Conditional logic
Show different fields based on answers. A new client sees the full intake. A returning client skips to what changed. One template replaces a folder of duplicates.
New clients, returning clients, different service tiers — each gets its own form. Updates mean editing every version. One always falls out of date.
A returning client fills out 40 fields when only 10 are relevant. They get frustrated, skip questions, or abandon the form entirely.
Without branching, every client answers every question. You spend time filtering out irrelevant answers to find what actually matters.
You send a basic form first, then follow up with more questions based on the answers. Two or three rounds of back-and-forth before onboarding is complete.
Add every field and step that any client type might need. The template is your master version.
Set rules on any field or section: show this if the client selected 'New business', hide this if they already uploaded a tax ID.
A returning client who selected 'Nothing changed' on business details skips the full intake step entirely and moves to document uploads.
Each client gets a tailored experience from one template. No duplicate forms to maintain, no irrelevant fields to confuse them.
Apply show and hide rules at any level. Conditionally show a single field, an entire section within a step, or skip a full step in the onboarding flow.
Combine conditions for precise targeting. Show a field when the client selected 'LLC' AND their state is 'California'. Or show it when either condition is true.
Use dropdown selections, checkbox states, text field values, file upload status, and payment completion as triggers for conditional rules.
Walk through your template as each client type before publishing. Verify that conditions work correctly and every path collects the right information.
Build conditions with a visual rule builder. Select the trigger field, choose the operator, and set the value. The logic runs automatically when clients fill out the form.
| Feature | Portico | Content Snare | Clustdoc | Dubsado | HoneyBook | OnboardMap |
|---|---|---|---|---|---|---|
| Field-level conditions | Limited | Essentials plan | ||||
| Skip entire steps | ||||||
| AND/OR logic | ||||||
| Conditions on file uploads | ||||||
| Preview mode for testing paths | ||||||
| No coding required |
Stop maintaining duplicate forms. Build once, add conditions, and let the logic handle the rest.
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