Logic can be easy with its simple question – yes or no. If the user selects ‘yes’ then result ‘x’, or else produce result ‘y’. But as you start to add more and more conditions, it can easily become like a game of chess where you have to anticipate several moves ahead within several different scenarios and different outcomes.
I had a client request to create a new finance application form that would only show the next steps of the form as they completed the current input field. Luckily I’m using the Gravity Forms application that has conditional logic baked in.
First condition: determine the user’s credit score and save that answer to determine if we’re sending this form to the regular finance department or a low-credit finance department. The logic will allow the “next page” to be available once this input is selected. Moving to the next page will remove all of these input fields and only show the next question.
Second condition: this group has 17 locations across the state and they want to narrow this down to which city is preferred. We have 9 cities to choose from, and one widget for each city that will show if the user selects that city.
Third condition: after choosing the city, which location of that city is preferred. When this input is selected, then the final page (the actual finance application form) will show up. We need to add a condition on each selection.
Form Routing: Remember the first selection on the credit score? We will use that variable with the form routing to determine which department to send to. The application form is sent to one email address if they chose Great or Ok credit and a different email address if chose Bad credit.
Tools: XML.
