How to use Formaloo Logic

Formaloo Logic essentially gives your app and database multiple functionalities in a very simple way. It simply lets you create any conditions you want, create logic jumps and criteria you want to customize your app or form’s behavior.

In summary, it gives your apps the power of if/else and loop functions! Formaloo Logic is what sets Formaloo apart from other online tools. With a logic jump, you can create multiple forms in one. Depending on how a respondent answers a question, they’ll be taken down one of two alternative paths for the remainder of the survey, form, and the app. You can have multiple logic jumps per form, allowing you to automatically tailor your questions to the individual answering.

It’s hard to overstate how useful this tool is. It allows you to collect high-level data for some respondents while diving deep into the weeds for others. Or, for businesses, Formaloo Logic lets you offer multiple services to clients from a single form—simplifying the process to boost your conversion rate. 

Imagine a really long form asking for too much information and most of the questions aren’t even relevant to the majority of your audience. Well, at best, it would be a boring, low-conversion, and unnecessarily long form. At least, I wouldn’t fill that out for you, my friend!

What is Logic?

To solve a problem like this, we’ve added logical branching and forms with dynamic flow based on the conditional logic you can add to your forms. The shorter forms will also benefit from dynamic flow and logic by guiding your audience through the shortest and fastest possible path while answering all the necessary questions, and possibly reading all the necessary instructions in the process.

So without further ado, let’s dive into more details first by getting to know the Formaloo logic jargon:

  • Rule: A logic rule consists of a condition and an action declaring what to do when the condition is met
  • Condition: a conditional statement that evaluates to true or false (consisting of one or more conditions chained together using AND and OR)
  • Action: an item from a predefined list of actions
  • Default Logic: there are actually two types of default rule:
    • Always: When the only rule is the default rule, the action will be taken unconditionally, for example: Always Jump to Field X.
    • Otherwise: When there is at least one non default rule, this default rule will be followed when none of the other conditions are met. Kind of a last resort. See “figure a” below.

Let’s make it more clear with a few examples:

ab


Figure a displays logic in Basic mode and Figure b shows a more complex logic in Advanced mode.
As you can see in the example images above in Basic mode you may only build logic into your forms using simple Rules consisting of single-field conditions, while in the Advanced view you may build a more complex conditional statement by defining conditions on multiple fields and chain them together using AND and OR operators.

The final statement is intuitive enough to understand when you read the rules from top to bottom.

How to Use Logic?

There are two ways to edit a form’s logic: 

  • Basic Logic
  • Advanced Logic

For most use cases, the basic logic should be enough, so let’s tackle Basic mode first:

Basic Mode:


In the Dashboard: 

  1. Click on the form you’d like to add logic to
  2. Click on the Logic button located between “Calculator” and “Duplicate” buttons.

You’ll see a flowchart showing the form’s fields as boxes and arrows connecting fields to indicate how your audience will navigate through fields when filling the form.

  1. Select the boxes (fields) on the flowchart for which you want to add logic to
  2. In the sidebar, you can start adding rules by clicking on the “Add Logic” button or edit the default rule inputs already present in the box.

Please, note that you are able to add multiple rules to a field, you just need to click on the “Add Rule” button until you’re satisfied with the result.

And that’s pretty much everything you need to know to get started using logic in Basic mode.

Advanced Mode

To start editing the form’s logic in advanced mode, you need to click on the “Logic & Conditions Setup” button in the sidebar.

For the most part, it’s the same as the basic mode, but, there are basically two types of limitations that are unlocked here:

  1. Cross-field logic:
  2. Multiple conditions on a single rule (example in Figure b.)

Cross-field Logic:

In the basic mode, you can only define logic rules on the selected field. For example, when you’re adding logic on the second field you do not have access to the first field to check if a condition is met or not. On the other hand, while in Advanced mode, you may reference any other field before the current one.

Multiple Conditions on a Single Rule

As mentioned in the first section, you can use AND/OR operators to build multi-conditional rules. To do so, you have to click on the “Add Condition” button while editing the field’s logic. Please, also note that conditions are added to the rules. So, you need to first add a logic rule, and then you’re able to extend the rule by adding more conditions to it.

Here’s another important note to keep in mind, when a field’s logic is considered to be Advanced (having cross-field logic or rules consisting of multiple conditions), it won’t be editable in the Basic mode in the sidebar, and you’ll have to view and edit the logic in the Advanced mode.

Don’t start from 0!

Creating multiple logics can be time-consuming. The best news is that you shouldn’t start from 0! Start from templates Formaloo provide to really use the power of Formaloo Logics and create creative apps and forms with it:

And… that’s All. Have fun adding logic to your awesome forms.

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