Configure Conditional Content Logic

Overview

Form Logic lets you define rules that change what happens in a form based on how a user responds. Each rule has two parts: a condition (when this is true) and an action (do this). When the condition is met, the action fires automatically.

This is how you build branching forms, enforce data quality, guide users down the right path, and keep the form experience clean by only showing what's relevant. Without logic, every user sees every question — with it, the form adapts to each person as they go.

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Where to find Form Logic

‍Advanced mode required: Form Logic is only available when the template editor is in Advanced mode. If you don't see the Form Logic tab, check the mode toggle at the top of the editor and switch to Advanced.

There are two ways to access logic in CX Platform, and knowing when to use each one saves time.

Via the Form Logic tab — click the Form Logic tab in the template editor to view, add, edit, and delete all logic rules for the entire form in one place. This is the best view for managing complex workflows or getting an overview of all rules across multiple questions.

Via an individual question — click Edit on any question in the Form Designer, then go to the Logic tab. This lets you add logic specific to that question without leaving the canvas. You can only add logic this way, not change or delete it — use the Form Logic tab for edits and deletions.

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Add a new logic rule

Open the form template, go to the Template tab, and click Form Logic.
Click Add New or Build to start a new rule.
Under Define condition(s), set up when the rule should fire — for example, when a specific question equals a particular value. Add sub-conditions using and / or for more complex requirements.
Under Define action(s), choose what should happen when the condition is met. Select from the dropdown and configure the action details.
Click Save and return to commit the rule to the template, or Save to save and continue editing.

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Available actions

Here's a quick rundown of all the actions you can attach to a condition.

Action	What it does
Show / hide question	Makes a question visible or hidden based on the condition. Use this to reveal follow-up questions only when they're relevant.
Enable / disable question	Keeps a question visible but makes it interactive only when the condition is true. When disabled, the field appears greyed out and can't be clicked or answered.
Make question required / optional	Dynamically changes whether a question must be answered. Useful when a field is only mandatory in certain scenarios.
Set question value	Automatically populates a field with a specific value when the condition is met. Handy for defaulting fields like N/A or pre-filling based on a previous answer.
Copy values between questions	Copies the answer from one question into another. Common use case: copying a Billing Address into a Delivery Address field so users don't have to type it twice.
Skip to question	Jumps the user forward to a specific question, skipping everything in between. Use this to route users past irrelevant sections.
Complete form	Ends the form early and takes the user to the completion screen. Useful when a particular answer means the rest of the form doesn't apply.
Display a custom "Thank you" page	Shows a customised completion message when the condition is met. You can write plain text or paste in custom HTML via the Source button. Different answers can trigger different thank you messages.
Run custom expression	Runs a JavaScript expression to perform calculations or comparisons not possible with standard conditions. For example, checking whether two email fields match and setting a third field to True or False based on the result.

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Edit or remove existing logic

All current rules for a form are listed in the Form Logic tab, with each rule showing its condition and action at a glance.

To edit a rule, click the pencil icon or the Edit link next to it. You can update the condition, the action, or both.
To delete a rule, click the delete icon next to it. Changes are applied to the template after you save.

‍Keep the Form Logic tab open while building: It's easy to lose track of rules when a form grows. Reviewing all rules from the Form Logic tab regularly — rather than checking question by question — helps you catch conflicts, redundant conditions, and rules that no longer apply.

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