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Information Request conditional logic

Conditional Logic allows you to dynamically control which questions appear on an Information Request form based on a respondent’s earlier answers. This enables adaptive forms that simplify the user experience by hiding irrelevant questions.

Note:

Only Checkboxes, Multiple choice, and Number fields can be used with conditional requests.

To set up conditional logic:

  1. In the form builder, add a section you want to control visibility for.

  2. Click on Add Logic Rule.

  3. Select a trigger question and define the condition (e.g., “If Question 1 = Yes”).

  4. Choose the action:

    a. Show this question or

    b. Hide this question

  5. Save the rule.

Information Request 5

Example use cases

  • Display “Upload Tax Document” only if the user selects “Yes” for “Do you have a tax ID?”
  • Hide “International Address” fields when “Country = USA”.
  • Show additional consent sections only for specific responses.

Refer to [Create a conditional information request] for additional information.

Refer to Create a conditional Information Request for more information.

Information Request conditional logic