While basic logic is excellent for simple conditional setups, sometimes you need more complex control over your forms. That’s where Advanced logic in Formaloo comes in.
With advanced logic, you can create more sophisticated rules, reference multiple fields, and apply multiple conditions to a single rule, giving you far more flexibility in customizing the form’s behavior.
What is advanced logic
Advanced logic allows you to go beyond basic question-to-question jumps. It gives you access to:
Cross-field logic: Create rules that span across multiple fields.
Multiple conditions on a single rule: Set up more complex criteria by chaining conditions with AND/OR operators.
This added flexibility is perfect for building dynamic, personalized forms and surveys, where the user experience changes based on multiple inputs or criteria.
Setting up advanced logic in Formaloo
Let’s break down the steps to add advanced logic to your forms:
Go to your dashboard: In the Formaloo dashboard, select the form you’d like to edit.
Enter edit mode: Click on “Edit Base” to open the form builder.
Select a question: Click on the field for which you want to apply logic. This will open the right-hand sidebar.
Open Advanced Logic: In the sidebar, click on the Logic tab and then select Advanced Logic to start adding more sophisticated rules.
Example: Building a customer feedback form
Imagine you’re building a feedback form that collects customer satisfaction data. You have five fields:
How satisfied are you with our service? (Rating field)
Please specify the reason for your rating (Multiple choice)
Reason for rating ( Long text)
Would you like to leave additional comments? (Yes/No)
Additional comments (Long text field)
You want the form to behave as follows:
If the customer gives a low rating (1-2 stars), they should be asked for a reason.
If they rate 3-5 stars, they can skip the "reason" question and move to the comments section.
If they say “Yes” to additional comments, show the text box for them to write their feedback; otherwise, submit the form.
Here’s how to set up the advanced logic:
Step 1: Adding the first rule for satisfaction rating
Select the Satisfaction rating field.
In the Logic tab, click on Add Rule.
Set up the first condition: If rating is less than 2, then jump to Reason for Rating.
Add a second condition: If rating is greater or equal to 3, then jump to Would you like to leave additional comments?
Step 2: Cross-field logic for comments
Since we want to direct the user based on both the satisfaction rating and the “Yes/No” response about additional comments, advanced logic allows us to link these fields:
Select the Additional Comments question.
Click on Advanced Logic.
Add a rule: If the answer is Yes, show the comments text box.
Add a fallback rule: If the answer is No, proceed to submit the form.
Working with cross-field logic
In basic logic, you can only apply rules to the current field.
With Advanced Logic, you can reference conditions in other fields to create more interconnected rules.
For example, when working on the “Additional Comments” field, you can reference the answers provided in the “Satisfaction Rating” field to decide whether to show or hide the comments box.
This feature is particularly useful when you need to customize the flow based on responses given earlier in the form, allowing you to build intricate user journeys.
Navigating advanced flows with a Logic Map
When working with advanced logic, a logic map can be indispensable. It allows you to visualize how different conditions and fields interact, ensuring that each user path is clear and functional.
By mapping out your logic, you can easily keep track of cross-field dependencies and multi-condition rules, making complex setups more manageable.
Benefits of using the Logic Map for advanced logic
See cross-field dependencies: The map shows where logic rules reference other fields, making it easier to troubleshoot and refine interactions.
Visualize multi-condition rules: When using AND/OR conditions, the logic map highlights which fields are dependent on multiple criteria, ensuring a cohesive flow.
Maintain flow consistency: Viewing the form’s structure in map format helps you check for inconsistencies, ensuring that users encounter a seamless experience.
Accessing and leveraging the Logic Map
Open the Logic tab: In the form editor, navigate to the Logic tab to configure your advanced logic rules.
View the Logic Map: Click on the Logic Map option to see a visual representation of your form’s structure and flow.
Review interactions: Use the map to confirm that cross-field logic and multi-condition rules connect as intended, allowing you to adjust where necessary.
By using the logic map, you can keep even the most complex setups clear and intuitive, ensuring that every rule enhances the form’s usability.
Multiple conditions on a single rule
With advanced logic, you can create rules with multiple conditions using AND/OR operators.
For instance, in the feedback form example:
If the rating is less than 3 AND the customer selects “Yes” for additional comments, then show a text box for feedback.
This allows you to set up complex branching logic that adjusts based on multiple answers in the form.
How to add multiple conditions
Click on the field you want to apply logic to.
In the Logic tab, click on Advanced Logic and then on Add Rule.
After adding the first condition, click on the Add Condition button to include more criteria.
You can choose to link these conditions using AND (both conditions must be true) or OR (either condition must be true).
Example: Advanced customer support ticket form
Let’s consider a customer support form that requires more detailed logic:
Type of issue (dropdown: Technical, Billing, Other)
Urgency level (dropdown: Low, Medium, High)
Preferred contact method (dropdown: Email, Phone, Chat)
With advanced logic, you can create a flow like:
If "Type of Issue" is Technical AND Urgency is High, then show the "Preferred contact method" question.
If "Type of issue" is Billing OR Urgency is Medium, redirect to a contact form specific for billing-related issues.
This approach ensures that the user journey is more dynamic and personalized based on the issue type and urgency.
Using advanced logic in Formaloo helps to:
Create highly personalized forms: Tailor the form to the specific needs and inputs of your audience.
Improve user engagement: Participants are more likely to complete a form that feels customized to their situation.
Simplify complex data collection: By linking fields and using multiple conditions, you can streamline complex processes like support tickets, customer feedback, or product surveys.
🗄️ Old dashboard:
In the old dashboard, when you open the logic tab, you can see a diagram of the Logic of the form.
When creating a form, Formaloo will automatically show this display. You can zoom in and zoom out to see the Logic structure better.
Click on one of the options if you wish to see its conditions. The entire display of the diagram is the basic Logic.
To edit or to add Logic and to use its full potential, click on the Advanced Logic button on the left of the diagram.