Controlling form fields

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Conditional Logic lets you control what appears or is active on a Form based on specific formulas. You can use it to show, hide, enable, or disable different parts of the form, such as data fields or layout elements.

When setting up a condition:

• You can choose to show or hide content based on whether a formula returns TRUE.
• Similarly, you can enable or disable content depending on whether the formula returns TRUE.

Here's how to create a conditional formula:

Show/Hide formulas

Show/Hide formulas apply to all form elements, including Rows, Columns, and Column Sets.

1. Open Automation Builder: Go to Manage > Automations > <Automation Name> > View > Edit
   
   
   Select the Trigger or Activity step and then click the Form section to expand it.
   Click the Edit button. This will open the Form Builder.

2. Click a form element and then click the Conditional Logic section to expand it and locate the Show/hide drop-down.
   
   

3. The default option is Show always, meaning the element is always visible. Other options are Show when and Hide when. Selecting one of these options will display a formula (fx) input box:
   
   
   Click the formula input box to open a Formula builder dialog, where you can enter your formula.

For a Show when condition, the element will be shown if the formula returns TRUE; otherwise, it will be hidden.

For a Hide when condition, the element will be hidden if the formula returns TRUE; otherwise, it will be shown.

Enable/Disable formulas

Enable/Disable formulas apply only to Capture elements.

1. Open Automation Builder: Go to Manage > Automations > <Automation Name> > View > Edit
   
   
   Select the Trigger or Activity step and then click the Form section to expand it.
   Click the Edit button. This will open the Form Builder.

2. Click a form element and then click the Conditional Logic section to expand it and locate the Enable/disable drop-down.
   
   

3. The default option is Enable always, meaning the element is always enabled. Other options are Enable when and Disable when. Selecting one of these options will display a formula (fx) input box:
   
   
   Click the formula input box to open a Formula Builder dialog, where you can enter your formula.

For an Enable when condition, the element will be enabled if the formula returns TRUE; otherwise, it will be disabled.

For a Disable when condition, the element will be disabled if the formula returns TRUE; otherwise, it will be enabled.

To learn more about the Formula Builder, click here.

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