Keep the following behavior in mind as you work with conditional logic in your forms: Hover over the icon to see all conditions that apply to that field or element. Target fields and elements are indicated by the icon. Click on the icon to open the Logic tab for that field. Once you’ve added all of the fields and rules to your form, you can save and preview the form by selecting Open Form in the top-right corner of the Form Builder.įields with conditional logic are indicated by logic icons next to the field name.If you want to add another rule to this source field, click the +Add rule link.Click Add at the bottom-right of your rule to add it to the source field.These are considered targets for your rule. To set up your rule’s action (beginning with Then), select the fields and form elements you want to display when the condition is met.In your rule’s condition, which always begins with When, define the operator (varies based on field type) and the value(s) of the source field that determines when the target fields and elements should be shown.In the Field Settings on the right, select the Logic tab and then select Add Logic.This is considered the source field for your rule. Select the field that will determine which other fields and form elements are displayed based on its value.Select Forms > Create Form on the menu bar at the top-left of the Smartsheet window.Open the sheet that you want to attach the form to.To create a new form and add rules to conditionally display fields and other form elements: You can also conditionally show other form elements, such as headers, dividers, and attachments to better align those elements with associated questions.Ĭreate a form and conditionally display fields Several fields related to IT Equipment requests are displayed in the form while the unrelated IT Support request fields are not displayed.The person using the form chooses IT Equipment as their Request Type.You create a form to manage IT Help Desk requests.
With conditional logic in forms, you can ensure that people using the form will only answer the questions that are relevant to their submission by showing specific fields based on their answers to other questions.