Conditional Logic

Configure conditional logic to show, hide, or require fields and sections based on form responses.

Conditional logic allows you to control when fields and sections are visible or required based on the values of other fields in the form. This makes forms dynamic — users only see the fields that are relevant to their responses.

Condition Types

There are two types of conditions you can apply:

• Show — The field or section is hidden by default and only displayed when the condition is met. Available on both fields and sections.

• Required — The field is optional by default and only becomes required when the condition is met. Available on fields only.

You can apply both a Show and a Required condition to the same field. For example, a field could be hidden until a specific option is selected, and then required once it appears.

Adding a Condition

1

Select the field or section

In the form builder, select the field or section you want to add a condition to. The properties panel opens.

2

Expand the Conditions section

Expand the Validation Rules or Display Rules section.

3

Select a source field

Choose the field whose value triggers the condition. The dropdown lists all eligible fields (see Which Fields Can Be Referenced below).

4

Select an operator

Choose the comparison operator. The available operators depend on the source field's type (see Operators by Field Type below).

5

Enter the expected value (if applicable)

For operators that require a comparison value, enter or select the expected value. For choice fields, select from the source field's defined options.

TIP: Some operators do not require a value. For example, Empty and Not Empty evaluate whether the field has any value at all.

Which Fields Can Be Referenced

The source fields available in the condition builder depend on where the target field or section is located:

Conditions on Fields

A field's condition can reference:

• Any field in the General Info section (always available).

• Any field in the same section as the target field.

• General Info system settings such as Program Areas and Unit, if configured.

A field's condition cannot reference fields in other sections.

Conditions on Sections

A section's condition can reference:

• Any field in the General Info section.

• General Info system settings such as Program Areas and Unit, if configured.

A section's condition cannot reference fields in other custom sections. Only the Show condition type is available for sections — Required does not apply.

TIP: Because section conditions can only reference General Info fields, design your General Info section to include any fields that drive section-level visibility.

Operators by Field Type

The operators available in a condition depend on the source field's type:

Text Fields (Text, Text Area, Rich Text)

Operator	Description
Empty	The field has no value
Not Empty	The field has a value

Number Fields (Number, Float, Currency)

Operator	Description
Empty / Not Empty	The field has or does not have a value
Equals / Not Equals	The value matches or does not match a specific number
Greater Than / Less Than	The value is above or below a specific number
Greater Than or Equal To / Less Than or Equal To	The value is at or above/below a specific number

Single-Choice Fields (Select, Radio Group)

Operator	Description
Empty / Not Empty	The field has or does not have a selection
Equals / Not Equals	The selected value matches or does not match a specific option
Includes / Not Includes	The selected value is or is not among a set of options

Multiple-Choice Fields (Checkbox Group, Multi-Select)

Operator	Description
Empty / Not Empty	The field has or does not have any selections
Equals / Not Equals	The selections exactly match or do not match a specific set
Has Any	At least one of the specified options is selected
Has All	All of the specified options are selected

Checkbox (Boolean)

Operator	Description
Is Selected	The checkbox is checked
Is Not Selected	The checkbox is not checked

Date and Datetime Fields

Operator	Description
Empty / Not Empty	The field has or does not have a value
Equals / Not Equals	The date matches or does not match a specific date
Greater Than / Less Than	The date is after or before a specific date
Greater Than or Equal To / Less Than or Equal To	The date is on or after/before a specific date
In Date Range / Not In Date Range	The date falls within or outside a specific range

Time Fields

Operator	Description
Empty	The field has no value
Not Empty	The field has a value

Uploads and Module Fields

Operator	Description
Empty	No files are uploaded / no records are linked
Not Empty	At least one file is uploaded / at least one record is linked

Fields That Cannot Be Used in Conditions

The following field types cannot be referenced as source fields in conditions:

• Layout fields — Heading and Paragraph fields do not collect data.

• Container fields — Group and Subform (Related Entity) fields.

• Date Range — Not supported as a condition source.

Combining Conditions

You can add multiple conditions to a single field or section. When multiple conditions are defined:

• Conditions within the same group are combined with OR logic — if any condition in the group is met, the group evaluates as true.

• Multiple groups are combined with AND logic — all groups must evaluate as true for the action to apply.

This allows you to build both simple and complex logic. For example:

• Simple: Show a field when a specific option is selected.

• Combined: Show a field when option A or option B is selected in one field, and a number field is greater than 10.

Reviewing Display Rules

The properties panel shows a human-readable summary of each field's and section's display rules. Instead of needing to open the condition editor to see what logic is applied, the summary text describes the rules in plain language directly in the sidebar. For example:

• "Displays when strategy_select is not empty"

• "Required when participant_count > 0"

If a field or section has more conditions than can be displayed in the summary, the remaining conditions are indicated with a count (e.g., "+ 3 other conditions"). Click the condition to open the full editor and view the complete set of rules.

TIP: Display rule summaries use the field identifier (slug) rather than the field label, since identifiers are unique and typically shorter.