requester would and confirm your conditions are working as expected.
Keep conditions simple — one or two conditions per field is usually enough. Complex logic can become hard to manage and may confuse requesters.
Example Walkthrough
Here's a simple real-world example to bring it all together.
You have a learning request form and you want to ask about translation only if the content will be delivered in multiple regions.
Step 1 — Add a Radio Button field:
"Will this content be delivered in more than one region?"
Options: Yes / No
Step 2 — Add a Single Line Text field:
"Which regions and languages are needed?"
Step 3 — On the text field, open the Conditional tab and set:
Show or Hide: Show this field
When: All
When "Will this content be delivered in more than one region?" Is Equal To Value Yes
Now the translation question only appears when it's actually needed — keeping the form clean for everyone else.