Configure Conditional Logic in Forms

Conditional logic allows you to build dynamic forms that change based on field responses. Logic can be added to individual fields, layout components, and pages that defines when to display a component or automatically set a field to a certain value. This gives you the power to segment questions to different types of users, streamline follow-up questions, and implement conditional access to fields.

Use cases

Here's what you can do with conditional logic in GrantsConnect:

• Show or Hide Fields, Components, or Pages - Define when to display a component in the form. This is useful for showing follow-up questions.

• Set Field Values - Set a field response to a specific value, the value from another component, or in relation to the current date.

• Add Advanced Automation - Define when to accept or reject a field response based on custom validation.

How to build logic

Conditional logic is added in the Form Builder by editing the component and using the Conditional Logic Builder to define your set of conditions and rules. Here are examples of the conditions you can build into your logic:

• Conditions Using Custom Data Tables - Use a custom data table as your source of truth and build logic that validates field responses to ensure they are or are not found in the data table.

• Conditions Based on Empty Fields - Determine the validity of a field response based on whether or not the field has been answered.

• Conditions Based on Specific Values - Validate field responses to determine if they match a defined value.

• Conditions Based on Values From Other Components - Evaluate a field response against the response of another field in the form.