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 logic?
Formaloo’s Logic allows you to customize the behavior forms by defining conditions, logic jumps, and actions. It's a set of rules that controls how your form behaves based on user input.
With Formaloo, you have 3 types of logic:
When field is responded – Triggers after the user answers a specific field and moves on.
When field is updated – Also, referred to as "on update" logic. Triggers as soon as the value in a field changes, allowing you to show/hide fields, update variables, or adjust other field values in real time.
When form is submitted – Also, referred to as "on submit" logic. Triggers after the entire form is submitted. Ideal for sending notifications, generating PDFs, starting workflows, or syncing data to other tools.
What is advanced logic?
Advanced logic allows you to go beyond basic question-to-question jumps. It gives you access to:
Use cross-field conditions – reference responses from multiple fields in a single rule.
Combine multiple conditions – chain rules with AND/OR operators for more precise control.
Trigger different types of actions – from showing or skipping fields to sending emails, redirecting users, or updating variables.
Automate beyond submission – pair with On Submit or On Update logic to run actions when responses are created or edited.
This added flexibility is perfect for building dynamic, personalized forms and surveys, where the user experience changes based on multiple inputs or criteria.
📧 Is there another way to send email notifications?
Yes! You can also send email notifications from the Notify tab in your form editor. There, you can set up messages to respondents or specific email addresses, and customize the content based on form answers.
How to open advanced logic in Formaloo?
Let’s break down the steps to add advanced logic to your forms:
Go to your dashboard: In your dashboard, select the form you’d like to edit.
Enter edit mode: Click on “Edit Base” to open the form builder.
Open Advanced Logic: In the right sidebar, you'll see advanced logic.
👀 Learn how to create a personality quiz, step-by-step.
🤔 What's difference between basic and advanced logic?
Basic logic in Formaloo controls what happens while someone is filling out the form, like showing or hiding fields based on their answers or calculating a score instantly.
Advanced logic kicks in after a form is submitted or updated. It lets you automate actions like sending emails, generating PDFs, assigning tasks, or redirecting users. You can set up different rules and conditions to trigger these actions automatically, turning your form into a powerful workflow tool.
How to add multiple conditions on a single rule?
With advanced logic, you can create rules with multiple conditions using AND/OR operators.
This allows you to set up complex branching logic that adjusts based on multiple answers in the form.
Click on the field you want to apply logic to.
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).
💡 Use case examples using advanced logic
Here are some use case examples where advanced logic can be well used.
Weather it's cross-field conditions, conditional redirection or even calculations, here's what you could create (or just use a free template) with Formaloo.
1️⃣ 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? (CSAT® field)
Please specify the reason for your rating (Long text field)
Would you like to leave additional comments? (Yes/No field)
Additional comments (Long text field)
You want the form to behave as follows:
If the customer gives a low rating (1–2 stars), show the “Please specify the reason for your rating”;
If the customer gives a higher rating (3–5 stars), skip directly to “Would you like to leave additional comments?”;
If the customer selects Yes for additional comments, show the “Additional comments” field;
If the customer selects No, skip the comments field and submit the form.
👀 In Advanced Logic, there are comparison options that let you define exactly when a rule should run. They make setting up conditions much easier because you can match your logic to different types of data, whether it’s numbers, text, or whether a field has been answered at all.
Here’s what each one means:
is equal to – Triggers when the field value matches exactly what you specify.
Example: If rating is equal to 5, show “Thank you” page.is not equal to – Triggers when the field value is anything except the one you set.
Example: If rating is not equal to 5, ask “How can we improve?”is greater than – Useful for number or rating fields; triggers if the value is higher than what you set.
Example: If rating is greater than 3, skip the “Reason for rating” question.is less than – Triggers if the value is lower than your set number.
Example: If rating is less than 3, show improvement-related questions.is greater than or equal to – Combines the above; triggers if the value is the same or higher than the set number.
is less than or equal to – Triggers if the value is the same or lower than the set number.
is answered – Runs the rule if the user has filled in the field (regardless of the answer).
Example: If the question is answered, enable the “Next” button.
So we'll set rules on the first question accordingly:
If rating is less than or equal to 3 → go to reasons for rating;
If rating is greater than 3 → Go to additional comments.
Like this:
🤔 Do you know what conditional redirection means?
Conditional redirection allows you to dynamically change the destination a user sees after submitting a form.
In Formaloo, conditional redirection can be implemented in two ways:
Redirect to an Ending Page: Show a customized message or screen directly inside the form interface.
Redirect to an External URL: Send users to a custom webpage, scheduling link, or another form after submission.
2️⃣ Complex approval workflows
You can build approval workflows with advanced logic. This will ensure the correct action is triggered and the process automatically moves though stages.
For example, in the Job application workflow, you can:
Automate stage-based actions – When the application status is updated at any stage, advanced logic triggers the correct next step (e.g., send interview link, rejection email, or task assignment).
Use “On Update” logic – Actions happen not just on submission but whenever a record’s status changes, ensuring the workflow stays in sync as candidates progress.
Route candidates based on decisions – Logic rules determine which form, page, or email is shown/sent next, depending on the reviewer’s choice.
Personalize communication – Conditional email templates are sent with candidate-specific details pulled from their application.
Link multiple forms together – Different interview and assignment forms are connected so each reviewer sees all relevant information.
It’s essentially the logic engine that moves applicants through the pipeline automatically, without manual handovers between HR, the CMO, and the CEO.
👀 Check blog-post with tutorial videos explaining how to build a job tracking approval workflow.
3️⃣ Product recommender quiz
A product recommender quiz uses advanced logic to guide each user through a personalized path, asking only relevant questions and delivering tailored results.
By combining conditions, scoring, and dynamic content, you can recommend the perfect product instantly, without manual filtering.
For a product recommender quiz, advanced logic can be used to:
Guide users through tailored questions – Show or hide questions based on previous answers, ensuring only relevant options are displayed.
Use cross-field conditions – Combine multiple answers (e.g., budget + preferred features + usage scenario) to determine the best product match.
Calculate scores or categories – Assign values to each answer and use logic to total scores or select a category that matches a product type.
Personalize recommendations – Display a custom ending page or redirect to a specific product page based on quiz outcomes.
Trigger follow-up actions – With On Submit logic, send an email with the recommended product, discount code, or next steps.
👀 Check out the free product recommender quiz template!
4️⃣ Automatic lead scoring form
A lead scoring form helps evaluate and rank potential customers so sales teams can focus on the most promising leads.
Here advanced logic is used:
Assigns scores to specific answers.
Totals scores in hidden variable fields.
Categorizes leads into segments (hot, warm, cold) based on score ranges.
Uses On Submit logic to trigger tailored follow-up emails or route high-value leads directly to the sales team.
👀 Check out the free automatic lead scoring form template.
Advanced logic best practices:
Keep rules organized and well-documented.
Title conditions clearly and add notes to explain their purpose, especially in complex workflows.
Test every possible path to ensure the flow works as intended and no steps are skipped.
Use descriptive variable IDs to make it clear what each variable is tracking.
Avoid conflicting conditions that trigger on the same event but lead to different actions.