Conditional Display Logic

Use conditional display logic to show and hide information on a form. This feature can be very helpful for creating a guided experience rather than a static form for users.

Conditional Display Logic can be set up in the Template Builder when adding elements to the form template. When adding a question, you can determine when that question will be made visible to the end user.

Use the following steps to set up display logic:

1. Add a question, free text, or image to the canvas.
2. Select the Display Logic tab in the question editor.
3. Choose Conditional Visibility.
4. Define the criteria in which this element should be shown. For picklists, this includes selecting which picklist options should control the display logic. Similarly, if the controlling question is a numerical question, use comparison operators (i.e. greater than, less than, etc.) to control the visibility of the question. For a full list of criteria that can be used, by question type, see the table below.
5. If applicable, add multiple rows of criteria to create additional complexity around when elements are shown. Use the Filter Logic line to specify AND/OR logic for each of these lines of criteria.

Display Logic By Question Type

*Field Links have unique capabilities depending on the type of Salesforce field being linked to.

**Questions inside of Linked Sections can only be shown or hidden based on the answers to questions for the same Linked Section record.  In other words, Linked Section questions cannot be a child of questions outside of the Linked Section        

***Questions inside of Linked Sections cannot be a parent to a question outside of a linked section, regardless of their type                           

****Children may be controlled by multiple parents and their logic can include a series of AND/OR statements to achieve complex display logic.                                   

*****Task sections can be conditionally displayed based on questions outside of the Task Section, including, Checkbox List, Currency, Field Link*, Multi-select Picklist, Number, Percent, Picklist, Radio Button List, Text, Yes/No question types.

View Dependent Question Logic

You can click View Dependent Question Logic on the Form Template Detail page to see a diagram of all conditional display logic in a form template. Hover over question labels to see their full values.

Considerations for adding conditional display logic

• Controlling questions can be a number of different question types, including Checkbox List, Currency, Multi-select Picklist, Number, Percent, Picklist, Radio Button List or Yes/No.
• Elements that respond to conditional display logic include Question, Free Text, Image, and Task Section.
• An entire section (including the section name) can be hidden if all elements in the section have yet to meet the criteria for being shown.