Overview
AND/OR Visibility Logic lets you build smarter show/hide rules for your form questions. Instead of relying on a single answer to trigger a question, you can combine multiple conditions so questions only appear when they're truly relevant. It's a simple way to make your forms adapt to real-world complexity without overcomplicating the experience for the person filling it out.
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 Edit button on the question you want to configure
Click the eye icon (Visible) in the rules panel on the right side of the question
How to Set a Single Visibility Condition on a Question
Show a question only when a specific answer has been given to another question.
In the Form Builder, click the Edit button on the question you want to configure
Click the eye icon (Visible) in the rules panel on the right side of the question
The Visibility right pane opens 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 one
Under Answered with, choose Any response (this question appears as soon as the trigger question is answered with anything) or Specific response(s) (this question only appears for certain values)
If Specific response(s) is selected, use the Select option(s) dropdown to choose which answer(s) should trigger this question
Click Done to save
How to Add AND Logic (Multiple Conditions That Must All Be True)
Requires more than one condition to be met before the question appears.
Note: Every condition within a group must use When. If your first condition is set to Always, Never, or For and you try to add a second filter, you will get a validation error when saving. Make sure your first condition is set to When before adding additional filters.
Open the question's Visibility right pane
Set up your first condition using the When dropdown
Click Add filter within Group 1
A second condition row appears, connected by an and label
Configure the second condition — select a different question and response value
Add more filters as needed
The question will only appear when every condition in the group is true simultaneously
Click Done to save
How to Add OR Logic (Multiple Groups Where Any Can Be True)
Show the question if any one of several different condition sets is true.
Open the question's Visibility right pane
Set up Group 1 with a when condition - the Add Group button only appears when the first condition is set to when
Click the Add Group button at the bottom of the pane
A new group (Group 2) appears below, separated from Group 1 by an or label — this separator is placed automatically by the system and cannot be repositioned or removed while more than one group exists
Configure the conditions in Group 2
Repeat to add more groups if needed
The question appears when Group 1's conditions are met or Group 2's conditions are met
Click Done to save
How to Combine AND and OR Logic
Build complex multi-condition rules using both AND within groups and OR between groups.
Open the question's Visibility right pane
In Group 1, set up multiple conditions connected by and
Click Add Group to create Group 2
In Group 2, set up its own set of AND conditions
The question will appear when all conditions in Group 1 are true OR all conditions in Group 2 are true
Click Done to save
Note: Example: Show a "Follow-up Inspection Date" question when Equipment Type is "Conveyor" AND Priority is "High", OR when Status is "Failed Inspection".
How to Show a Question to Specific Employees or Roles
Restrict a question so it only appears for certain users.
Open the question's Visibility right pane
On the first condition row of Group 1, select For from the Condition dropdown
Two multi-select dropdowns appear: Show to employees and Show to employee roles
Select employees, roles, or both
The question will only appear when someone in the selected employees or roles is filling out the form
Click Done to save
Note: The For condition is only available on the first condition of the first group. If you add additional conditions to a group, only When is available for those rows.
How to Set a Question to Always or Never Show
Use Always or Never for questions that should be unconditionally visible or hidden. These are most useful when testing logic or temporarily hiding a question without deleting it.
Open the question's Visibility right pane
From the Condition dropdown, select Always or Never
Always
Never
Click Done to save
Note: Always and Never are only available when there is a single condition in a single group. They cannot be combined with other conditions.
Understanding Group Header Icons
Every group header displays up to two icon buttons on the right side. These appear in all multi-group scenarios and are the primary way to manage groups.
Copy icon — Duplicates the group, inserting an identical copy directly below it connected by an or separator. This is the same action described in the Duplicate a Condition Group section.
Trash icon — Deletes the entire group and all of its conditions. This action cannot be undone within the pane.
Note: The trash icon only appears when more than one group exists. When there is only one group, you cannot delete it — use the Clear button instead to remove all logic.
How to Duplicate a Condition Group
Reuse an existing group's conditions as a starting point for a new or group.
Open the question's Visibility right pane
Locate the group you want to copy
Click the duplicate icon on the right side of the group header
A copy of the group appears below, connected by or
Edit the duplicated group's conditions as needed
Click Done to save
How to Remove Visibility Logic
Open the question's Visibility right pane
To remove an entire group, click the delete icon on the group header
To remove all rules at once, click the Clear button
All visibility conditions are removed and the section returns to always visible
Understanding AND / OR Logic
The visibility condition builder uses a two-level structure:
Conditions within a group are connected by AND — every condition in the group must be satisfied
Groups are connected by OR — only one group needs to be fully satisfied
This means visibility is evaluated as: (Condition 1 AND Condition 2) OR (Condition 3)
Note: Example: Group 1: Asset Type = "Pump" AND Location = "Plant A" OR Group 2: Priority = "Critical" Result: The question appears for Pumps at Plant A, or for any Critical priority work regardless of asset or location.
Supported Question Types as Condition Targets
Most question types can be used as the basis for a When condition. The following types are not available as condition targets:
Information — display-only, no user input
Photo — file capture, no selectable answer
Signature — capture-only, no selectable answer
All other types — Text, Number, Select, Radio Button, Select Button, Dropdown, Checkbox, and more — can be used as the question a condition is based on.
Best Practices
Plan Your Logic Before Building: Sketch out the conditions, especially for complex AND/OR combinations, so you know how many groups and filters you need.
Use AND for Narrowing: When a question should only appear in a very specific scenario, chain conditions with Add filter to require multiple criteria simultaneously.
Use OR for Alternatives: When the same question is relevant across multiple different scenarios, use Add Group to cover each case.
Keep Groups Focused: Each group should represent one distinct scenario. If a group has more than three or four conditions, consider whether the form logic can be simplified.
Test With Real Responses: After configuring logic, preview the form and fill it in with the exact answers that should trigger each condition to confirm visibility behaves as expected.
Troubleshooting
Issue: The eye icon doesn't appear on a question
Solution: The rules panel only appears after clicking the Edit button on the question.
Verify you're in Form Builder edit mode, not preview mode
Click the Edit button on the question — the rules panel only appears after clicking Edit
If the toolbar appears but the eye icon isn't visible, scroll horizontally — the toolbar may have more icons than visible at once
Issue: A question I want to use as a condition is not in the dropdown
Solution: Information, Photo, and Signature questions cannot be used as condition targets.
Information, Photo, and Signature questions are excluded — they cannot be used as condition targets
The question must exist on the same form template
Check that the question is not inside the same section with restricted visibility
Summary
AND/OR Visibility Logic gives you precise control over when questions appear on your forms. Combine multiple conditions to build simple rules or more complex logic — all from the same visibility settings — so each person only sees what's relevant to their situation.