Conditional Logic

Conditional Logic

Conditional logic allows you to dynamically show or hide fields based on the values a submitter enters in other fields. This keeps forms concise — submitters only see fields that apply to their situation, improving completion rates and data quality.

How Conditional Logic Works

Each field can have one or more conditions attached. When all conditions are met (AND logic), the target field becomes visible. When any condition is not met, the field is hidden. Conditions are evaluated in real time as the submitter fills in the form, so fields appear and disappear instantly.

Available Operators

NexusRMS supports 15 comparison operators for building conditions:

Operator	Description	Example
equals	Value matches exactly.	Country equals "United Kingdom"
not_equals	Value does not match.	Type not_equals "Individual"
greater_than	Above the threshold.	Budget greater_than 5000
less_than	Below the threshold.	Guests less_than 50
greater_than_or_equal	At or above the threshold.	Duration greater_than_or_equal 3
less_than_or_equal	At or below the threshold.	Quantity less_than_or_equal 10
in	Value is one of several options.	Type in ["Wedding", "Corporate"]
not_in	Value is not any of the options.	Region not_in ["Scotland", "Wales"]
contains	Text includes the substring.	Notes contains "urgent"
not_contains	Text excludes the substring.	Name not_contains "Test"
starts_with	Text begins with the characters.	Postcode starts_with "SW"
ends_with	Text ends with the characters.	Email ends_with ".gov.uk"
matches_regex	Value matches a regex pattern.	Ref matches_regex "^REF-[0-9]{4}$"
is_empty	Field has no value.	Middle name is_empty
is_not_empty	Field has a value.	Company name is_not_empty

AND Logic

When multiple conditions are applied to a single field, all must pass for the field to be shown. For example, delivery method equals "Delivery" AND region equals "London" — both must be true for the address fields to appear.

Setting Up a Condition

1. Click the field you want to conditionally show or hide.
2. Open the Conditions tab in the configuration panel.
3. Click Add Condition.
4. Select the source field whose value will be evaluated.
5. Choose an operator from the list above.
6. Enter the comparison value (if applicable).
7. Repeat to add further conditions. All use AND logic.
8. Save the form to apply the rules.

Practical Use Cases

• Delivery address — show address fields only when "Delivery" is selected.
• Company details — show company name and VAT number when type is "Business".
• Certification upload — show file upload when "Yes" is selected for certifications.
• Budget breakdown — show detail fields when total exceeds a threshold.
• Dietary requirements — show text field when "Other" is selected.

Where Conditional Logic Applies

Conditional logic extends beyond field visibility:

• Form fields — show or hide fields based on other field values.
• Webhooks — trigger only when specific conditions are met.
• Record mappings — auto-create records only when conditions are satisfied.

Dynamic Field Visibility

As submitters complete the form, conditional fields appear and disappear in real time without any page reload. This creates a streamlined experience where the form adapts to each individual's responses, reducing visual clutter and guiding submitters through only the questions that are relevant to them.

Tips for Effective Conditional Logic

• Always test in preview mode before publishing.
• Keep conditions simple — one or two per field is ideal.
• Avoid circular dependencies where field A depends on field B and vice versa.
• Use is_empty and is_not_empty for optional gating fields.
• Hidden fields are not validated — a required hidden field will not block submission.