FAQ - Conditional Logic Preview for Basic, Advanced, and Team Plans

Applies to

Smartsheet

Capabilities

Who can use this capability?

The Sheet Owner and Sheet Admins can create and edit forms. Anyone with access to the form can submit an entry on the form.

For a limited time, people using the following discontinued plan types will have access to conditional logic on Smartsheet forms: Basic, Advanced, and Team plans. This preview period ends on August 30, 2020. 

If you’re not sure which plan type you have, see Identify Your Smartsheet Plan and User Type. For information about discontinued plan types, see Discontinued Smartsheet Plans.

This article contains answers to frequently asked questions about the conditional logic preview period.

What is conditional logic?

With conditional logic, you can address multiple scenarios on a single form while keeping it relevant for each person who fills it out. Build simple rules to conditionally show one or more fields in real time based on the response to another field. 

For example:

  • Ask specialized questions after someone identifies the type of request they're submitting.
  • Only display a textbox for additional details when someone selects "Other" in a dropdown field.

For more information about conditional logic, see Use Conditional Logic to Streamline Form Submissions.

Which plan types have access to conditional logic?

Conditional logic is available to people using current Smartsheet plans: Individual, Business, Enterprise, and Premier

For a limited time, people using the following discontinued plan types will have access to conditional logic: Basic, Advanced, and Team plans. This preview period ends on August 30, 2020. 

If you’re not sure which plan type you have, see Identify Your Smartsheet Plan and User Type. For information about discontinued plan types, see Discontinued Smartsheet Plans.

I am using a discontinued plan. Will I still have access to the updated form builder following the preview period?

Yes. The form builder is available to all plans (current and discontinued) and is not a part of this preview period.

How long will I have access to conditional logic on my forms?

The preview period for conditional logic will end at 5 PM EDT on August 30, 2020.

I just found out about conditional logic. Can I extend my preview?

No, the preview period will end at the same time for all customers on Basic, Advanced, and Team plans.

I don’t have conditional logic on my form. Will anything happen to it after the preview period ends?

No. Forms without conditional logic will not be affected in any way.

My form has conditional logic on it. What will happen to the logic after the preview period ends? Will my form still work?

If your form contains conditional logic, all logic rules will be removed from your form, and you will not be able to add or edit any logic rules. When someone fills out your form, they will see every field with the exception of any fields that you’ve set to be hidden. 

In all other ways, your form will be unchanged. It will remain active and editable, and any submitted information will continue to be added to your sheet.

What will happen to my forms with conditional logic if I upgrade my plan?

If you upgrade by August 30, the end of the preview period will not affect your forms or form-building experience in any way. You will still be able to add and edit conditional logic rules, and all existing logic rules on your forms will continue to work.

If you upgrade after August 30, you will regain the option to add and edit conditional logic in your forms, but conditional logic rules that you added during the preview period will not automatically be added back.