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.
What is Conditional Logic V2 in Forms?
Conditional Logic V2 in HighLevel Forms lets you create personalized forms that respond to customer answers and product selections. You can show or hide fields, redirect users, display custom messages, and disqualify leads. With Product-Level Conditional Logic, you can also control the visibility of individual products and variants within the Sell Products element.
Key Benefits of Conditional Logic V2
Conditional Logic V2 makes forms more interactive by automatically adjusting fields, products, and outcomes based on customer responses.
Personalized Forms: Display relevant fields based on customer answers.
Better Lead Qualification: Automatically disqualify leads that do not meet your criteria.
Dynamic Product Visibility: Show or hide individual products and variants.
Flexible Redirects: Send customers to relevant pages after submission.
Simplified Form Management: Handle multiple customer scenarios within one form.
Available Conditional Logic Actions
Conditional Logic V2 offers four actions that determine what happens when a customer meets a specific condition.
Redirect to URL: Redirect customers to a specified webpage.
Display Custom Message: Show a personalized message after submission.
Disqualify Lead: Prevent qualifying disqualification scenarios from proceeding.
Show/Hide Fields: Dynamically show or hide form fields and supported elements.
Note: The first three actions apply during submission, while Show/Hide Fields updates dynamically as customers interact with the form.
Use Product-Level Conditional Logic
Product-Level Conditional Logic allows you to create personalized order forms based on customer selections. You can use individual products as conditions and control which products or variants appear within the Sell Products element.
Use Products as IF Conditions
Individual products can trigger all four conditional actions:
Redirect to URL: Redirect customers based on the selected product.
Display Custom Message: Display a message related to the product.
Disqualify Lead: Disqualify leads based on product selection.
Show/Hide Fields: Display relevant fields or elements based on the selected product.
Example: If a customer selects an Enterprise package, redirect them to a dedicated consultation page.
Show or Hide Individual Products and Variants
The Show/Hide Fields action supports three visibility levels:
Entire Sell Products element: Show or hide the complete element.
Individual products: Control specific products without hiding the entire element.
Product variants: Show or hide specific variants within a product.
Example: If a customer selects "Ecommerce Website," display the relevant website package and hide unrelated products.
Important: Product-Level Conditional Logic works in both old and new Forms builders. Existing functionality for showing or hiding the entire Sell Products element remains available.
Supported Fields and Operators
Conditional Logic V2 supports multiple field types and comparison operators. Available operators depend on the selected field.
| Field Type | Supported Operators |
|---|---|
| Text | Equal to, Not equal to, Contains, Does not contain, Starts with, Ends with, Is empty, Is filled |
| Number, Monetary, Score | Equal to, Not equal to, Greater than, Less than, Between, Is empty, Is filled |
| Date | Equal to, Before, After, Between, Is empty, Is filled |
| Single Dropdown | Is equal to, Is not equal to, Is empty, Is filled |
| Multi Dropdown, Checkbox | Is equal to, Is not equal to, Is empty, Is filled |
| Terms & Conditions | Is checked, Is not checked |
| File Upload, Signature | Is empty, Is filled |
Product selections can also be used as IF conditions. Text, HTML, Image, Payment, and Sell Products elements can be relevant visibility targets.
Note: The Between operator includes both boundary values.
Conditional Logic Rule Evaluation
HighLevel evaluates conditional rules in a defined order. Understanding rule priority helps prevent conflicting actions and unexpected field or product visibility.
Submission Actions: Only the first matching Redirect, Custom Message, or Disqualify rule applies.
Show/Hide Fields: Later matching rules can override earlier visibility rules.
AND Conditions: All conditions must match.
OR Conditions: At least one condition must match.
You cannot combine AND and OR connectors within the same rule.
Example: If one rule shows a product and a later matching rule hides it, the later rule determines its visibility.
Conditional Logic in Calendar Booking Forms
Conditional Logic V2 also works with custom forms in supported calendar booking flows. This allows businesses to qualify customers and customize booking outcomes.
Show/Hide rules control field visibility.
Disqualifying conditions prevent appointment creation and payment collection.
Redirects and custom messages can customize the confirmation experience.
To use conditional redirects or messages, select Use custom form rules in the calendar confirmation settings.
For additional details, see Adding Custom Forms to Calendars.
How to Set Up Conditional Logic V2
Proper configuration ensures customers see the correct fields, products, and submission outcomes based on their answers.
Navigate to Sites → Forms and open or create a form.
Click Conditional Logic in the Form Builder.
Select Add New Condition.
Choose an action: Redirect to URL, Display Custom Message, Disqualify Lead, or Show/Hide Fields.
Configure the IF condition by selecting a field or supported product, an operator, and a value.
Configure the THEN action, such as displaying fields, hiding products, redirecting users, or showing a message.
Save the condition and preview the form to test the expected behavior.
Configure Product-Level Visibility
To control individual products or variants:
Open Conditional Logic → Add New Condition.
Select Show/Hide Fields.
Define the condition using a customer response or product selection.
Select the entire Sell Products element, an individual product, or a specific variant.
Configure whether the selected item should appear or disappear.
Save and test the rule.
Frequently Asked Questions
Q: Can individual products trigger conditional actions?
Yes. Product selections can trigger Redirect to URL, Display Custom Message, Disqualify Lead, and Show/Hide Fields.
Q: Can I hide a specific product without hiding the entire Sell Products element?
Yes. You can control individual products while keeping the Sell Products element visible.
Q: Can I show or hide specific product variants?
Yes. You can configure conditional visibility for individual product variants.
Q: Does Product-Level Conditional Logic work in old Forms builders?
Yes. It is supported in both old and new Forms builders.
Q: What happens if multiple conditional rules match?
For submission actions, the first matching rule applies. For Show/Hide rules, later matching rules can override earlier ones.
Q: Why can't I save a conditional rule?
Check that all required fields, operators, values, and action settings are configured.
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