# Conditional Logic V2 in Forms and Surveys! > Learn how to set up conditional logic in GHL Customer Care forms. Automate redirects, show custom messages, disqualify leads, and improve form conversions. - Source: https://docs.ghlcustomercare.com/docs/sites/forms/conditional-logic-v2-in-forms-and-surveys - Section: Sites / Forms - Reading time: 5 min - Images: 6, each explained below - Modified on Tue, 12 May at 6:05 AM --- Conditional Logic v2 helps you create smarter, more dynamic forms and surveys. It lets you show or hide fields, redirect users, display messages, disqualify leads, or jump to different slides — all based on how someone answers. This guide explains how to use Conditional Logic, what’s new in version 2, and which fields are supported. --- ## What Is Conditional Logic Conditional Logic automates actions inside a form or survey based on user input. You can define conditions like: - If the answer is “No,” show a message. - If the score is below 5, disqualify the lead. - If the date is within a range, redirect to another page. - In surveys, jump to a specific slide instead of showing all questions. This creates a more personal and efficient experience for respondents. --- **TABLE OF CONTENTS** - What is Conditional Logic in Forms - Key Benefits of Conditional Logic in Forms - How to Set Up Conditional Logic in Forms - Frequently Asked Questions --- ### More Tutorials From the Community [https://www.youtube.com/watch?v=mwtDrNimU5o](https://www.youtube.com/watch?v=mwtDrNimU5o) --- ## What’s New in v2 - **Simplified 3-Step Builder:** Select Field → Select State → Provide Value - **“Between” Operator:** For numeric, date, score, and monetary fields - **Survey Branching (Jump To):** Create slide-to-slide jumps - **Expanded Field Support:** Checkboxes, multi-dropdowns, TnC1, TnC2, file uploads, and signatures - **New Show/Hide Targets:** Payment, text, HTML, image, and TnC elements - **Rule List Filtering (Surveys):** Filter rules by field or slide - **Cycle Protection:** Prevents loops (Slide A → Slide B → Slide A) - **Localized & Accessible:** Translated UI with keyboard navigation --- ## Available Actions When you open **Conditional Logic**, you’ll see four action types you can create: | Action | Description | | --- | --- | | **Redirect to URL** | Send users to a specific webpage after submission | | **Display Custom Message** | Show a personalized message based on answers | | **Disqualify Lead** | Automatically reject unqualified form submissions | | **Show/Hide Fields** | Dynamically control which fields appear or hide | > **All conditions are executed in top-down order.** > Later matching rules override earlier ones when applicable. --- ## **Conditional Logic in Calendar Booking Forms** Conditional logic in forms also applies when a custom form is used inside a supported calendar booking flow. This gives you more control over qualification and the final confirmation experience. In calendar bookings: - Show/Hide logic updates fields dynamically as the user answers questions - Disqualify lead logic is checked before the appointment is booked - If a lead is disqualified, the system does not create the appointment - If a lead is disqualified, the system does not collect payment - Redirects and custom messages can be used as part of the booking outcome If the calendar confirmation page is set to **Use custom form rules**, the system shows the form’s redirect or custom message after submission. If the form does not include either one, the booking uses the default confirmation page instead. Note: Calendar support described here applies to supported booking flows that use custom forms. Services (v2) and Rentals are not included in this article yet. --- ## How to Set Up Conditional Logic You can add and manage rules directly inside the Form or Survey Builder. ### 1\. Open Conditional Logic - In the builder, click **Conditional Logic** in the top bar. ![Step 1 of 1: In the builder, click Conditional Logic in the top bar](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155055503478/original/Za8ux2kj4Ir5J_SM_7YmNuv6z30828A2fA.jpeg) **Step 1 of 1: In the builder, click Conditional Logic in the top bar** This screenshot accompanies step 1 of 1 in the "1. Open Conditional Logic" section of "Conditional Logic V2 in Forms and Surveys!". At this point in the walkthrough you in the builder, click Conditional Logic in the top bar. - What to click: In the builder, click Conditional Logic in the top bar. - Controls: Conditional Logic ### 2\. Add a New Condition - Click **Add New Condition**. - Choose an action (Redirect, Message, Disqualify, or Show/Hide). - The logic builder opens for that action. ![Step 3 of 3: The logic builder opens for that action](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155055503551/original/Xt1od3MtSIZhhqJP0hV4kKtjTtpLeI4jGQ.jpeg) **Step 3 of 3: The logic builder opens for that action** This screenshot accompanies step 3 of 3 in the "2. Add a New Condition" section of "Conditional Logic V2 in Forms and Surveys!". At this point in the walkthrough you the logic builder opens for that action. - What this covers: The logic builder opens for that action. - Controls: Add New Condition Full procedure: 1. Click Add New Condition. 2. Choose an action (Redirect, Message, Disqualify, or Show/Hide). 3. The logic builder opens for that action. <- this image ### 3\. Build the Rule Follow the guided 3-step flow: 1. **Select Field** – Choose the form field or slide to base the rule on. 2. **Select Field State** – Pick the condition (e.g., _is equal to_, _is empty_). 3. **Provide a Value** – Enter the matching value (text, number, or date). You can add additional conditions using **AND** or **OR** connectors. ![3. Build the Rule (image 3 of 6)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155055503789/original/xmA291pqzVdAQg74dSgC9HH3litdUtdAYQ.png) **3. Build the Rule (image 3 of 6)** This screenshot appears in the "3. Build the Rule" section of "Conditional Logic V2 in Forms and Surveys!". The text alongside this image reads: You can add additional conditions using AND or OR connectors. Immediately after, the guide continues: Some operators don’t require values, like “is empty” or “is checked.”. - What this covers: You can add additional conditions using AND or OR connectors. - Controls: Select Field, Select Field State, Provide a Value, AND, OR - Next: Some operators don’t require values, like “is empty” or “is checked.” Full procedure: 1. Select Field – Choose the form field or slide to base the rule on. 2. Select Field State – Pick the condition (e.g., is equal to, is empty). 3. Provide a Value – Enter the matching value (text, number, or date). > Some operators don’t require values, like “is empty” or “is checked.” ### 4\. Choose the Action Result Depending on the action type: - **Redirect:** Add a valid URL (e.g., `https://example.com`) ![Step 1 of 5: Redirect: Add a valid URL (e.g., https://example.com)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155055504058/original/ZbWmXmVLNXM9XNrEJt9lpyosZAyOKj6Vqw.jpeg) **Step 1 of 5: Redirect: Add a valid URL (e.g., https://example.com)** This screenshot accompanies step 1 of 5 in the "4. Choose the Action Result" section of "Conditional Logic V2 in Forms and Surveys!". At this point in the walkthrough you redirect: Add a valid URL (e.g., https://example.com). This part of the guide covers 5 fields, listed below. The next step is to display Message: Enter your message text. - What this covers: Redirect: Add a valid URL (e.g., https://example.com) - Fields: Redirect: Add a valid URL (e.g., https://example.com), Display Message: Enter your message text, Show/Hide Fields: Pick which fields appear or hide, Disqualify Lead: The form stops submission when matched, Jump To (Surveys only): Choose the target slide or question - Next: Display Message: Enter your message text Full procedure: 1. Redirect: Add a valid URL (e.g., https://example.com) <- this image 2. Display Message: Enter your message text 3. Show/Hide Fields: Pick which fields appear or hide 4. Disqualify Lead: The form stops submission when matched 5. Jump To (Surveys only): Choose the target slide or question - **Display Message:** Enter your message text ![Step 2 of 5: Display Message: Enter your message text](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155055503989/original/o4-6O2Ow5nz5RatX4WwZ6ijD765rkgmpew.jpeg) **Step 2 of 5: Display Message: Enter your message text** This screenshot accompanies step 2 of 5 in the "4. Choose the Action Result" section of "Conditional Logic V2 in Forms and Surveys!". At this point in the walkthrough you display Message: Enter your message text. This part of the guide covers 5 fields, listed below. The next step is to show/Hide Fields: Pick which fields appear or hide. - What to fill in: Display Message: Enter your message text - Fields: Redirect: Add a valid URL (e.g., https://example.com), Display Message: Enter your message text, Show/Hide Fields: Pick which fields appear or hide, Disqualify Lead: The form stops submission when matched, Jump To (Surveys only): Choose the target slide or question - Next: Show/Hide Fields: Pick which fields appear or hide Full procedure: 1. Redirect: Add a valid URL (e.g., https://example.com) 2. Display Message: Enter your message text <- this image 3. Show/Hide Fields: Pick which fields appear or hide 4. Disqualify Lead: The form stops submission when matched 5. Jump To (Surveys only): Choose the target slide or question - **Show/Hide Fields:** Pick which fields appear or hide ![Step 3 of 5: Show/Hide Fields: Pick which fields appear or hide](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155055504019/original/bFRfxJVNhE6N6D3znTmcIPqm_-pkAPfaAA.jpeg) **Step 3 of 5: Show/Hide Fields: Pick which fields appear or hide** This screenshot accompanies step 3 of 5 in the "4. Choose the Action Result" section of "Conditional Logic V2 in Forms and Surveys!". At this point in the walkthrough you show/Hide Fields: Pick which fields appear or hide. This part of the guide covers 5 fields, listed below. The next step is to disqualify Lead: The form stops submission when matched. - What to choose: Show/Hide Fields: Pick which fields appear or hide - Fields: Redirect: Add a valid URL (e.g., https://example.com), Display Message: Enter your message text, Show/Hide Fields: Pick which fields appear or hide, Disqualify Lead: The form stops submission when matched, Jump To (Surveys only): Choose the target slide or question - Next: Disqualify Lead: The form stops submission when matched Full procedure: 1. Redirect: Add a valid URL (e.g., https://example.com) 2. Display Message: Enter your message text 3. Show/Hide Fields: Pick which fields appear or hide <- this image 4. Disqualify Lead: The form stops submission when matched 5. Jump To (Surveys only): Choose the target slide or question - **Disqualify Lead:** The form stops submission when matched - **Jump To (Surveys only):** Choose the target slide or question ### 5\. Save - The **Save** button activates only after all required inputs are valid. - The system checks for missing values and prevents loops automatically. - Rules run **top-down**, and later matches override earlier ones. --- ## Supported Fields Conditional Logic v2 supports more field types than before. **Personal Info** - First Name - Last Name - Email - Phone **Form Fields** - Single Line - Multi Line - Number - Monetary - Score - Date Picker - Dropdown (Single) - Dropdown (Multi) - Radio Select - Checkbox - Terms & Conditions (TnC1 / TnC2) - File Upload - Signature **Content & Payment Elements** - Text - HTML - Image - Payment > **Note:** Calendar fields are not yet supported. --- ## Supported Operators by Field Type | Field Type | Operators | | --- | --- | | **Text (single/multi line)** | equal to, not equal to, contains, does not contain, starts with, ends with, is empty, is filled | | **Phone / Email** | equal to, not equal to, contains, starts with, ends with, is empty, is filled | | **Number / Score / Monetary** | equal to, not equal to, greater than, less than, between, is empty, is filled | | **Date** | equal to, before, after, between, is empty, is filled | | **Dropdown (single)** | is equal to, is not equal to, is empty, is filled | | **Multi Dropdown / Checkbox** | is equal to {Option}, is not equal to {Option}, is empty, is filled | | **TnC1 / TnC2** | is checked, is not checked | | **File Upload / Signature** | is empty, is filled | --- ## **Survey-Specific Features** ### Jump To Logic - **IF Basis:** Field or Slide - **THEN Action:** Jump to a slide or question - **Evaluation:** Happens when the user clicks “Next” - **Conflict Handling:** If multiple Jump To rules match, the first one runs - **Protection:** Prevents self-loops and slide-to-slide cycles automatically ### Rule Filtering In surveys, you can filter rules by: - **Field:** Show all rules related to a field - **Slide:** Show all rules that affect or belong to that slide --- ## **Behavior & Evaluation** - Rules execute **top-down** in order. - For **Redirect, Message, Disqualify**, only the **first matching rule** runs. - For **Show/Hide**, later matches override earlier ones. - For **multi-selects**, “is equal to {Option}” checks if the option is selected. - Text logic ignores case and extra spaces. - Dates use the account’s timezone. --- ## Tips - Use **Between** for number or date ranges (inclusive). - Try date presets like **Today** or **This Week**. - The **“Radio Other”** option appears only if enabled for that field. - Always preview the form or survey to verify rule behavior. --- ## FAQs **1\. Can I mix AND and OR in the same rule?** No. Each rule must use one type of connector — either AND or OR. **2\. Can I have multiple rules in the same form?** Yes. Each rule works independently. **3\. What happens if more than one condition matches?** For submission actions, the first match wins. For Show/Hide, later rules override earlier ones. **4\. Can I create loops in Jump To logic?** No. The builder prevents loops and shows an error message if detected. --- Documentation for GHL Customer Care. Support: support@ghlcustomercare.com