---
title: "Add tags using conditional logic in forms"
slug: "add-tags-using-conditional-logic-in-forms"
updated: 2026-10-15T00:41:02Z
published: 2026-10-15T00:41:02Z
canonical: "help.servicetitan.com/add-tags-using-conditional-logic-in-forms"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.servicetitan.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Add tags using conditional logic in forms

## Overview

Add tags using conditional logic in forms to drive different actions and workflows.

[Add tags using conditional logic in forms Video](https://fast.wistia.net/embed/iframe/15i4cqzz4x?web_component=true&seo=true&videoFoam=false)

---

### 

#### Who uses this feature

- Administrators, office employees
- Applies to all business types

#### Feature configuration

- Account configuration is required to use this feature. To update your account, please contact your success or implementation manager.

## Things to know

You can add relevant tags to Job, location, customer, or equipment records based on conditional logic in a form.

## Add tags

You can add a new form or edit an existing form to add tags using conditional logic.

1. Create a [conditional logic](/construction/docs/use-conditional-logic-in-forms-1) statement.
2. Click **Add Tags**. ![HVAC system conditions and tagging options for maintenance actions displayed on a form.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/add-tags-using-conditional-logic-in-forms-image-kqykzfdu.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A41%3A47Z&se=2026-10-31T01%3A41%3A47Z&sr=c&sp=r&sig=au64nFh5HJgiEH%2BWyk975UgSGQkXj%2Bx5lB9J1hoSN6Q%3D)
3. Select tags from the dropdown and where they should be applied. You can view added tags on the job, customer, location, or equipment.
4. When finished, click **Save and Publish**.
5. In the window that opens, click **Publish**.

## View added tags in ServiceTitan

To view added tags, fill out the form so that the conditional statements are met.

On the *Job* screen, go to the *History* section.

1. Click the **Files** tab.
2. Find the form and click **Create**. ![User clicks 'Create' on the HVAC Health Assessment Form in the history section.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/add-tags-using-conditional-logic-in-forms-image-z6n7dhts.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A41%3A47Z&se=2026-10-31T01%3A41%3A47Z&sr=c&sp=r&sig=au64nFh5HJgiEH%2BWyk975UgSGQkXj%2Bx5lB9J1hoSN6Q%3D)
3. On the form window that opens, fill out the form fields.
4. When finished, click **Save**. ![HVAC health assessment form with options for system age, airflow, and cooling performance.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/add-tags-using-conditional-logic-in-forms-image-tfhoa0pd.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A41%3A47Z&se=2026-10-31T01%3A41%3A47Z&sr=c&sp=r&sig=au64nFh5HJgiEH%2BWyk975UgSGQkXj%2Bx5lB9J1hoSN6Q%3D)

On the Location Record, you see the form tag.

![Location details for Tanya Wilson, including notes and equipment information.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/add-tags-using-conditional-logic-in-forms-image-grylo2vx.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A41%3A47Z&se=2026-10-31T01%3A41%3A47Z&sr=c&sp=r&sig=au64nFh5HJgiEH%2BWyk975UgSGQkXj%2Bx5lB9J1hoSN6Q%3D)

On the Customer Record, you see the form tag.

![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/add-tags-using-conditional-logic-in-forms-image-w99ftzwx.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A41%3A47Z&se=2026-10-31T01%3A41%3A47Z&sr=c&sp=r&sig=au64nFh5HJgiEH%2BWyk975UgSGQkXj%2Bx5lB9J1hoSN6Q%3D)

You can fill out the form in ServiceTitan Mobile by going to **Job > Forms**. If the conditional statements are met, the tags will be automatically added.

## Want to learn more?

- Visit ServiceTitan Academy and enroll in [Conditional Logic in Forms](https://servicetitan.docebosaas.com/academy/learn/courses/290/conditional-logic-in-forms).
- See [Use conditional logic in forms](/construction/docs/use-conditional-logic-in-forms-1)

The core work record in ServiceTitan representing a service request, containing appointments, invoices, estimates, and notes.

**What it does:** Acts as the operational and financial center of gravity for all work performed — everything is tied to a Job.

**Also called:** Work order, Service ticket

**Tags:** Core

[Learn more →](https://help.servicetitan.com/docs/servicetitan-glossary) · [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview)

A physical service address associated with a customer, containing all jobs, equipment, and history for that property.

**What it does:** Separates service history by property so businesses serving customers with multiple locations can track work at each site.

**Also called:** Service address, Property record

**Tags:** Core

[See the full glossary →](https://help.servicetitan.com/docs/glossary-overview)

The top-level account in ServiceTitan representing a property owner or account holder, containing all locations, jobs, and history.

**What it does:** Serves as the single source of truth for all customer interactions, history, and financial data.

**Also called:** Customer account, Client record

**Tags:** Core

[See the full glossary →](https://help.servicetitan.com/docs/glossary-overview)