Create a simple logic for customers to follow when completing your forms. Specify conditions for certain fields / elements to be shown, hidden, enabled or disabled in your forms on the basis of customer answers. Set up simple or advanced conditions depending on your needs. To get started, refer to the instructions below.
Let’s see how this works using an example case:
You need to ask customers whether they’d like to receive your discount notifications and personal offers when they’ve entered their emails and/or phone numbers.
Imagine your form has these three fields:
Email (Text field)
Phone (Number/Text field)
Discount notifications (A Yes/No dropdown or a checkbox)
Proceed to Conditions, then select Add new condition.
Here is how we can apply different conditions to these specific fields.
Options: Show + Is not empty (The Standard Case)
The Goal: You don't want to spam the customer with questions right away. You only want to offer them discount notifications once they've actually started providing contact info.
Action: Show → Field: Discount notifications → IF: Email → STATE: Is not empty.
How it works: The "Discount notifications" field is completely hidden when the form opens. The moment the customer types even a single letter into the "Email" field, the discount question pops up on the screen.
Options: Show + Advanced Logic (Or)
The Goal: Same as above, but you are okay with offering discounts if they provide either their email or their phone number.
Action: Show → Field: Discount Notifications → IF: Email → STATE: Is not empty.
OPERATOR: Or → IF: Phone → STATE: Is not empty.
How it works: The discount question stays hidden. If the customer skips the Email field but fills in their Phone number, the discount question will still appear.
Options: Make required + Equals to
The Goal: Let's reverse the logic. Suppose the "Discount notifications" field is always visible. If a customer excitedly clicks "Yes" to get personal offers, you must have their email to send those offers.
Action: Make required → Field: Email → IF: Discount notifications → STATE: Equals to → VALUE: Yes.
How it works: The "Email" field is optional at first. But if the customer selects "Yes" for discount notifications, a red asterisk appears next to the Email field. They will not be able to submit the form until they provide their email address.
Options: Disable + Does not contain
The Goal: You want the customer to see that you offer discounts (to encourage them), but you want to physically block them from checking the box until they enter a valid email format.
Action: Disable → Field: Discount notifications → IF: Email → STATE: Does not contain → VALUE: @
How it works: The "Discount notifications" checkbox is visible on the screen, but it is grayed out and unclickable. Once the customer types an "@" symbol into the email field (making it look like a real email address), the checkbox unlocks and they can click it.
Options: Hide + Contains
The Goal: You want to offer discounts to regular customers, but you don't want this option showing up for your own company staff when they fill out forms.
Action: Hide → Field: Discount notifications → IF: Email → STATE: Contains → VALUE:@mycompany.com
How it works: A regular customer types "[email protected]" and sees the discount question. But if your employee types "[email protected]", the system spots your company's domain and instantly hides the discount question so they can't claim it.
Note: Be careful when setting up pre-fill bots for the Email, Date, Currency and Number fields. The data format in the fields of your selected datasource (spreadsheets or other document types inside AltaFlow) should correspond to the data format in your form fields. Otherwise, bots will fail. These rules are also relevant to Table columns with the same field types.