Advanced Features

Unlock FormLeap's powerful advanced features to create sophisticated, dynamic forms.

Logic Jumps (Conditional Logic)

Logic jumps let you show or hide fields and skip steps based on user responses, creating dynamic forms that adapt to each respondent.

What are Logic Jumps?

Logic jumps use conditional rules to control form behavior:

• Show/Hide Fields - Display fields only when conditions are met
• Skip Steps - Jump over irrelevant sections in multi-step forms
• Branching Logic - Create different paths through your form

Example Use Cases:

• Show "Company Name" only if employment status is "Employed"
• Skip "Shipping Address" if same as billing address
• Show different follow-up questions based on initial response
• Collect additional details only when relevant

Creating Logic Jumps

Field-Level Conditions

Control when individual fields appear:

1. Select a field in the form builder
2. Click Add Condition in the properties panel
3. Choose the source field (must appear before the current field)
4. Select an operator
5. Enter the comparison value
6. Save

Example:

Show "Company Name" field when:
  Employment Status equals "Employed"

Step-Level Conditions

Skip entire steps based on answers:

1. Select a step in the left sidebar
2. Click Step Settings
3. Click Add Skip Condition
4. Configure the rule
5. Save

Example:

Skip "International Shipping" step when:
  Country equals "United States"

Operators

FormLeap supports 9 comparison operators:

Multiple Conditions

Combine multiple rules with AND/OR logic:

ALL (AND) Logic:

All conditions must be true for the action to occur.

Show "Spouse Information" when:
  ALL of these are true:
    - Marital Status equals "Married"
    - Include Spouse equals "Yes"

ANY (OR) Logic:

At least one condition must be true.

Show "Discount Code" when:
  ANY of these are true:
    - Membership equals "Premium"
    - Student Status equals "Yes"
    - Age less than 25

Action Types

Show:

• Field is hidden by default
• Appears only when conditions are met
• Best for optional details

Hide:

• Field is visible by default
• Disappears when conditions are met
• Best for simplifying based on answers

Skip (Steps only):

• Step is skipped when conditions are met
• User jumps to next non-skipped step
• Best for multi-step forms with branching

Best Practices

1. Keep it simple - Too many conditions confuse users
2. Test thoroughly - Try all possible paths
3. Order matters - Conditions only reference earlier fields
4. Progressive disclosure - Reveal complexity gradually
5. Provide context - Use help text to explain why fields appear

Composite Fields

Composite fields let you group related fields together with shared layouts and optional repetition.

What are Composite Fields?

A composite field is a container that groups multiple related fields:

• Visual grouping - Keep related fields together
• Shared layout - Apply grid or row layout to the group
• Repeatable sections - Let users add multiple entries
• Better organization - Clearer form structure

Example Use Cases:

• Address fields (street, city, state, postal code)
• Contact information (name, email, phone)
• Work history (company, position, dates) - repeatable
• Family members - repeatable
• Product options with multiple attributes

Creating a Composite Field

1. Click Add Field → Composite
2. Enter a label (e.g., "Mailing Address")
3. Add child fields to the composite
4. Configure layout
5. Enable repeatable if needed

Layouts

Composite fields support multiple layout options:

Stack Layout (Default)

Fields appear vertically, one per row.

Best for:

• Long text fields
• Mobile-first forms
• Maximum clarity

Row Layout

Fields appear side-by-side horizontally.

Best for:

• Short related fields (First Name / Last Name)
• Compact forms

[First Name        ] [Last Name         ]

Grid Layouts

Organize fields in multi-column grids.

Grid 2 (2 columns):

[City              ] [State             ]
[Postal Code       ] [Country           ]

Grid 3 (3 columns):

[Day  ] [Month    ] [Year             ]

Grid 4 (4 columns):

[Q1   ] [Q2       ] [Q3       ] [Q4   ]

Column Spanning

Control how much space each field takes in a grid:

• col_span: 1 - Single column (default)
• col_span: 2 - Two columns
• col_span: 3 - Three columns
• col_span: 4 - Full width

Example: 2-Column Address

[Street Address                        ] (col_span: 2)
[City              ] [State             ]
[Postal Code       ] [Country           ]

Repeatable Composites

Allow users to add multiple entries for grouped fields.

Configuration:

• Initial - Number of instances shown by default (0-10)
• Min - Minimum required to complete (validation)
• Max - Maximum allowed instances (prevents spam)

Example: Work History

Initial: 1    Min: 1    Max: 5

[Work History]
┌─────────────────────────────────────┐
│ Company:   [________________]        │
│ Position:  [________________]        │
│ Start Date: [__________]             │
│ End Date:  [__________]              │
└─────────────────────────────────────┘
[+ Add Another Position]

User Experience:

• Click Add Another to create a new instance
• Click Remove (trash icon) to delete an instance
• Must fill at least min instances to submit
• Cannot add more than max instances

Common Use Cases:

• Work experience (1-5 jobs)
• Education history (1-3 degrees)
• References (2-5 people)
• Family members (0-10 people)
• Product selections (1-20 items)

Built-in Templates

FormLeap provides pre-configured composite templates:

Address Template:

• Street Address
• City
• State/Province
• Postal Code
• Country (dropdown with all countries)

Contact Template:

• Full Name
• Email Address
• Phone Number

Person Template:

• First Name
• Last Name
• Email
• Phone
• Title/Role

To use a template:

1. Add a Composite field
2. Click Use Template
3. Select template type
4. Customize as needed

Access Control

Control who can access and submit your forms with three access modes.

Public Forms

Anyone with the link can submit.

Use for:

• Contact forms
• Feedback surveys
• General applications
• Public signups

Configuration:

• No setup required (default)
• Share the form link
• Optional: Add to website

Email Verification Required

Respondents must verify their email address before accessing the form.

How it works:

1. User clicks form link
2. Prompted to enter email address
3. Receives verification email with magic link
4. Clicks link to access form
5. Completes and submits form

Use for:

• Lead capture (guaranteed valid emails)
• Preventing duplicate submissions
• Building email lists
• Forms requiring follow-up

Configuration:

1. Open Form Settings
2. Set Access Control to "Email Required"
3. Save

Benefits:

• Collect verified email addresses
• Prevent spam submissions
• Enable follow-up communication
• Link submissions to email addresses

Password Protected

Require a password to access the form.

How it works:

1. User clicks form link
2. Prompted for password
3. Enters password
4. Accesses form if correct
5. Completes and submits

Use for:

• Internal forms (employees only)
• Private surveys
• Beta testing feedback
• Restricted access content

Configuration:

1. Open Form Settings
2. Set Access Control to "Password Protected"
3. Enter a password
4. Save

Sharing:

• Share form link + password separately
• Password is required for each visit
• No expiration (password works indefinitely)
• Change password anytime in settings

Security Notes:

• Passwords are hashed (bcrypt)
• Password not visible after setting
• Use strong, unique passwords
• Don't share passwords publicly

File Uploads

Allow respondents to upload documents, images, and other files with your forms.

Adding File Upload Fields

1. Add a File Upload field
2. Configure restrictions
3. Save

Configuration Options

Accepted File Types:

Choose which file types to allow:

• Documents - PDF, Word, Excel, PowerPoint
• Images - JPG, PNG, GIF, SVG
• Archives - ZIP, RAR
• Custom - Specific MIME types or extensions

Common Combinations:

Documents Only:     .pdf, .doc, .docx
Images Only:        .jpg, .jpeg, .png, .gif
CV/Resume:          .pdf, .doc, .docx
Proofs:            .pdf, .jpg, .png
Spreadsheets:      .xls, .xlsx, .csv

Maximum File Size:

Set size limit per file (in MB):

• 1 MB - Small documents
• 5 MB - Standard documents and images
• 10 MB - High-res images (default)
• 25 MB - Presentations
• 50 MB - Videos (if needed)

Maximum Files:

Limit how many files can be uploaded:

• 1 - Single file (default)
• 5 - Multiple files
• 10 - Many files
• 20 - Bulk uploads

User Experience

Uploading:

1. Click the upload area or drag files
2. See upload progress bar
3. Preview uploaded files
4. Remove and replace if needed

Restrictions Enforced:

• File type validation before upload
• Size limit checked during upload
• Count limit enforced in UI

Viewing Uploaded Files

As a form owner:

1. View submission details
2. See list of uploaded files
3. Click filename to download
4. Files are securely stored

File Storage:

• Files stored in secure cloud storage (S3)
• Signed URLs for secure access
• 90-day retention (configurable)
• Virus scanning on upload

Best Practices

1. Be specific about requirements - "Upload PDF resume (max 5MB)"
2. Keep size limits reasonable - Users may have slow connections
3. Limit file count - Prevent abuse
4. Provide examples - Show what you want uploaded
5. Test uploads - Verify files can be accessed

Security:

• Files are scanned for viruses
• Malicious files are rejected
• Access requires authentication
• Files are encrypted at rest

Theming & Branding

Available on: Pro, Business, and Enterprise plans

Customize your form's appearance to match your brand.

Theme Options

Logo:

• Upload your company logo
• Displayed at the top of forms
• Supports PNG, JPG, SVG
• Recommended size: 200x50px

Colors:

Customize three key colors:

• Primary Color - Buttons, links, progress bar
• Background Color - Form background
• Text Color - Primary text

Color Picker:

• Choose from palette
• Enter hex codes
• See live preview
• WCAG contrast compliance indicator

Example Themes:

Professional Blue:
  Primary: #2563EB
  Background: #FFFFFF
  Text: #1F2937

Warm Orange:
  Primary: #F97316
  Background: #FFF7ED
  Text: #431407

Dark Mode:
  Primary: #60A5FA
  Background: #1F2937
  Text: #F9FAFB

Branding

Remove "Powered by FormLeap":

On paid plans, remove the branding footer:

1. Go to Form Settings → Branding
2. Toggle "Show FormLeap branding"
3. Save

Applying Themes

Workspace-Level Themes:

Set a default theme for all forms:

1. Go to Workspace Settings → Theming
2. Configure colors and logo
3. Save

All new forms inherit this theme.

Form-Level Themes:

Override workspace theme for specific forms:

1. Open form in builder
2. Click Settings → Theme
3. Customize colors
4. Save

Form-level themes override workspace defaults.

Preview

Always preview your theme:

1. Click Preview in the builder
2. See theme applied to form
3. Test on mobile devices
4. Verify readability

Accessibility:

The theme editor shows contrast warnings:

• ✅ Passes WCAG AA (4.5:1)
• ⚠️ Fails WCAG AA (adjust colors)

Best Practices Summary

Logic Jumps

• Keep conditions simple and testable
• Order fields logically (conditions reference earlier fields)
• Use help text to explain why fields appear
• Test all paths through the form

Composite Fields

• Group truly related fields
• Use appropriate layouts for field types
• Set reasonable min/max for repeatable sections
• Test on mobile devices

Access Control

• Use public for general forms
• Use email verification for lead capture
• Use password for internal/private forms
• Keep passwords secure

File Uploads

• Specify accepted file types clearly
• Set reasonable size limits
• Limit file count to prevent abuse
• Test upload process yourself

Theming

• Maintain sufficient contrast (WCAG AA)
• Use brand colors consistently
• Test theme on light and dark screens
• Preview on mobile devices

What's Next?

• Form Builder Guide - Master all field types
• Managing Submissions - View and analyze responses
• Teams & Collaboration - Work with team members
• Integrations - Webhooks and embedding

Need help? Contact support@formleap.app