Adjusting Conditional Logic on a Form Step

Conditional Logic in Streamline lets you show or hide fields or entire sections based on users' answers to previous questions. This helps create dynamic, tailored forms that adapt to each user’s input.

Example Use Case

If you ask users, “How would you rate our service?” and someone selects Poor, you can automatically display a comments field for them to explain their experience.

How to Add Conditional Logic to a Field

In the Form Builder, click the field you want to show or hide based on logic.

On the left hand-side, click the Logic option to open up the section.

Note: This section will show any inherited logic for this field, such as any logic that's being applied to the section of the field.

Click + Add Logic. Choose whether you want to show or hide the field based on your criteria. Select the field and options that will trigger the logic rule. Add additional rules by clicking + Add Condition and choose whether any or allrules must match.

Note: Conditional Logic works with fields like Dropdown Lists, Checkboxes, Radio Buttons, Number, Date/Time, or Event fields.

Applying Logic to Sections

You can apply logic to entire Sections just like individual fields. This is especially useful for long forms with multiple sections some users don’t need to complete. Just select the section you'd like to apply logic to and follow the same steps as above.

How to Remove Logic

Click on the field or section with logic applied. Open the Logic settings & click the minus icon to delete the logic.

Identifying Fields with Logic

Fields or sections with logic display a LOGIC icon to help you easily spot them in the form builder.

Tips & Troubleshooting

• If you edit option labels or values used in logic, you’ll need to update your logic rules accordingly.
• Logic rules use option labels unless option values are enabled, in which case rules use values.

If your form behaves unexpectedly after updates, try:

• Reviewing and updating logic rules.
• Removing and re-adding conditional logic to affected fields.