Add Conditional Logic for Custom Validation

Use Conditional Logic Builder to define when a field response is considered valid. This helps you enforce business rules based on other values in the form.

Note: Custom validation logic is available for all field types.

For foundational validation settings such as required fields and standard rules, see Set Up Field Validation.

Add custom validation logic

1. In Form Builder, hover over the field and select Edit component.

2. In Configuration, select the Validation tab.

3. In Advanced Validation, select Manage custom validation.

4. In Manage Custom Validity, build the logic that determines when the field is valid.

   

   • Select Add condition to create a single requirement.

     Note: Example: Cash amount requested equals 10,000.

   • Select Add new rule to combine multiple conditions into one rule group.

     Note: Example: Cash amount requested equals 10,000 AND Approved date is before Project start date.

5. Select Apply, then save the form.

When to use conditions vs. rules

Use a single condition for straightforward checks. Use rules when you need grouped logic such as combinations of AND/OR criteria across multiple fields.

To control field display behavior with similar logic patterns, see Configure Visibility of Form Fields.