Overview
Form Logic for Sections lets you show or hide entire groups of questions based on how someone answers earlier in the form. Instead of managing each question individually, you set one condition on the whole section — and it appears only when it's relevant. It's a simple way to keep forms clean and make sure people only see what applies to them.
Accessing the Feature
From the left navigation, click Forms
Click Form Templates
Click the name of a form template to open it in the Form Builder
Click the Visibility button (eye icon) in the top-right corner of the section header you want to configure
Note: The Condition dropdown inside the visibility pane has four options: When (show based on an answer), Always (always show), Never (always hide), and For (show to specific employees or roles). Each is covered in its own section below.
How to Set Visibility Logic on a Section
Control when a section appears by basing it on an answer to a question elsewhere in the form.
In the Form Builder, click the Visibility button (eye icon) in the top-right corner of the section
The Visibility right pane will open on the right side of the screen
From the Condition dropdown, select When
From the Question dropdown, select the question whose answer should trigger this section
Under Answered with, choose Any response (the section shows whenever the question is answered at all) or Specific response(s) (the section shows only for certain values)
If Specific response(s) is selected, use the Select option(s) dropdown to choose which answer(s) should trigger the section
Click Done to save
Note: The question you choose as your condition must be located outside of the section you are configuring. Questions that live inside the section will not appear in the dropdown.
How to Use AND Logic Within a Section's Visibility
Require multiple conditions to all be true before the section appears.
Open the section's Visibility right pane
Set up your first condition using the When dropdown and question/value selectors
Click Add filter within the group
A second condition row appears connected by an and label
Configure the second condition the same way
All conditions in the group must be true for the section to display
Click Done to save
How to Use OR Logic Within a Section's Visibility
Show the section if any one of multiple conditions is true.
Open the section's Visibility right pane
Set up your first condition group
Click the Add Group button at the bottom of the pane
A new group labeled Group 2 appears, separated from Group 1 by an or label
Configure the conditions in the new group
The section will appear if Group 1's conditions are met or Group 2's conditions are met
Click Done to save
How to Set a Section to Always or Never Show
Use Always and Never when you need unconditional display behavior.
Open the section's Visibility right pane
From the Condition dropdown, select Always or Never
Always: The section will always be visible regardless of other answers
Never: The section will never be visible (effectively hides the section)
Click Done to save
How to Show a Section to Specific Employees or Roles
Limit section visibility to certain users instead of basing it on a question answer.
Open the section's Visibility right pane
From the Condition dropdown, select For
Two multi-select dropdowns appear: Show to employees and Show to employee roles
Select from one or both dropdowns — you do not need to fill in both, but at least one selection is needed for the condition to have any effect
The section will only appear for the selected employees or anyone in the selected roles
Click Done to save
How to Remove Visibility Logic from a Section
Open the section's Visibility right pane
Click the Clear button
All visibility conditions are removed and the section returns to always visible
Click Done to confirm
Understanding How AND / OR Logic Works
Visibility conditions support nested logic for precise control:
Conditions within a group are connected by AND — all must be true
Groups are connected by OR — only one group needs to be true
This means the logic evaluates as: (Condition 1 AND Condition 2) OR (Condition 3 AND Condition 4)
Note: Example: Show a "Hazardous Materials" section when the asset type is "Chemical" AND the site is "Warehouse", OR when the priority is "Critical".
Best Practices
Group Related Questions Together: Sections are most valuable when several follow-up questions all belong together — set the visibility once on the section rather than on each question individually.
Use Questions Outside the Section as Triggers: Only questions outside the section can be used as conditions. If you need to trigger on a question inside the section, move that question above the section.
Test Your Logic Before Publishing: Submit the form in preview mode using different answers to verify each condition behaves as expected.
Keep Conditions Simple: Start with a single When condition and add AND/OR groups only when necessary. Overly complex logic is harder to maintain.
Label Sections Clearly: If a section only appears conditionally, name it so users understand its purpose when it does appear (e.g., "Additional Details — Chemical Hazards").
Troubleshooting
Issue: The Visibility button is not visible on a section
Solution: Make sure you're in the Form Builder edit view, not preview mode.
Make sure you're in the Form Builder edit view, not preview mode
The Visibility button is always visible in the top-right corner of each section header — if you don't see it, verify you are looking at the section header row, not a question inside the section
Issue: A question I want to use as a condition doesn't appear in the dropdown
Solution: The question must be outside the section you're configuring, and certain question types cannot be used as conditions.
The question must be outside the section you're configuring — questions inside the same section are excluded
Verify the question type is not an Information, Photo, or Signature field — these cannot be used as visibility conditions
Confirm the question exists on the form (not on a different template)
Summary
Form Logic for Sections lets you control exactly when a section appears using the same AND/OR conditions you already use for individual questions. Set the rule once on the section, and every question inside shows or hides together — so people only see what's relevant to them.