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How to set up conditional logic in Yes / No questions on Dashpivot Web

Learn how to hide or show fields based on inputs on your forms

Written by Sam
Updated over 3 weeks ago

Conditional logic in Dashpivot helps you optimise form templates by only displaying additional fields when specific conditions are met. This keeps forms shorter and quicker to complete, while still allowing them to expand when extra information is required. Conditional logic is commonly used with Yes / No questions to reveal follow-up fields only when they are relevant.

Prerequisites

Before you begin make sure you have the following:

  • Plan: Standard (or higher)

  • Permission: Permission to edit templates

  • Skills Required: Dashpivot

  • Device Type: Computer

  • Subscription: Dashpivot

Step-by-Step Instructions

  1. Select a template and click Edit Template.

  2. Drag a Yes / No field or a List field into the template.

  3. Hover over the Yes / No or List field and click Add logic.

  4. Set the condition for the rule by selecting which option from the Yes / No or List field will trigger the logic.

  5. Drag and drop the relevant field or fields to display under each condition.

  6. Click Save using the green button in the top right corner of the screen.

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