Use conditional logic in Forms

Show, require, or lock fields based on other answers in a form.

Conditional logic makes forms shorter and more relevant.

Use it when one answer should change what the employee sees or must complete next.

What conditional logic can do

Depending on the field, rules can control:

• whether a field becomes required
• whether a field stays editable
• whether a field only matters after a specific answer

Available field modes

• None — the field is always optional
• Mandatory — the field is always required
• Conditional — one simple condition makes the field required
• Advanced — one or more rules make the field required

How advanced rules work

Advanced rules can combine conditions with AND or OR.

They can check values such as equals, contains, is empty, is before, or is after.

1

Open the form

Go to Settings → Forms.

Open the form you want to edit.

2

Select the field

Open the field that should react to another answer.

3

Choose the logic mode

Set the field to Conditional for a simple rule.

Set it to Advanced when you need multiple rules.

4

Build the condition

Choose the source field.

Then choose the condition and the matching value.

5

Save and test

Save the form.

Then test it on a work order before broad use.

Good setup tips

• keep rules as simple as possible
• test empty values and edge cases
• use read-only rules when users may see but should not change a value

FAQ

Can I use conditional rules on any field type?

Usually yes.

The comparison works best when it matches the field type.

What happens if the source field is empty?

The rule is evaluated against an empty value.

Use an is empty condition when that matters.

Should I test the form after adding rules?

Yes.

Always test before you make the form available to your team.

Related topics

• Create a form
• Form field types
• Use calculations in Forms