What is Conditional Logic in Dashpivot?

Conditional Logic in Dashpivot is a feature that shows or hides fields in a form template based on the values a user selects. It allows teams to display additional fields only when certain conditions are met, keeping forms shorter and more relevant by only showing follow-up questions when they are needed.

Conditional Logic is a Dashpivot feature that shows or hides fields in a form template based on selected field values. It is supported on Yes/No and List fields.

Conditional Logic is used to create dynamic forms that adjust based on user input. It can be used to display follow-up questions, require additional information, or capture supporting details only when specific responses are selected.

Note: Conditional Logic operates on a single layer. Fields revealed by a logic rule cannot themselves trigger additional logic rules.

Use Conditional Logic when some fields are only relevant under certain conditions. For example, teams can display additional questions when a user selects "Yes" to a delay, issue, or variation question in a form. It can also be used alongside workflows to show or hide signature blocks and review panels depending on the current stage of a document.

This video walks through how to set up conditional logic on a site diary template using Yes/No fields. It covers how to add a logic block to a field, set a condition, drag in additional fields, and optionally mark those fields as required.

The following video shows how conditional logic can work in conjunction with:

This video covers how to trigger conditional rules from List fields, how required fields behave when shown or hidden by logic, and how to integrate conditional logic with workflow stages to control the visibility of signature blocks and approval panels.

See how conditional logic is used across common Dashpivot form types:

Which field types support conditional logic in Dashpivot?

Conditional logic is currently supported on Yes/No and List fields.

Can conditional logic be nested in Dashpivot?

No. Conditional logic operates on a single layer. Fields revealed by a logic rule cannot themselves trigger additional logic rules.

Do required fields still apply when hidden by conditional logic?

No. Fields marked as required inside a logic block are only enforced when those fields are visible. If the condition is not met and the fields are hidden, the required rule does not apply.

Does conditional logic work on the Dashpivot mobile app?

Yes. Conditional logic set up in the template builder applies to forms filled out on both the Dashpivot web app and the mobile app.