--- title: "Use conditional logic in forms" slug: "use-conditional-logic-in-forms-1" updated: 2026-10-15T00:41:10Z published: 2026-10-15T00:41:10Z canonical: "help.servicetitan.com/use-conditional-logic-in-forms-1" --- > ## 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. # Use conditional logic in forms ## Overview Use conditional logic in forms to create forms that respond when technicians fill them out. For example, if a technician responds to a question indicating there is no AC unit present, then all questions about air conditioning will be hidden. You can also use conditional logic in forms to automatically apply tags, enabling you to drive a variety of actions and workflows. [Use conditional logic in forms Video](https://fast.wistia.net/embed/iframe/f4nnj2ob6e?web_component=true&seo=true&videoFoam=false) --- ### #### Who uses this feature - Administrators and 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 - Conditional logic is only compatible with standard ServiceTitan forms. Uploaded PDF forms are not supported. - You can control which fields or sections are shown when your form first opens. - If required fields become hidden, those fields are no longer required. - You can add relevant tags to Job, location, customer, or equipment records based on conditional logic in a form. - When a form is exported or duplicated, the conditional logic goes with it. - In the Mobile App, when you open a form, there is an indicator on any form with conditional logic. - You can test your forms in preview mode. ## Benefits By using conditional logic in your forms, you can: - Improve admin efficiency - Configure fewer forms and save time - Receive complete and accurate information from the field - Improve operational efficiency - Technicians fill out the correct forms - Technicians save time by answering only relevant questions - Reduce manual work through automatic tagging ## Understand conditional logic in forms Please review this section so you fully understand conditional logic before you use the feature. Conditional logic uses if-then rules to show or hide sections on a form based on how you respond to a question. That means *if* you respond a certain way and meet a condition, *then* a rule is applied. **Initial Display**: This is where you set up how your form will look when it’s first opened. Using the dropdown, you select the fields and sections that you want displayed. You can start with everything displayed and then hide parts of the form as questions are answered, or you can start with most of the form hidden and show sections or fields as they become necessary. **Rule**: The rule is the conditions that need to be met and the action triggered if those conditions are met. The rule section has subsections for *IF*, *WHEN* and *THEN*. - **IF**: In the *IF* section you set up the conditions that will trigger the action. You can add more than one condition. Choose the *Field* from your form that will trigger the action, the *Condition* that needs to be met, and the *Value*. For example, if you want to hide questions about chimney inspections if there is no fireplace then you would choose the *Field* that asks if there is a fireplace, set the *Condition* to *Is Equal To* and the *Value* to *No*. The **Value** field is not used in all scenarios. - **When**: In the *When* section you decide if the action is triggered only when *All* of the conditions are met or when *Any* of the conditions are met. - **Then**: The *THEN* section is where you tell your form what to do if conditions are met, specifically whether to hide or show a section or field. For example, if there is a fireplace in a home then show questions about chimney inspections. You can add more than one action here. In future releases, we will expand the list of actions supported to include actions such as adding a tag to a job or adding a task for an office user using task management. ## Create a form with conditional logic You can add a new form or edit an existing form to add conditional logic. 1. [Add a form](/construction/docs/create-a-form-in-servicetitan-1) or click **Edit** on a form that has already been created. 2. Click **Add Conditional Logic** on the edit form screen. ![Editing the HVAC Health Assessment form with options for publishing and conditional logic.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/use-conditional-logic-in-forms-image-n33i6ifk.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A41%3A46Z&se=2026-10-31T01%3A41%3A46Z&sr=c&sp=r&sig=o3LB1FajCCW4D4ntS8YVydv9KLSi2DrIjOSE8ZlZqYI%3D) 3. Click the dropdown next to **Only Show** and select the sections or fields you want to show when the form is first opened. You can use **All** or **None** at the bottom of the dropdown to select or deselect all options. 4. Click **Add Rule**. 5. Click the **Field** dropdown and select a field from your form to base the rule on. 6. Click the **Condition** dropdown and select a condition: 1. **Is Equal To**: If what is entered into the selected field is equal to the selected value, the condition is met. 2. **Is Not Equal To**: If what is entered into the selected field is not equal to, or is anything other than, the selected value, the condition is met. 3. **Is Greater Than**: For use with numbers. If the response is greater than the value selected, the condition is met. 4. **Is Greater Than Or Equal To**: For use with numbers. If the response is greater than or equal to the value selected, the condition is met. 5. **Is Less Than**: For use with numbers. If the response is less than the value selected, the condition is met. 6. **Is Less Than Or Equal To**: For use with numbers. If the response is less than or equal to the value selected, the condition is met. 7. **Is Filled**: If the selected field has anything entered in it, the condition is met. 8. **Is Empty**: If the selected field is left empty, the condition is met. 7. Click the **Value** dropdown and select a value if your condition is based on a value. 8. If you want more conditions, click **Add Condition**. 9. Next to **When**, select if **All** or **Any** of the conditions need to be met for the rule to apply. 10. The *Show or Hide Questions* option is default selected: 1. If you select **Show** or **Hide Questions,** then use the **dropdown** to select a section or field that will be shown or hidden if the condition is met. 2. If you select **Add Tags**, then select tags from the dropdown and where they should be applied. You can view added tags on job, customer, location, or equipment. For more, see [Add tags using conditional logic in forms](/construction/docs/add-tags-using-conditional-logic-in-forms). 11. If you want any more actions to be a part of this rule, click **Add Action**. 12. If you want to add more rules to the form, click **Add Rule**. 13. Click **Preview** to test your form. 14. Click **Save Draft** if you want to save your work and come back later. If you are done with your edits, click **Save & Publish**. To undo your changes, click **Delete Draft**. ![Viewing how to work with conditional logic rules](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/image6.gif?sv=2026-02-06&spr=https&st=2026-10-31T00%3A41%3A46Z&se=2026-10-31T01%3A41%3A46Z&sr=c&sp=r&sig=o3LB1FajCCW4D4ntS8YVydv9KLSi2DrIjOSE8ZlZqYI%3D) ## Edit conditional logic 1. Go to the top toolbar and click **Settings** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-gnav-settings-inactive.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A41%3A46Z&se=2026-10-31T01%3A41%3A46Z&sr=c&sp=r&sig=o3LB1FajCCW4D4ntS8YVydv9KLSi2DrIjOSE8ZlZqYI%3D). 2. In the side panel, click **Operations >** **Forms**. 3. Next to the form you want to edit, click the **Actions** dropdown and select **Edit**. 4. Click **Add Conditional Logic**. 5. Click **anywhere on the rule card** to enter *Draft* mode. 1. Click the **Only Show** dropdown to edit what is initially displayed on your form. 2. Click the **trash** to delete a rule. 3. If there is more than one *Then* statement under **Show or Hide Questions** or **Add Tags**, click close **X** to remove a *Then* statement. 4. Click **+ Add Action** to add a new *Then* statement. 5. For **Show or Hide Questions**, you can add a maximum of two *Then* statements under one rule - one each for *Show* and *Hide*. 6. Click **Add Rule** to add a new rule. > [!TIP] > **Tip**: To view your published version while editing, click **Published** on the left sidebar. 7. Click **Save Draft** if you want to save your work and come back later. If you are done with your edits, click **Publish**. To undo your changes, click **Delete Draft**. ## FAQ --- ### #### Why doesn't conditional logic copy when duplicating form questions? Conditional logic is tied to unique question IDs, so it doesn't carry over when duplicating. The solution is to pre-create the form in ST Settings with multiple copies of the question block, so each one loads with its own logic. For more on Conditional logic, see [Use conditional logic in forms](/construction/docs/use-conditional-logic-in-forms-1). ## 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 [Forms](/construction/docs/forms-home) 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) ServiceTitan's iOS and Android app for technicians to manage their schedule, job details, invoices, photos, and payments in the field. **What it does:** Keeps technicians connected to the office in real time — eliminating paper, reducing back-office data entry, and enabling on-site payments. **Also called:** Field app, Tech app **Tags:** Core [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview)