Collect Better Data Faster With Conditional Logic Forms

GoFormz Conditional Logic forms are a powerful tool that can help you collect highly accurate information quickly, efficiently, and with minimal busywork

Conditional Logic forms can show, hide, highlight, or require a field — or even change a field’s value — based on a number of conditions, such as the identity of the person viewing the form and the values placed in other form fields. This is a unique digital concept that cannot be reproduced with paper forms. In fact, a single Conditional Logic form can in some cases be used to replace dozens of paper forms!

Here are just a few of the things that you can accomplish with conditional forms:

  • Additional information: As you fill out your form, it may dynamically ask you for more information depending on how you fill various fields. For example, your job site inspection form might have a series of Checkboxes for different categories of safety hazards found during the inspection (e.g. physical, electrical, chemical, etc.). As you check a box for a particular type of safety hazard, several additional fields will appear, asking for more details about that particular hazard.

  • Choose your own adventure: As you fill out your form, the set of fields you need to fill out can change dynamically depending on the answers you give. For example, you may have a set of “job type” radio buttons in your form — e.g. “Installation” vs “Repair” vs “Maintenance” — and the fields underneath will change to be specific to the type of job you selected.

  • Calculated fields: You probably already know that GoFormz supports calculated fields, i.e. your form might have a series of line items for the type of work performed and the cost of each, and then a “Total” field that automatically sums them up. What you might not know is that calculated fields go far beyond simple arithmetic, and support Conditional Logic as well! For example, you might have a scoring system for your inspection checklist, where the inspection passes or fails based on an intricate formula — e.g. certain answers may lead to an automatic fail, while others might deduct points, with enough points deducted leading to a fail. All of this logic can be included in a calculated field, that at the end would generate a single pass or fail value for the inspection.

  • Personalized forms: The Conditional Logic in your form can drive how the form appears to different groups of people when they open it. For instance, a field worker may see one set of fields highlighted for them to fill out upon opening the form, while their supervisor sees a different set of fields highlighted. By the same token, you can make different fields Required, and even hide or show various fields based on who is filling out the form — effectively personalizing the form to each individual or group based on what information that individual or group is allowed to see and/or is required to fill out.

  • Conditional requirements: You can make a form field Required or not, based on how other form fields were filled out. For example, your expense reports might require a manager’s signature for expenses greater than $200, but not for smaller expenses.

And now imagine a Conditional Logic form that combines all of these features — a form that displays and highlights different fields based on who is filling it out, that shows and hides entire sections in response to the values entered, that makes different fields required based on whether a threshold was met or not, that has complex logic that drives various evaluations, and so on and so forth. It is easy to see how a single Conditional Logic form like this can replace dozens of paper forms.

All of this Conditional Logic functionality is accomplished via Dynamic Field Properties and calculations/formulas. And all of this functionality can be included in your forms using our self-service form builder, no custom builds needed. Sign up for a free GoFormz trial, and start building Conditional Logic forms today!