Relevant to: Event Lead Management
In the Form Builder, you can use logic to apply rules to Event form questions. Logic is used to shorten the length of the Event form by showing and hiding fields based on what is selected.
In this article
Popular uses of logic in Event forms
Here are some common examples of how logic can be used to hide and show question fields in Event forms.
Hiding and showing data capture fields (eg. business card scanning field, badge scan field)
The relevant field(s) are shown to the mobile app user based on their selection of a preferred data capture method.
| Form question | Multiple choice options | Action based on option selected | |
| How are you collecting contact data? | Badge scan | > | Reveals the badge scan field. |
| Business card | > | Reveals the business card scanning field. | |
| Manual input | > | Reveals other form fields (eg. Full name, Email address). |
Hiding and showing fields to capture a more detailed response
A question is shown to invite a more detailed response based on the answer given to whether product x has been used before.
| Form question | Multiple choice options | Action based on option selected | |
| Has prospect used product x before? | Yes | > | Reveals the rating form field (eg. How do they rate the experience?). |
| No | > | Does not show an associated question. |
Hiding and showing based on follow-up actions
The mobile app user identifies a suitable follow-up action in the Event form. Each response has a different field associated with it to ensure the right information is collected in order to deliver the relevant follow-up.
| Form question | Check box options | Action based on option(s) selected | |
| How should prospect be followed-up? | Send product literature | > | Reveals the checkbox field so that relevant literature titles can be selected. |
| Follow-up call | > | Reveals the phone number field. | |
| Add to nurture campaign | > | Reveals a drop down field so that the relevant campaign can be selected. | |
| No follow-up | > | Does not show an associated question. |
Adding logic to Event forms
To use logic in an Event form, you need one question field to act as a condition and another that can be shown or hidden.
Click the field that should be shown or hidden. Select the Logic dropdown menu to reveal the available options.
1. Define which field will determine the action
From the Show this question if: dropdown menu, select the relevant form field. This is the field that will be used as a basis for the rule.
2. Set the condition
The condition will determine what action happens. Conditions vary depending on the field types that you select. From the drop-down menu, select the relevant condition.
| Field type selected | Available conditions |
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3. State which value(s) will trigger the logic
Having identified the relevant question field, you now need to state which value(s) will trigger the show/hide action.
| Values are case sensitive. When adding value(s), ensure they match those in the selected question exactly. |
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Example: hiding and showing the business card field.
Set up in the dashboard
Result in the mobile app
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When logic is added to an Event form field, it is noted underneath the question title in the Form Builder preview.
Testing the Event form logic
Preview the Event form on your device. Open the Event in the mobile app and check the fields are hidden and revealed as you expect. We advise that you do this prior to your event so that you have time to make edits and sync all devices.
While the Form Builder preview will show you what the form fields look like, it also displays the conditional questions and all the associated fields. It therefore doesn't provide an accurate representation of how the form will behave in the mobile app; logic is best tested in the mobile app.
Troubleshooting
When multiple rules are added to an Event form, it is sometime possible that logic prevents a condition from ever being true. Navigate to the Form Builder to check for any conflicts and that the value(s) matches those in the associated question exactly (this is case sensitive). Once edited, be sure to save the form.
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