Every block in a form is shown to everyone by default. Now you can add show-if rules to a question, so later blocks appear only for certain answers. Pick "Enterprise" and an Enterprise setup page appears. Pick "Other" and a box appears asking what "Other" means. Everyone else sees a shorter form, without questions that don't apply to them.
Who can use this
Anyone who can edit a workspace form can add, change and remove its show-if rules.
Rules can be added to these question types: Single Select, Multi Select, Yes/No, Short Text, Long Text, Email, URL, Phone, Number and Date.
A rule can show any block that comes after its question, including statements, file uploads and page breaks.
Add a show-if rule
Open the form in the form builder.
On the question whose answer decides what's shown, click the Show-if Rules (eye) icon in the block's toolbar.
Click Add rule. The new rule opens ready to edit.
Under When the answer, pick a comparison, such as is, is any of or contains, and then the answer to compare against.
Under Show, pick one or more blocks to show when the answer matches.
Click Done to collapse the rule into a one-line summary.
Save the form.
To change a rule later, click its Edit (pencil) icon. To delete it, click the trash icon in its header.
Choose a comparison
The comparisons on offer depend on the question type:
Question type | Comparisons |
Single Select, Multi Select | is, is not, is any of, is none of, is blank, is not blank |
Short Text, Long Text, Email, URL, Phone | contains, does not contain, is blank, is not blank |
Number | is, is not, is less than, is greater than, is between, is blank, is not blank |
Date | is, is not, is before, is after, is between, is blank, is not blank |
Yes/No | is |
is between includes both ends: a Number rule "is between 20 and 200" matches 20 and 200 too.
Tip: to ask a follow-up when someone picks "Other", add a Short Text question after the select, then add a rule on the select: is any of "Other", showing that question. "Other" can sit anywhere in the option list.
Show or hide a whole page
Pick a page break under Show, and the page after it appears only when the rule matches. Everything on that page is hidden until it does.
Use more than one rule
A question can have as many rules as you need, each showing different blocks.
When several rules show the same block, it appears when any of them matches. For example, show an Enterprise page when the plan is Enterprise or when the team has more than 50 people.
Rules can chain. A question that is itself shown by a rule can have rules of its own, and its blocks appear only when both answers match.
See rules in the builder
Blocks with rules carry a badge, so you can see the form's logic at a glance:
Has logic marks a question that has show-if rules. Hover over it to highlight the blocks it shows, or click it to open its rules.
Shown when… marks a block that a rule shows. Hover over it to see the rule in words and to highlight the question it depends on.
What people filling in the form see
Hidden blocks don't appear. They show up as soon as an answer matches a rule, and disappear again if the answer changes.
A required question is only required while it's shown.
Answers to questions that end up hidden aren't saved with the submission.
A page with nothing to show is skipped.
The question count on a form only counts the questions that are shown.
Use Preview to try your rules before you send the form out.
Good to know
A rule can only show blocks that come after its question. If you drag a block to a spot that breaks a rule, Baton asks before moving it, and Move and Remove Rules removes the parts that no longer fit.
Deleting a block removes the rules on it, and removes it from any rule that showed it.
Deleting an option from a select removes it from any rule that compared against it. A rule left with no options is removed.
Copying a block copies the question but not its rules.
Questions mapped to a custom field can have rules too. Their options come from the custom field.
