Adding Conditions in Builder BETA

This product is in Beta. Please reach out to your Account Manager for more information. Please note that this Help Center article is in progress and will be updated.

Learn more about conditions in the Advanced Form Builder

Conditions

Conditions allow users to skip or reveal screens and fields in the normal workflow if certain user defined variables are met. 

Field Conditions

Access to Field Conditions is now located in the Field Settings modal. The modal is accessible through the third icon, the gear, on each field. 

Screen Conditions

Screen Conditions are located within the gear icon on each screen.

Conditions are written in an "If - Then" statement. For example, if the projected costs of a project are over $1,000, the form requires an approval signature. Conditions can be based on a value, like the example below, or on a checkbox. Fields will have a branch icon to indicate a condition is attached.