Spotlight Feature: Conditional Logic Fields
What is Conditional Logic?
Conditional Logic provides a variety of opportunities to optimize your digital forms, enforce data capture rules, and intuitively guide individuals filling out forms. With Conditional Logic, form builders can configure fields to be interactive and automatically complete certain actions based on a user’s input. You can think of Conditional Logic as ‘if/then’ instructions for your form, for example, if a user selects a certain Checkbox then make an additional Text field Visible and Required.
How can Conditional Logic improve my digital forms?
Conditional Logic enables your digital form to respond dynamically to input data and field selections (e.g. Checkboxes, Drop Down menus) allowing your operation to tailor its forms to each user’s unique needs. This means that your forms can often be one-size-fits-all, effectively eliminating the need to create multiple variations of the same form by dynamically changing to meet the needs of each user. This also means that users no longer need to fill out fields that do not pertain to them – accelerating data capture, eliminating redundancies, and improving accuracy.
Conditional Logic use case: customized forms
Conditional Logic can modify how the form appears to different groups of people when they open it. For example, 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 highlighted fields. You can maven make different fields Required, and hide/show various fields based on who is filling out the form — effectively personalizing the form to each individual or group based on what information they are allowed to see or are required to complete.
“If it’s required, the field turns a certain color so that users know that it’s mandatory, so that I get what I need. Pulling field data together was once a pain, and now it’s not.”
Conditional Logic use case: dynamic authorizations
Imagine you are a supervisor in charge of authorizing expense reports. In your operation, employees can submit expenses up to $200 without needing a supervisor’s signature, but anything over $200 must be authorized. To accommodate this rule, your form fields can be equipped with Conditional Logic. In this scenario, the Supervisor’s Signature field could be made Required if the ‘Total’ field (totaling all of the employee’s expenses) is more than $200. For anything less than $200, the Signature field would not be made Required.
How do I equip my digital form fields with Conditional Logic?
Conditional Logic is accomplished via Dynamic Field Properties and calculations added to Required, Visible, and Background fields. For more information on adding Conditional Logic to your digital forms, check out our support site’s guide to Conditional Logic and calculations.
To explore more ways to elevate your digital forms and data capture, check out the ‘7 GoFormz Features You Should Know’.
