Conditional Logic V2 in Forms

Conditional Logic v2 helps you create smarter, more dynamic forms. It lets you show or hide fields, redirect users, display messages, or disqualify leads based on how someone answers.

This guide explains how to use Conditional Logic v2 in forms, its key features, and which fields are supported.

More Tutorials From the Community

https://www.youtube.com/watch?v=mwtDrNimU5o

What Is Conditional Logic in Forms?

Conditional Logic automates actions inside a form based on user input.

You can define conditions like:

• If the answer is “No,” show a message.
  
  

• If the score is below 5, disqualify the lead.
  
  

• If the date is within a range, redirect to another page.
  
  

This creates a more personalized and efficient experience for people completing your form.

What’s New in v2

• Simplified 3-Step Builder: Select Field → Select State → Provide Value
  
  

• “Between” Operator: For numeric, date, score, and monetary fields
  
  

• Expanded Field Support: Checkboxes, multi-dropdowns, TnC1, TnC2, file uploads, and signatures
  
  

• New Show/Hide Targets: Payment, text, HTML, image, and TnC elements
  
  

• Localized & Accessible: Translated UI with keyboard navigation

Available Actions

When you open Conditional Logic, you’ll see four action types you can create:

All conditions are executed in top-down order.
For Redirect, Display Custom Message, and Disqualify Lead, the first matching submission rule applies. For Show/Hide Fields, later matching rules can override earlier ones.

Conditional Logic in Calendar Booking Forms

Conditional logic in forms also applies when a custom form is used inside a supported calendar booking flow. This gives you more control over qualification and the final confirmation experience.

In calendar bookings:

• Show/Hide logic updates fields dynamically as the user answers questions
  
  
• Disqualify lead logic is checked before the appointment is booked
  
  
• If a lead is disqualified, the system does not create the appointment
  
  
• If a lead is disqualified, the system does not collect payment
  
  
• Redirects and custom messages can be used as part of the booking outcome

If the calendar confirmation page is set to Use custom form rules, the system shows the form’s redirect or custom message after submission. If the form does not include either one, the booking uses the default confirmation page instead.

Note: Calendar support described here applies to supported booking flows that use custom forms. Services (v2) and Rentals are not included in this article yet.

How to Set Up Conditional Logic

You can add and manage rules directly inside the Form Builder.

1. Open Conditional Logic

• Go to Sites > Forms, open the form you want to edit, then click Conditional Logic in the builder top bar.

  
  

  
  
  

2. Add a New Condition

• Click Add New Condition.
  
  

• Choose an action (Redirect, Message, Disqualify, or Show/Hide).
  
  

• The logic builder opens for that action.

  
  

  
  
  

3. Build the Rule

Follow the guided 3-step flow:

1. Select Field – Choose the form field to base the rule on.
   
   

2. Select Field State – Pick the condition (e.g., is equal to, is empty).
   
   

3. Provide a Value – Enter the matching value (text, number, or date).
   
   

You can add additional conditions using AND or OR connectors.

Some operators don’t require values, like “is empty” or “is checked.”

4. Choose the Action Result

Depending on the action type:

• Redirect: Add a valid URL (e.g., https://example.com)

  
  

  
  
  

• Display Message: Enter your message text

  
  

  
  
  

• Show/Hide Fields: Pick which fields appear or hide

  
  

  
  
  

• Disqualify Lead: The form stops submission when matched
  
  

5. Save

• The Save button activates only after all required inputs are valid.
  
  

• The system checks for missing required values before saving.
  
  

• Rules run top-down. The first matching submission rule applies; later Show/Hide rules can override earlier ones.

Supported Fields

Conditional Logic v2 supports the following form fields and elements. Use input fields to build conditions, and use supported fields and elements as Show/Hide targets.

Note: Calendar fields are not yet supported.

Supported Operators by Field Type

Behavior & Evaluation

• Rules execute top-down in order.
  
  

• For Redirect, Message, Disqualify, only the first matching rule runs.
  
  

• For Show/Hide, later matches override earlier ones.
  
  

• For multi-selects, “is equal to {Option}” checks if the option is selected.
  
  

• Text logic ignores case and extra spaces.
  
  

• Dates use the account’s timezone.

Tips

• Use Between for number or date ranges (inclusive).
  
  

• Try date presets like Today or This Week.
  
  

• The “Radio Other” option appears only if enabled for that field.
  
  

• Always preview the form to verify rule behavior.

FAQs

Q. Can I mix AND and OR in the same rule?
No. Each rule must use one type of connector — either AND or OR.

Q. Can I have multiple rules in the same form?
Yes. Each rule works independently.

Q. What happens if more than one condition matches?
For submission actions, the first match wins. For Show/Hide, later rules override earlier ones.

Related Articles

• How to Create a Contact Form
• Adding Custom Forms to Calendars
• Customizing Forms Inside Funnels Using the Form Builder