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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.

Gilad Goldman avatar
Written by Gilad Goldman
Updated this week

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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