How to Use Conditional Logic in Forms

Conditional logic allows you to create smarter, more personalized forms that adapt to your respondent’s answers. Instead of showing every question to every user, you can set rules that display only the most relevant fields or pages. This makes your forms shorter, easier to complete, and far more engaging.

What is Conditional Logic?

Conditional logic works on if-then rules. For example:

• If someone answers Yes to “Are you a business owner?”, then show the field “How many employees do you have?”
• If they answer No, then show the field “What is your current job title?”

This makes the experience personal and prevents people from seeing questions that don’t apply to them.

How to Set Up Conditional Logic in Formester

Creating rules inside Formester is simple.

Step 1: Open Your Form

Log in to your Formester dashboard and open the form where you want to apply logic.

Step 2: Go to Advanced Settings

Click on Advanced and navigate to Form Control. Here, you will find the option called Rules.

Step 3: Add a New Rule

Click Add Rule. You’ll see a rule builder with components that include:

• If – Choose the field you want to create a condition for.
• Condition – Set the operator (equals, not equals, greater than, less than, empty).
• Value – Define the value the condition should check for.
• And/Or – Combine multiple conditions together.
• Then (Do) – Decide the action: hide/show a field, skip to a page, or display a thank you message.

Step 4: Save and Preview

Once your rule is ready, click Save and then preview your form to see the logic in action.

Example Use Cases

Here are some practical examples of conditional logic in action:

1. Customer Feedback Surveys

• If the rating is 3 or below, show a field asking “Tell us what went wrong.”
• If the rating is 4 or 5, show “What did you like most about our product?”
• You can even embed your Google My Business profile link if the rating is high, encouraging users to leave positive reviews.

2. Customer Support Forms

• If the issue type is Technical, direct the user to a page with fields like error details, screenshots, and product name.
• If the issue type is Billing, show billing-specific questions like account number or invoice details.
• If the user selects Other, display a long text field where they can describe their problem.

This ensures you collect only the most relevant information without overwhelming the user.

Build Smarter Logic with AI

Traditionally, setting up multiple conditions can feel complicated. To make it easier, Formester offers AI-powered conditional logic.

With the AI Form Builder, you can simply type a prompt like:

“If the user selects men’s t-shirt, show size and color options. If the user selects women’s t-shirt, hide men’s and kids’ sizes.”

The AI will automatically generate the logic rules for you inside the form.

Example: T-shirt Order Form

• If men’s t-shirt is selected → show men’s sizes, hide others
• If basic colors are selected → show black, white, gray
• If premium colors are selected → show burgundy, navy
• If user says yes to “Add logo?” → show file upload field

This removes complexity and lets you create advanced logic in seconds.

Why Use Conditional Logic

• Personalization: Every respondent sees only what matters to them.
• Higher Completion Rates: Shorter and smarter forms reduce drop-offs.
• Better Data Quality: You collect relevant answers instead of clutter.
• Automation Ready: With AI, you can set up rules faster without errors.

Final Thoughts

Conditional logic transforms a simple form into a smart, dynamic experience. With Formester, you can create detailed rules manually or use the AI Form Builder to generate them instantly. Whether you’re collecting feedback, handling support tickets, or building product order forms, conditional logic ensures your forms feel natural, relevant, and efficient.

Updated on: 17/09/2025