Conditional logic and calculations

What you will achieve: use Smart Logic to show or hide fields based on other answers, apply conditional rules inside Repeater items, and add Calculation fields that compute and format numeric results for your form.

Prerequisites

• Plattio Forms installed and activated.
• Open the form in the Form Builder: WordPress admin → Plattio Forms → Add New / Builder or edit an existing form via Plattio Forms → Forms and click Edit.
• Create the input fields that your rules or calculations will reference (text, number, select, checkbox, etc.).

Enable Smart Logic (conditional rules and groups)

1. Open the Builder for your form. Select the field that should be shown or hidden based on other fields.
2. In the field settings panel look for the conditional logic area (Smart Logic / conditional logic). Toggle Enable conditional logic if present.
3. Click to add a rule or add a rule group. For each rule choose:
   • a source field (the field to check),
   • an operator (common operators include is / is not / contains), and
   • a comparison value.
4. Combine rules inside a group with AND semantics; add multiple groups to combine them with OR semantics (Smart Logic uses groups and AND/OR semantics).
5. Save the form and use the builder preview or the page preview to test that the field shows or hides when conditions change.

Tips and expected outcome

• Rules are evaluated when the user changes the referenced fields; the affected field will show or hide immediately in the live form preview or on the published form.
• If no input fields exist to reference, the builder will prompt you to add an input field before creating rules.

Use repeater logic (conditional rules inside repeaters)

1. Add a Repeater field to your form (field type: repeater).
2. Inside the Repeater, add the fields you need (for example: quantity, price, item-type).
3. Configure the repeater options: set min and max items, and enable allow reorder or allow duplicate if needed.
4. Open a field inside the repeater and enable conditional logic as above. Rules added here apply per item instance (nested conditional logic per item is supported).
5. Save and preview: each Repeater row evaluates its own rules independently so each repeated item shows/hides its nested fields correctly.

Notes for repeaters

• Repeater styling and behavior (compact, inline, add button text, reorder) are available in the builder.
• When using save & resume, uploaded files and signature fields inside a repeater must be re-uploaded when continuing a saved form (drafts do not persist files or signatures).

Add Calculation fields (formulas and formatting)

1. In the Builder add a Calculation field (field type: calculation).
2. Open its settings and enter the Formula you want the field to evaluate. The Calculation field provides a read-only display plus a hidden numeric value.
3. Set numeric formatting:
   • Decimal places — integer from 0 to 8 (default 2).
   • Prefix — text to appear before the formatted number (currency symbol, etc.).
   • Suffix — text to appear after the formatted number.
4. Save the form and test in preview. Calculation output is formatted using the site locale (number_format_i18n) and shown as read-only on the form.

Important behavior and limitations

• Calculation fields are excluded from normal validation and are not saved to save & resume drafts (they are computed at render/submit time).
• If a calculation does not update, verify the referenced fields exist and provide numeric values in the preview/published form; test the formula in preview.

Common troubleshooting

• If conditional rules don’t appear as options: add at least one input field to the form first, then open the target field’s conditional logic area.
• If a Repeater field’s nested rules behave unexpectedly: confirm you applied rules on fields inside the repeater (rules there act per-row) and that min/max counts are correct.
• If calculations aren’t saved in drafts or missing after resume: calculation, file and signature fields are not persisted in save & resume drafts and must be re-entered when continuing a saved form.
• If formatting looks wrong: adjust the Calculation field’s Decimal places, Prefix and Suffix, then test in preview (formatting uses the WordPress locale).

What to expect after completing these steps

Fields will dynamically show or hide according to Smart Logic rules, repeated rows will evaluate nested rules independently, and Calculation fields will compute and display formatted numeric results (read-only) on the form. Preview and live tests confirm behavior; if you need further help use the builder preview and re-check your referenced fields and rule operators.