Form Branching

Branching lets a form ask only the questions that matter. Show bug-specific fields when someone picks "Bug report", feature-specific fields when they pick "Feature request" - each submitter sees a short, relevant form instead of a wall of optional questions.

form branching

#Show When

Every field (except the first) has a Show when setting in the form builder. It is set to Always by default - the field is visible to everyone. To branch, pick a trigger:

  1. Open the field's Show when select and choose an earlier Choice or Checkbox field
  2. Pick the answer values that reveal this field - one or several
  3. Watch the live preview: the field now appears only when the trigger's answer matches

A condition reads like a sentence: Show when Request type is Bug. For checkbox triggers the values are Checked or Unchecked.

#How Conditions Match

  • Any-of: selecting several values means "show for any of these". Show when Request type is Bug, Crash reveals the field for either answer - handy for attaching one field to several branches.
  • Multi-select triggers work the same way: if the submitter's selections overlap the condition's values, the field shows.
  • Conditions chain: a field can branch on a field that itself branches. When a trigger is hidden, everything behind it hides too - closing a branch closes its sub-branches.
  • Triggers must come earlier in the form, so branches always flow top to bottom.

#Hidden Fields Never Get in the Way

  • A required field that is hidden by its condition does not block the submission - required only applies while the field is shown.
  • Answers typed into a field that later gets hidden are not submitted. If a submitter fills in "Steps to reproduce", then switches from Bug to Feature, the steps stay out of the submission - and out of the created task. Switching back restores what they typed.
  • This is enforced on the server too, not just in the browser.

#Branching in Both Layouts

In the classic layout, fields appear and disappear in place as the submitter answers. In the interactive layout, the progress bar and step count adapt live - picking "Bug" on question 1 of 1 turns the form into 1 of 4, and the next questions are the bug branch.

#Route Branches to Different Projects

Branching combines with field mapping into something none of the classic form builders offer: per-branch task routing. Put a mapped choice field inside each branch - the Bug branch maps its answers to your bug-tracking project and tags, the Feature branch to your roadmap project. A hidden mapped field simply falls back to the form's default project and status, so every branch lands where it should.

#Editing a Form with Conditions

The builder keeps conditions valid for you:

  • Deleting a trigger field, changing its type away from Choice/Checkbox, or dragging it below a field that depends on it clears the affected conditions - those fields go back to Always
  • Removing an option removes it from conditions that used it; renaming a plain option renames it in conditions too
  • A condition always needs at least one value - unchecking the last one is ignored

Branching is available on all plans, free plan included.