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Custom Fields: How to set up a Condition

Learn how to use Conditions to show or hide specific fields based on answers to previous Single Select or Multiple Select questions.

Prerequisites

  • A target question (e.g., a Single Select field with options like "Yes" / "No") must be created before you can apply conditional logic to it.

Use Case Overview

In this guide, we will set up conditional logic for a supplier due diligence questionnaire:

  • Trigger Question: "ISO 27001 certification" (Yes / No)

  • If Yes: Show a file attachment field asking for proof of certification.

  • If No: Show a text field asking for alternative certifications.

Step 1: Open the Questionnaire Builder

  1. Go to Operations > Questionnaires.

  2. Click + Add questionnaire and select either a template or Create from scratch.

  3. Click Questionnaire builder to open the form builder.

Step 2: Create the Trigger Question

  1. Click + on the builder to add a new field.

  2. Under Type, select Single select.

  3. In the Title field, enter: ISO 27001 certification.

  4. By default, three options will appear - you can add more options or remove. In this case, adjust your options list so that only Yes and No remain.

  5. Click Done to save the field.

Step 3: Add a Condition

  1. Click + on the builder below your trigger field.

  2. In the Type dropdown, scroll to Layout elements and select Condition.

  3. Configure the trigger rule:

    • Trigger Field: Select ISO 27001 certification.

    • Operator: Select Has selected any of.

    • Value: Select Yes.

  4. (Optional Logic):

    • AND Rule: Click Add condition. Both conditions must be met to display the conditional fields.

    • OR Rule: Click Add OR condition group. Meeting any single rule group will display the fields.

  5. Click Done. A new Condition Block container will appear on your builder.

Step 4: Add Fields Inside the "Yes" Condition

  1. Click + inside the newly created Condition Block container.

  2. Under Type, select Field > File.

  3. Name the field: Attach proof of certification.

  4. Click Done.

Step 5: Add Fields for the "No" Scenario

  1. Click + on the builder outside the first conditional block.

  2. In the Type dropdown, select Condition.

  3. Configure the rule:

    • Trigger Field: ISO 27001 certification

    • Operator: Has selected any of

    • Value: No

  4. Click Done.

  5. Click + inside the new No conditional container.

  6. Select Type > Text and title it: List alternative certifications.

  7. Click Done.

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