Using Conditional Logic
Prerequisite Topics
Conditional logic is a powerful tool for making your forms more dynamic and intuitive. Enabling conditional logic allows you to create rules to show or hide fields based on values entered in another field. Essentially, a field will only show if a certain choice is selected in another field.
- Add a Checkbox field from the Standard Fields.
- Add a Phone field from the Advanced Fields.
- Click on the Checkbox field then update the Field Label to be Contact Options.
- Click the Edit Choices button.
- Change the Label on the three choice fields to:
- Please Email Me
- Please Call Me
- Please Text Me
At the moment no conditional logic has been added to the form, but we just laid the groundwork for it to be. Follow the steps below to enable conditional logic.
- Click on the Phone field.
- Check Required inside the settings.
- Click on the Conditional Logic setting, then enable it.
- Change the second drop down to Any.
- Click the + to add a second logical field.
- Change the options in the conditional fields to match:
- Contact Options is Please Call Me
- Contact Options is Please Text Me
- Lastly, click Save Form.
This won't visibly change anything in the preview of the form, but once we move on to putting the form on a page you will notice the phone field won't be visible until you check Please Call Me or Please Text me from the contact options checkbox field. Then, we make the field required so that if they want to be contacted that way, we ensure they enter a phone number.
Conditional Logic Best Practices
Performance issues have been identified in forms that utilize a large amount of conditional logic. To minimize delays while conditional logic fields process, it is best to ensure you use these tips:
- If you want to show or hide more than one field based on a condition, it is best to group them using a Section and have one condition for the Section itself. That way, only one check must be completed for the section versus a check for each field.
- You can make the label for the section empty which essentially makes the section invisible.
- Remember to start a new section after the last field that should be included in the conditional logic group.
- You can also use conditional logic with pages themselves if that would work for your form.
Additional Resources
Enabling Conditional Logic for a Field (gravityforms.com)
Enabling Conditional Logic for Confirmations (gravityforms.com)