ClearForms allows you to to add Logic to your processes so sections of your forms can appear/ disappear based on how people answer earlier questions. Our goal is to make your workflows as responsive and flexible as possible, so that people answer only the questions that are relevant for them.

You can set logic rules for individual sections that make their appearance conditional on information provided earlier in the process. Currently, the form logic can be triggered by the answer to any multiple choice questions, checkbox questions, or any number fields contained in the same (or any previous) Collect Information step. This will work even if the previous field is also in a conditionally visible section, so you can nest Logic inside of Logic! You can also use Logic for Reviews

Here’s how to use our new Logic feature to conditionally display a section or require a review:

  1. You’ll notice that in every section or review group header (the blue bar at the top of a group of fields) you’ll see the upside-down Y logic symbol. To get started, click on the Logic symbol.

2. After you click, you’ll see the basic format of the Logic option appear. You’ll be able to either Show this Section or Hide this Section (or Require the Review) based on an the answer to a multiple choice field or checkbox field, or relative to a number answer (greater than/ greater than or equal to, equal to, less than, less than or equal to). Everything will be blank when you first start the setup:

You’ll select which question you want to use and which response will trigger the appearance of the section you’re working on. You can also add multiple logic conditions using And/Or. Use "and" if you would like the field to appear only if both conditions are met. Use "or" if only one conditional needs to be satisfied for the field to appear.

3. Once you’ve got it set up, the logic rule will be visible at the start of the section or review group. If you need to change it, you may click the pencil (Edit) icon at the top of the logic section. If you want to remove the logic, just click the X to delete. Please note the Edit and Delete options will appear when you hover your mouse over the Logic header area of the section.

Just a reminder: if you edit a workflow, any applicants who’ve already launched the process will continue on and complete the version they started with. Any new applicants/ new launches will see the new version.

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