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How do I add conditional logic to a form template?

Show or hide form questions based on answers to previous questions to keep forms clear and relevant.

Written by Gilad Goldman
Updated over 2 months ago

Conditional logic allows you to create dynamic form templates that adapt based on user responses. This ensures follow-up questions only appear when they’re needed, reducing clutter and improving completion speed.


What Is Conditional Logic?

Conditional logic lets you control whether a question is shown or hidden depending on how a previous question is answered.

Example:
If a worker answers Yes to “Will dust need to be managed?”, a follow-up question such as “How will you manage dust?” can automatically appear. If they answer No, the follow-up question stays hidden.


How to Add Conditional Logic to a Form Template

Step 1: Open the Form Template

  • Navigate to Forms.

  • Open the Templates tab.

  • Select the form template you want to edit.


Step 2: Add or Select the Conditional Question

  • Add a new question (for example, a Text block), or

  • Select an existing question you want to show or hide conditionally.

  • Position the question where it should appear in the form.


Step 3: Open the Conditions Section

  • With the question selected, scroll down to the Conditions section.

  • You’ll see an option that controls when this block is shown.


Step 4: Set the Trigger Condition

  • Choose the question that will control visibility.

  • Select the response that must be met (for example, Yes).

  • Define the outcome so the question only shows when the condition is met.


Step 5: Preview the Logic

  • Use the preview panel to test your form.

  • Change the trigger question’s answer and confirm:

    • The follow-up question stays hidden for non-matching responses

    • The question appears when the correct response is selected


Important Notes

  • Conditional logic is applied per question

  • Only questions after the trigger question should be conditional

  • You can use conditional logic to reduce unnecessary questions and improve clarity


When to Use Conditional Logic

Conditional logic is ideal for:

  • Risk or incident reporting

  • Optional follow-up details

  • Compliance or safety confirmations

  • Reducing form length for simple scenarios


Need Help?

If you have questions or need assistance setting up conditional logic, use the black chat box in the bottom-right corner to contact the BuildPass support team.

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