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Conditional Logic in Forms

Conditional logic allows your forms to respond dynamically to the information people enter.

Written by Daniel Barake

Conditional logic allows your forms to respond dynamically to the information people enter. Instead of building multiple forms for different scenarios, you can create a single form that adapts automatically as it is completed.

With conditional logic, you can:

  • Show or hide fields based on previous answers

  • Automatically populate field values

  • Display or hide individual dropdown, radio, or checkbox options

  • Control which form actions run when a form is submitted

Common Church Examples

Conditional logic can be used in a variety of ministry workflows:

  • Show a Dietary Restrictions field only when someone selects Yes, I'll Attend on an event registration form

  • Display a Spouse Name field only when Married is selected

  • Send a pastoral follow-up email only when someone requests to speak with a pastor

  • Show volunteer opportunities based on ministry interests

  • Route form submissions to different ministry leaders based on selected options

Conditional logic is available in three areas:

  1. Field Conditional Logic – Show, hide, or automatically set field values

  2. Item Visibility – Show or hide individual options within dropdowns, radio buttons, and checkbox fields

  3. Action Conditional Logic – Control when form actions are processed


Accessing the Form Editor

To begin configuring conditional logic:

  1. Navigate to People > Forms in the admin area.

  2. Select the form you want to edit.

  3. The Form Editor will open, displaying all form fields.

From here, you can configure conditional logic on individual fields or form actions.


Field Conditional Logic

Field conditional logic determines whether a field is displayed, hidden, or automatically populated based on values entered elsewhere in the form.

Opening Field Settings

  1. Hover over the field you want to modify.

  2. Click the Settings (gear) icon.

  3. The field settings panel will open on the right side of the editor.

Within the settings panel, locate the Conditional Logic section.

Enabling Conditional Logic

  1. Expand the Conditional Logic section.

  2. Enable the Conditional Logic toggle.

Once enabled, you'll be able to configure an action and define the conditions that control it.

Available Actions

Show This Field

The field is hidden by default and only appears when the specified conditions are met.

Example: Show a Dietary Restrictions field only when the attendee selects Yes to attending an event.

Hide This Field

The field is visible by default and becomes hidden when the specified conditions are met.

Example: Hide a Company Name field when the person selects Individual Registration.

Set a Value

The field remains visible but is automatically populated with a predefined value when the conditions are met.

Example: Automatically set a ministry category field to Children's Ministry when a volunteer selects a related serving opportunity.

Note: Fields using the Set a Value action remain visible and can still be edited by the user.


Adding Conditions

Each condition consists of three parts:

Field

The field whose value will be monitored.

Operator

Defines how the field value should be evaluated.

Value

The value being compared against (not required for certain operators such as Is Empty).

Example

To display a Dietary Restrictions field only when someone plans to attend:

  • Field: Will You Attend?

  • Operator: Is

  • Value: Yes


Using Multiple Conditions

You can add multiple conditions to a single rule.

When two or more conditions exist, a Match Mode option becomes available:

All Conditions (AND)

Every condition must be true before the action is triggered.

Example: Show an Emergency Contact field only when:

  • The attendee is under 18

  • AND they are attending an overnight event

Any Condition (OR)

The action is triggered when at least one condition is true.

Example: Show a follow-up field if someone selects either Prayer Request or Pastoral Care.


Supported Operators

The available operators depend on the field type being evaluated.

Text-Based Fields

Includes Text, Email, Full Name, and Text Area fields.

Available operators:

  • Is

  • Is Not

  • Contains

  • Does Not Contain

  • Starts With

  • Ends With

  • Is Empty

  • Is Not Empty

Checkbox Fields

Available operators:

  • Is Checked

  • Is Not Checked

Dropdown and Radio Fields

Available operators:

  • Is

  • Is Not

  • Is Empty

  • Is Not Empty

Multi-Select Checkbox Fields

Available operators:

  • Contains

  • Does Not Contain

  • Is Empty

  • Is Not Empty

Number Fields

Available operators:

  • Is

  • Is Not

  • Greater Than

  • Less Than

  • Greater Than or Equal To

  • Less Than or Equal To

Date Fields

Available operators:

  • Is Before

  • Is On or Before

  • Is

  • Is On or After

  • Is After

A field can only reference other fields within the same form. Fields cannot reference themselves.


Item Visibility

For choice-based fields such as dropdowns, radio buttons, and checkbox groups, you can control the visibility of individual options within the field.

This allows the available choices to change dynamically based on previous answers.

Common Examples

  • Show a Children's Ministry serving option only when a background check has been completed.

  • Display a VIP Table sponsorship option only when a higher sponsorship tier has been selected.

  • Hide ministry opportunities that are not relevant to a person's selected interests.

Configuring Item Visibility

  1. Open the settings panel for a dropdown, radio, or checkbox field.

  2. Expand the Item Visibility section.

  3. Click Add Item Rule.

Each rule contains:

  • The item to target

  • An action (Show Item or Hide Item)

  • One or more conditions

Conditions work exactly the same way as field-level conditional logic.

Multiple item visibility rules can be added to control different options independently.


Action Conditional Logic

Conditional logic can also be applied to form actions.

Form actions include:

  • Sending notification emails

  • Creating member records

  • Triggering integrations

  • Running automated workflows

Action logic determines whether an action should run when the form is submitted.

Common Examples

  • Send a prayer team email only when a prayer request is submitted.

  • Create a member record only when consent has been provided.

  • Notify different ministry leaders based on ministry interest selections.

Configuring Action Logic

  1. Open the form editor.

  2. Select Form Actions from the top navigation.

  3. Open the action you want to configure.

  4. Expand the Conditional Logic section.

  5. Enable conditional logic.

  6. Add the conditions that must be met.

When the form is submitted, the action will only run if the configured conditions evaluate as true.

If the conditions are not met, the action is skipped.

Action conditions are evaluated at the moment the form is submitted using the values entered by the user.


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