Conditional Logic lets you create smart Intake Forms that adapt to each respondent by showing only relevant fields and pages. This results in cleaner intake data and a faster, more focused experience for anyone submitting a request.
Prerequisites
Professional or Enterprise subscription. Conditional Logic is available on Professional and Enterprise plans. The + Add Logic buttons are visible on other plans but disabled — see the Limitation section below.
Admin access to the Intake Form Builder. You must have the appropriate admin permissions to edit Intake Forms.
How it works
Each field or page on a form can have a logic rule applied to it. A rule takes the form: Show (or Hide) this field/page when [a referenced field] [meets a condition]. When a respondent fills in the form, fields and pages respond dynamically to their answers - hidden fields are not shown and do not need to be completed.
You can reference the following field types when building a logic rule:
Single-Select Dropdown custom fields
Multi-Select / Checkbox custom fields
Matter Manager
Navigate to the Intake Form Builder
Go to Admin > Forms.
Open an existing form to edit it, or create a new form.
Each field and page in the Form Builder displays a + Add Logic button (for fields) or + Add Page Logic button (for pages).
Step 1: Add logic to a field
Click + Add Logic on the field you want to show or hide conditionally. This opens the Conditional Logic panel for that field.
Configure the rule using the following options:
Show or Hide: choose whether this field should appear or disappear when the condition is met.
Referenced field: select the earlier field whose answer will drive the logic (e.g. "Type of claim").
Operator: choose how to evaluate the referenced field's value (e.g. Is, Is Any Of, Is Greater Than, Has Any Value). The available operators depend on the referenced field type.
Expression: select or enter the value(s) to match against (e.g. "Personal Property").
Click Save to apply the rule.
Once saved, the logic rule is displayed inline beneath the field in the Form Builder, so you can see at a glance which fields have logic applied and what their conditions are.
Step 2: Add logic to a page
You can also show or hide entire pages based on earlier answers.
On any page after the first, click + Add Page Logic.
The Conditional Logic panel for that page works in the same way as for a field.
Choose Show or Hide > select the referenced field > set the operator and expression, then click Save.