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Static forms ask every question. Smart forms only ask what matters. Flex Forms logic is always the same sentence: When something is true about an answer → Then do something. This guide is the instructional hub. Deep reference pages sit under Features → Studio → Logic.

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Start here (read once)

  1. How logic works — Branch, Rules, Map, Simulator, blanks, path validation, cascade scrub
  2. Operators (When) — full field-type matrix + every operator page
  3. Actions (Then) — show/hide/require/jump/calculate/hide submit
Then pick a surface:
Canvas If / Else cards are deprecated and removed from the catalog. Prefer Branch or Rules. See If / Else (deprecated).

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Golden rules (memorize these)

  1. Blank fails closed — unanswered fields do not match equals / not equals / most comparisons. Use Is empty.
  2. Hide clears answers — never hide a field to “keep” a secret value for submit.
  3. Later matching rule wins — Rules evaluation order.
  4. Tokens are block ids — use the {x} inserter in Calculate / Calculated.
  5. Conflicts & flow health are release blockers — clear chips and critical Map issues before publish.
  6. Deletes scrub logic — removing a field/page/option cleans references automatically.

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End-to-end recipe A — Other → specify

1

Add fields

Multiple choice with an Other option + Short text “Please specify”.
2

Branch on the choice

Follow Branch: Other → Show follow-up specify. Optionally Require in Rules.
3

Preview

Confirm specify appears only for Other and blocks Submit when required and empty.

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End-to-end recipe B — Eligibility + hide Submit

1

Ask budget

Number field “Monthly budget”.
2

Open Rules

Top bar → Logic → Rules → Add rule.
3

Gate Submit

When Budget less than 1000 → Hide submit + Show a message block.
4

Preview

Low budget removes Submit. Raising budget restores it.

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End-to-end recipe C — Quiz score + jump

1

Build questions

Multiple pages of scored choices (see Quiz recipe). Mark terminal pages.
2

Add Calculated

Sum point fields with {q1}+{q2}+… (Calculated fields).
3

Branch on Rules

When Score greater than or equal 80 → Jump to Winner; else Jump to Standard (two rules or Branch Otherwise carefully).
4

Verify on Map + Simulator

Confirm edges and dry-run paths. Optional: Behavior → Auto-Jump for instant advances on choice.

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End-to-end recipe D — Live pricing

1

Collect variables

Seats (number), priority support (yes/no), setup fee (number).
2

Calculated total

Number formula e.g. ({seats} * {seat_price}) + {setup} and optional priority uplift via a second Calculate rule.
3

Show the scoreboard

Keep the Calculated block visible on the quote page.

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Operator & action cheat sheet

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When (operators)

Equality, comparisons, contains/starts/ends, choice sets (in, eq_set, is_every_of), empty/not empty, between, regex, relative dates, Always — each has its own page from the operators index.

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Then (actions)

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Publish checklist

  1. Preview every branch path (match, non-match, Otherwise).
  2. Clear Rules conflict chips.
  3. Clear flow health criticals (Map).
  4. Confirm blank paths (Is empty) do what you intend.
  5. Confirm Calculate blanks when inputs are empty.
  6. Confirm hidden required fields never block Submit on the visited path.
  7. Run Simulator on key answer sets.
  8. Publish and retest on the live fill URL.
Last modified on September 7, 2026