Conditional logic can be added to individual questions, sections, or pages to customize the form for each applicant or awardee, based on previously answered questions. 

We recommend configuring logic as you're building the form, while the questions and dependencies are top of mind.

After configuring any logic, make sure to check your work right away using the Preview function. That way, you can make adjustments before moving on to the next question(s).

Want a more detailed walkthrough? Check out this video: Video: Configuring Conditional Logic


1. To begin configuring logic, in Designer mode, click the Settings icon from any question, section, or page (examples of each below).


Question

Admin view of question with settings icon outlined in red

Section 

Administrator view of settings in section panel

Page 

Settings panel on page

2. In the configuration panel that expands on the right, click Logic. Then decide if you need to make the question:

  • A - Visible if: The question will only display to the applicant if certain conditions are met.
  • B - Required if: The question will be required if certain conditions are met.
  • Visible if + Required if: The question will only display in certain conditions and be required in others.

3. Click the corresponding magic wand icon to set the logic.

Admin view of expanded configuration panel with logic outline in red. A indicates Visible if logic. B indicates Required if logic.

InfoReady Tip: Configuring logic in the "Visible if" panel and then click "Required" (shown below) is a quick way to make a question required for any user it is visible to.

4. Click Select... to select the question that determines if the current question should be visible or required. 

  • Note: "Visible if" panel is shown below. "Required if" panel is identical except for the heading.

Administrator view of visible if panel with choose outlined in red

5. Select a question from the dropdown list.

6. Click the word in the orange oval dropdown (e.g., Equals) to select the condition.


Important Notes
- Conditions that appear in the dropdown will vary based on question type.
- There are often multiple correct ways to set up logic to achieve the desired result.
- Always preview your form to test out each applicant response and resulting action(s).


Here is the full list of potential conditions you may see:

  • Empty - the answer/value field is empty (applicant has not answered the question) 

  • Not Empty - the answer/value is not empty (applicant has answered the question)

  • Equals - is a specific value (only one)

  • Does not Equal - is not a specific value (only one)

  • Contains - answer/value contains specific characters (e.g., one option from a list of many)

  • Does not contain - answer/value does not contain specific characters

  • Any of - answer/value contains any response from a list

  • All of -  answer/value contains all responses from a list 

  • Greater than - the answer/value is numeric and is greater than the specified value in the condition

  • Less than - the answer/value is numeric and is less than the specified value in the condition 

  • Greater than or equal to -  the answer/value is numeric and is greater than or equal to the specified value in the condition

  • Less than or equal to -  the answer/value is numeric and is less than or equal to the specified value in the condition

7. Answer the question shown below in the same way the applicant would need to in order to see the question currently being configured.

8. If needed, click Add Condition to add an additional condition. Once all conditions are configured, click Apply.

  • Note: Setting up additional conditions may be needed when only a combination of different responses should result in showing or requiring the question. 
  • For example, a certain question may be required only for Seniors (question #1) also enrolled in Statistics (question #2).


9. The logic panel will now display the written version of the logic you just configured. 

  • Don't worry about what the specific text says, but it is a good way to check that some logic has been set for that question.
  • C - Click the eraser icon to remove the current logic.
  • D - Click the magic wand icon to edit the logic.

The ability to use conditional logic is a Form Designer Pro feature. For more information, contact your account manager or view this article: Form Designer Template: Core vs. Pro Comparison Chart


Have more questions about this topic? Go to the Community Forum to pose the question to other users or submit a support ticket to InfoReady.