Understanding Conditional Logic Setup

Conditional logic is a powerful way to make your Dubsado forms more dynamic and user-friendly. With it, you can show or hide parts of a form based on what your client selects, creating a smoother and more customized experience.

What You Can Do With Conditional Logic

• Display custom content when a client chooses a specific package.
• Offer different add-ons or next steps based on what they select.
• Simplify complex forms by only showing what’s relevant to the user.

Where You Can Use It

• Proposals: Works beautifully with package select buttons, package checkboxes, and package quantity boxes.
• Questionnaires & Lead Captures: Use regular checkbox fields to trigger dynamic displays.
• Contracts & Subagreements: Unfortunately, due to Dubsado restrictions, conditional logic does not work here.

How It Works

Conditional logic is built on two main parts:

1. The Trigger: What your client clicks, checks, or selects.
2. The Display: The content that appears based on that trigger.

When set up correctly, selecting one thing in your form will automatically reveal or hide something else. Think of it like a “choose your own adventure” path inside your forms.

About the Steps & Code Blocks

If you’ve seen the setup instructions, you might notice several steps. Here’s what to know:

• Only Steps 1, 1.5, 4, and 5 involve pasting code. These steps give you small snippets to copy and paste into your form so the logic works behind the scenes.
• Steps 2 and 3 are about making choices, not pasting code. In Step 2, you’re choosing a name or identity for your logic so your triggers and displays can connect. In Step 3, you’re choosing which element (like a package select button or checkbox) will act as your trigger and making sure it’s placed correctly.
• Steps 6 and 7 explain how to add your content and repeat the process. These steps don’t involve code either—they just show you how to plan and organize your conditional logic effectively.

The concept is simple: each trigger and display gets a unique name so they “talk” to each other and show or hide the right sections.

Common Questions

Do I need to know code?

Nope. If you can copy and paste text into a code block in Dubsado and make simple choices about naming and triggers, you can set up conditional logic.

What if I want multiple dynamic sections?

You can! Each conditional logic pair just needs its own unique name. That way, each trigger controls only its matching display area.

What if it’s not working?

Most issues come from accidentally placing triggers or displays in the wrong container. Make sure each trigger is in its own column and that the display section is correctly identified. (Pro tip: there’s even an optional step that highlights containers in the editor so you can see what belongs where.)

Why It Matters

Conditional logic can make your forms feel intuitive and personalized, giving your clients only the options that matter to them. It saves them time, reduces confusion, and gives your brand a polished, thoughtful feel.

Want access to the actual setup code and step-by-step walkthrough?

Check out our templates & Flow Kits which include everything you need to make conditional logic work seamlessly without the guesswork.