topic Re: Beta form logic in Lead Capture Tools

Beta form logic

TRozman — Mon, 15 Jul 2024 09:47:11 GMT

I love the new form creator with multiple pages. HOWEVER - I can't find the logic which was an important part of old one. Any ideas for workarounds or maybe just where to find it.

Re: Beta form logic

colinwitt — Mon, 15 Jul 2024 10:56:09 GMT

Hi @TRozman,
I've stumbled across this as well. I assume that the logic functionality just isn't part of the beta yet.

Hopefully, it will be added soon as it's a crucial feature and makes even more sense in combination with multiple pages.

Re: Beta form logic

Mattheus — Thu, 18 Jul 2024 08:38:28 GMT

I also hope that it will allow you to use personalisation tokens form earlier answers. Would be great to make follow up questions like "Great Mattheus. Now what kind of challenge is the most common for Webs?"

Re: Beta form logic

TRozman — Thu, 18 Jul 2024 08:51:56 GMT

Also is it just me or does a screen start jumping around when putting together a longer multiple page form?
Yesterday I drove me mad as it was just glitching all the time. 🙈

Re: Beta form logic

cbrofman — Sun, 28 Jul 2024 15:03:49 GMT

Agree with the other posters that without the logic and personalization tokens, the current multi-step forms will not be usable for many (if not most) users. I'm hoping that this functionality will be added to the Beta and eventually the full release. I'd also like to have the option to be able to see incomplete submissions that dropped off before the final Submit button. There are only a few other 3rd party tools that have this capability.

Re: Beta form logic

Em111 — Wed, 31 Jul 2024 23:47:41 GMT

Agree, was also just looking for the logic in the new form builder (and not just for properties either). We have a form that I need to create and I don't need any of this info to go into any object properties, but I do want to be able to have the first question as a multi-select, and then all the follow-up questions display based on which options were selected. These questions are quite specific as we need to know the answers in order to provide the client/lead with further info so definitely need the logic in there.

Re: Beta form logic

Em111 — Thu, 01 Aug 2024 00:08:37 GMT

Darn just saw questions have to be stored against a property in order to save. That's also a bit annoying. Would be good if you could ask questions without it having to connect to a property.

Re: Beta form logic

SBailey7 — Mon, 12 Aug 2024 21:57:40 GMT

same

Re: Beta form logic

Pierre_T — Tue, 13 Aug 2024 00:31:56 GMT

I'm also looking for the logic functionality to be implemented in the beta build. Truthfully, I'm hoping they are adding the ability to use second (and third) logic functionality to build smarter forms.

Re: Beta form logic

DGuldbrandsen — Mon, 09 Sep 2024 13:47:33 GMT

I have the "Add logic" feature, but it's locked. When I try to add a new logic rule, I'm redirected to a page that prompts me to update my account. Even though I'm already a Super Admin in an Enterprise solution! The same happens when I try to add a new step... So, even if I'm a beta tester, I can't access the features that I'm testing...

Re: Beta form logic

colinwitt — Tue, 17 Sep 2024 07:28:21 GMT

Hey all,

I just noticed that logics to show/hide fields and skip steps are now available. Overall it looks like some work has been done - great to see!

Re: Beta form logic

Pierre_T — Tue, 17 Sep 2024 14:36:03 GMT

I have been finding that there are gaps in the use of these fuctions because required fields are only being checked on the "Submit" action rather than the "Next" action at each Step.

This results in the ablity to bypass logic that are connnected to required fields if they can skip them in the step.

Anyone else finding this to be a gap in functionality?