How to grey out or skip to bottom of form if a certain answer is selected on the form?

DanielleA

I am creating an intake form and would like for it to grey out or closeout if someone selects a specific answer on the form. Is this possible? I have used logic and it does not show or at least I do not see an option to grey out the form to prevent the person from completing the form. Also, when I setup logic to skip to the last question it does not take me to the last question either. I would like for the form to either grey out, close or take me to the last question (the last question is marked as non-required).

Andrée Starå

Hi @DanielleA

I hope you're well and safe!

Have you explored using the Form Logic feature?

https://help.smartsheet.com/articles/2481701-use-conditional-logic-to-streamline-form-submissions

Would that work/help?

I hope that helps!

Be safe and have a fantastic week!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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DanielleA

Hi,

@Andrée Starå Thank you! I hope you are well and safe as well. I should have mentioned that part. I used logic to see if it would offer the option but I did not see that option. I also tried to use logic to skip to the last answer and it did not do anything. It did not even skip to the last question which is odd being that the logic worked properly on my other intake questions within the form.

Jeff Reisman

Forms now have conditional logic that can be used. You can use this logic to reveal additional fields based on the user's responses.

In your form setup, click on the field you want logic for. On the right hand side of the screen, click Logic, and Add Logic. You can stack logic rules so that users see additional fields based on some choices, or see no additional fields based on other choices. For example:

When Field1 is "A", show Field2, Field3, and Field6.

When Field1 is "B", show Field4 and Field5.

When Field1 is "C", show no additional fields.

DanielleA

@Jeff Reisman I do not see the "no additional fields" option. Am I missing something?

Andrée Starå

@DanielleA

Glad to hear you're well, and I am too!

Happy to help!

It can be a little tricky to get it the way you need.

I'd be happy to take a quick look.

Can you describe your process in more detail and maybe share the sheet(s)/copies of the sheet(s) or some screenshots? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to help. (share too, andree@workbold.com)

DanielleA

@Andrée Starå I just sent you an email.

Jeff Reisman

https://community.smartsheet.com/discussion/comment/315564#Comment_315564

No, you're right, you do have to select at least one field to show. So you have to go the opposite direction with the logic:

In my test, I set a rule that said if Field1 IS NOT "X", then show Field2, Field3, and Field4. Then I set the default value for Field1 to "X", so Fields 2, 3, and 4 are not present. If the user chooses another value for Field1, the other fields appear. If the user changes Field1 back to "X", the other fields disappear again.