AND/OR conditions.
Question-level logic
Question logic controls the visibility of an individual question based on how the client answered a prior question.Open the question editor
In your workflow builder, navigate to the question you want to make conditional. Click the Edit Logic button on that question.
Add a condition
In the logic panel, choose whether the question should be shown or hidden when the condition is met. Then select the variable (from a prior question) and the answer value you want to trigger that behavior.
Add multi-condition logic (optional)
Click Add Conditions to add another rule. You can chain multiple conditions using AND (all conditions must be true) or OR (any condition must be true) to handle more complex scenarios.
Example scenarios
Show a spouse-related question only if the client is married
Show a spouse-related question only if the client is married
Hide an explanation question after a qualifying answer
Hide an explanation question after a qualifying answer
Set the condition on a follow-up explanation field to Hide if
HasPriorConviction equals False. Only clients who answered “Yes” to the prior conviction question will see the explanation prompt.Show a question based on multiple conditions
Show a question based on multiple conditions
Use AND logic: show the “Trust Beneficiary Name” question only if
DocumentType equals "Trust" AND ClientHasBeneficiaries is True. Both conditions must be satisfied for the question to appear.Page-level logic
Page logic works the same way as question logic, but controls the visibility of an entire questionnaire page. If the conditions are not met, the client skips the page completely — none of the questions on that page are asked, and their variables remain blank.Open the logic panel
Click the Logic icon on the page (it looks like a logic tree or branching diagram).
Add conditions
Choose Show if or Hide if, then select the variable and answer value. Add additional conditions with Add Conditions using AND or OR as needed.
Page-level logic is especially useful when you have several questions that all depend on the same prior answer. Rather than adding logic to each question individually, you can group them on a single page and apply one condition to the whole page.
Using prior answers inside questions
In addition to show/hide logic, you can reference a prior answer directly inside the text of a later question. This is useful for personalizing question wording or confirming what the client previously entered. Use the${VariableName} syntax anywhere in a question’s label, helper text, or answer choices:
SpouseName, you can offer it as a choice later:
SpouseName, Choice A will display as “Richard” in the questionnaire.
Showing conditional text inside a question
You can display different text within a question’s instruction block based on a prior answer. Use this pattern in an Instruction block:Tips for building reliable logic
You can combine question logic and page logic in the same workflow. A common pattern is to use page logic to route clients into a specialized section, then use question logic within that section to fine-tune which fields appear.
