The Field Logic feature allows form creators to set rules that control which fields are shown based on the user's input, helping streamline the user experience by only displaying fields relevant to their situation. Currently, this feature is available only when a form is in test mode.
Note: This article applies to Form Owners and Form Admins only; please contact your district people admin or another point of contact if you believe you should have form creator access.
In this article, we will review:
How to access Field Logic Workspace
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Open the folder you're updating and navigate to the Document tab on the Responses page.
- From the document editor, click on the More Options dropdown and select Set Field Logic.
How to create a New Rule
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Click +Rule in the top-right corner.
- Name your rule.
- Select a trigger field (checkbox, dropdown, or date field).
- Under Show the following, select the fields affected by the trigger field. Field logic can be applied across steps. For example, a trigger field in Step 1 can reveal fields in later steps. (You can also set these show fields as required later in the Document Editor.)
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Save Your Rule
Your rule is now active, and relevant fields will appear or disappear as based on the user's input for newly initiated forms.
Note: Field Logic can be added to different steps. For example, the trigger field can be assigned to Step one to show fields later in the workflow.
How to Edit or Delete a Rule
To edit a rule:
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Navigate to the Field Logic workspace
- To edit an existing rule, click the Edit (Pencil) icon next to any existing rule.
- You can change the rule name, trigger field, or affected fields. (You can also clear all affected fields and start over.)
- Save your changes.
To delete a rule:
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Navigate to the Field Logic workspace
- Click the Trash icon next to any rule to delete it.
- Confirm your changes.
Note: If a trigger field is deleted, the rule is invalidated and all fields return to their default behavior.