Formaloo’s Logic feature allows you to customize the behavior of your apps and forms by defining conditions, logic jumps, and actions.
You can use it to control the flow of your form, create personalized experiences for your users, and ensure that only relevant questions are shown based on the answers provided.
This powerful tool can streamline the user experience, reduce friction, and make your forms more dynamic by introducing if/else and loop functions.
Why use logic in Formaloo
Enhanced user experience: Forms that are long or ask irrelevant questions can turn users away. With logic, you can skip over irrelevant fields and guide users through only the necessary sections.
Improved conversion rates: By only showing relevant questions, you keep your forms focused, which boosts user engagement and helps improve your conversion rates.
Personalization: Logic enables you to create personalized experiences by dynamically adjusting the flow of your form based on user responses.
Example: Use case scenario
Imagine you're filling out a multi-step form, but 80% of the questions don’t apply to you. Using logic, the form can skip irrelevant fields, guiding you through only the necessary questions.
With logic, the form can skip over irrelevant fields, guiding the user through only the necessary sections.
This is where Formaloo shines, allowing you to dynamically change the flow of your forms based on your users’ responses.
Key logic events: On Submitting vs. On Questions
Formaloo allows you to add two main types of events in logic:
1. On submitting the form
The On Submitting the Form event occurs after the user submits the form. Based on the conditions you set, actions will trigger, such as sending email notifications, redirecting the user to another page, or calculating prices.
For example:
Send a confirmation email after the user submits the form.
Show a thank-you message or redirect the user to a different page.
💡Note:
You can trigger conditional email notifications in this section. If certain conditions are met after submission (e.g., if a user selects a certain response), you can send a customized email.
2. On questions
The On Questions event is triggered when users provide input to a specific field in the form. You can set conditions to control the flow based on the answers they provide. For example:
Show or hide fields based on a user's selection.
Add scores or calculate the total based on answers provided.
For example:
If the user answers "Yes" to a question, show a follow-up question asking for more details.
If the answer is "No," skip the follow-up question and proceed to the next section.
Core elements and how it works
Formaloo Logic is the system that enables you to add rules, conditions, actions, and default logic options to customize the flow of your apps or forms.
Here’s a breakdown of the core elements:
Rule: A logic rule consists of a condition and an action that determines what happens when the condition is met.
Condition: A conditional statement that evaluates to true or false, based on one or more conditions chained together using AND/OR operators.
Action: An item from a predefined list of actions, such as jumping to another field or skipping a section.
Default Logic: Default rules that are applied when no specific condition is met. There are two types:
Always: The action will always occur, such as "Always Jump to Field X."
Otherwise: This rule applies when none of the other conditions are met.
There are two ways to edit a form’s logic - basic and advanced logic.
Types of logic rules
Formaloo provides a variety of logic options to control the flow of your form, including conditional logic and actions.
Below is an explanation of the key elements you can use.
1. Conditions (If)
Conditions are statements that determine when an action should be performed. These conditions check if specific criteria are met based on the user's input.
Examples of If conditions:
Is equal to: Check if the user's answer matches a predefined value.
Example: If the answer to "How many pets do you have?" is "2".Contains: Check if the user's answer contains a specific substring.
Example: If the answer to "What colors do you like?" contains "blue".Starts with: Check if the user's answer begins with a specific word.
Example: If the answer to "What is your favorite fruit?" starts with "apple".Is answered: Check if the field has been filled out.
Example: If the answer to "What is your age?" is filled in.
2. Using AND/OR in conditions
You can combine multiple conditions using the AND and OR operators.
AND: All conditions must be true.
Example: If "How many pets do you have?" is "3" AND "What is your favorite color?" is "blue", then proceed.OR: Only one of the conditions must be true.
Example: If "What is your age?" is "18" OR "What is your city?" is "New York", then proceed.
3. Actions (Show/hide, Jump, Set, After submit, Multiply, etc.)
Actions are the outcomes that occur when a condition is met. You can control the user flow, hide or show fields, set values, and even redirect users based on these actions.
Examples of Actions:
Show: Display a specific field or message to the user.
Example: If the user selects "Yes" for "Do you want to receive newsletters?", show a field asking for their email address.Hide: Hide a specific field based on a condition.
Example: If the user selects "No" for "Do you want to receive newsletters?", hide the email field.Jump: Skip certain fields and jump to the next relevant one.
Example: If the answer to "Do you have experience?" is "No", jump to a follow-up question.Set: Assign a value to a field automatically.
Example: If the user selects "Student" as their occupation, set the discount field to 10%.Submit: Perform actions to submit the form and end the form.
After Submit, Go to Ending Page: This action occurs after the form is submitted, and it redirects users to an ending page based on the user's submission.
Example: After the user submits the form, redirect them to a "Thank You" page or an appointment booking page.Subtract: This action subtracts a certain value from a field.
Example: If a user enters a number in a field, and you want to subtract 10 from that value, you can use this action.Multiply: This action multiplies a number by a specified value.
Example: If a user selects "10 items" in a field, you can multiply the quantity by the unit price to calculate the total cost.Divide: This action divides a value by a specified number.
Example: If the total cost is $100 and you want to divide it by the number of users, you can use the divide action to calculate the per-user cost.
These actions help you create more personalized, interactive, and efficient forms by automating processes and adapting the flow based on user inputs.
4. Always and Otherwise rules
These rules determine actions that happen in specific cases:
Always: This rule ensures that a specific action will always occur, no matter what.
Example: Always jump to the "Thank you" page after form submission.Otherwise: This rule applies when none of the previous conditions are met.
Example: If no specific condition is matched, show a default message like "Please fill out all required fields."
Priority of Rules:
Always: These rules are executed regardless of other conditions. It’s a default action that runs no matter what.
Otherwise: These rules are executed when no conditions or other logic match, serving as a catch-all rule.
Example of how to use logic with conditions and actions
Scenario: If the user selects "Yes" for a specific question like "Do you want to receive newsletters?", the form will show an email field and send a confirmation email. If the user selects "No", the form will hide the email field and skip this section. If the form is submitted, it will always show a "Thank you" page.
These elements work together to create dynamic and interactive forms, enhancing the user experience.
Basic logic in Formaloo
For users who need a simple, straightforward setup, Basic Logic allows you to quickly set up conditions without diving too deep into complex logic structures.
Here’s how to add basic logic to your form:
In the dashboard: Select the form you want to edit.
Logic tab: Click on the question you’d like to add logic to, and the Logic tab will appear on the right sidebar.
Set logic: From this tab, you can directly set up conditions, actions, and logic jumps.
In Basic Logic mode, you can apply simple if/else rules to individual fields, making it easy to control the user flow without needing to reference multiple fields.
Advanced logic in Formaloo
Advanced Logic is where you unlock more complex functionalities for your forms and apps.
It provides two key features not available in the basic mode:
Cross-field logic
This allows you to reference any field before the current one, making it possible to set conditions based on multiple fields in the form. For example, in the advanced mode, when editing logic for field 3, you can refer to the data in fields 1 and 2.
Multiple conditions on a single rule
Using AND/OR operators, you can create multi-condition rules, where the logic action will only trigger if all or some of the conditions are met.
To do this, you first need to create a logic rule and then add additional conditions to it.
To start using advanced logic:
In the dashboard: Select your form.
Advanced logic button: Once you click on a field, the option to switch to advanced logic will appear in the sidebar.
Add conditions: You can now define complex rules by clicking the “Add Condition” button and selecting the appropriate conditions from any previous fields.
Using the Logic Map to visualize conditional flows
When creating customized apps or form behavior with multiple conditions and jumps, the logic map is an essential tool.
This map provides a bird’s-eye view of your form or app’s structure, illustrating how each question or field connects based on the rules you set.
Why use the logic map?
Simplify complex logic: With advanced conditions like cross-field references and multi-condition rules, a logic map can simplify tracking how different fields are connected.
Troubleshoot efficiently: See all logic paths in one place, allowing you to catch potential issues or overlapping conditions early.
Optimize user flow: With a clear visual of logic paths, ensure that the form’s flow aligns smoothly with the user journey.
Accessing and using the logic map
Navigate to the Logic tab: In the form editor, go to the Logic tab, where you can configure logic rules.
Open the Logic Map Overview section: Here, you’ll find a diagram that displays fields as boxes, showing connections based on conditions.
Review and refine: Use the map to ensure conditions lead to the correct outcomes and adjust where needed to avoid conflicts.
With a logic map, you can approach complex configurations with confidence, ensuring that each field contributes to a cohesive, user-friendly flow.
Example of logic in action
Let’s say you’re building a customer feedback form. You only want users who rate your product as 3 stars or below to see a follow-up question asking them for more details on what went wrong.
With Formaloo’s logic, you can easily set up a rule:
If Rating ≤ 3, then Show Field ‘Tell us what went wrong.’
Users who rated the product higher will not see this question, saving them time and streamlining their experience.
Another scenario could be a purchase form where you need to gather additional information from users selecting specific products.
By using logic jumps, users selecting product A will see relevant questions about product A, while those selecting product B will be directed to a different set of questions.
By understanding the core components of Formaloo logic—rules, conditions, actions, and default logic—you can ensure that your forms and apps dynamically adapt to user input, delivering a customized experience every time.