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The difference between logic jump, conditional display & merge fields
The difference between logic jump, conditional display & merge fields
Updated over a month ago

Since you've started using Clustdoc, you probably came across the terms 'logic jump', 'conditional display' and 'merge fields' a couple of times. In this article, we are going to walk you through these technical concepts to better help you work with your processes.

What is a logic jump?

The logic jump refers to your Clustdoc online forms. It allows you to hide/show specific fields based on previous answers captured in your forms. Logic jump is a small interactive content feature that responds to people's answers.

This way, it's easier and faster to complete your forms and

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Examples

Technically Possible?

When someone replies 'Yes' to question A, show question C

Yes

When someone picks answer '#2' from dropdown menu, show question D & E

Yes

When someone replies 'No' to question A, fill in question B with following content 'Not a manager'

No, logic jumps do not generate new text dynamically

What is a conditional display?

A conditional display works similarly to the form logic jump, but applies more specifically at a process or checklist level.

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Examples

Technically Possible?

When someone replies 'Yes' to question A in a form, show them the signature document

Yes

When someone signs the document, show the list of required documents

Yes

When someone's title is 'Mr' (added in a form), fill out service agreement with masculine gender nouns, but if their title is 'Mrs' fill out service agreement with feminine nouns.

No, conditional display doesn't create or edit content dynamically

What is a merge field?

A merge field is a feature that allows you to set up a form or contract to be filled out automatically with data in the future.

Example: You have a form with 2 fields and you already know that these 2 fields would need to be added once filled out into your contract. Therefore, you'll add merge fields into the contract to automate that.

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Examples

Technically Possible?

Map 'First Name, Last Name, Address' from form A to 'First Name, Last Name, Address' fields in form B

Yes

Add 'Director's full name' captured in form C into the contract next to the signature field

Yes

If the end-user says 'Yes' to question A, add 'Manager' in field C of my form

No, merge fields are static data copied and pasted from one field to another as is

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