How to Set Up Gravity Forms Conditional Logic by User

1. Three Ways to Build a Conditional Logic Rule Around a User
2. What You’ll Need
3. Setting Up Each Type of Rule
   1. 1 — Show a Field to Logged-In Users Only
   2. 2 — Restrict a Field by Role
   3. 3 — Change What a Field Shows Based on User Meta

Gravity Forms conditional logic can already show or hide a field depending on how someone answers a question. Now, let’s teach it to know a little about who’s answering, too.

We’ll need Advanced Conditional Logic for that. It adds a handful of tricks to your conditional logic, like more rules to choose from, a way to group them together, and more. But today, we’re zooming in on just one — a rule that checks what kind of user is filling out the form.

Let’s get acquainted. 🤝

Three Ways to Build a Conditional Logic Rule Around a User

Advanced Conditional Logic adds a new source value to conditional logic: User. When setting up a rule, you’ll find it in the source value dropdown, right alongside your form’s own fields.

Here’s how each one works:

1. Is Logged In checks whether a user is logged into the site
2. Role checks a user’s WordPress role, like Administrator, Editor, or Subscriber
3. Meta pulls from a value stored on a user’s profile, things like a subscription level or account type, saved by a plugin or custom field

What You’ll Need

• Gravity Forms (any license)
• Advanced Conditional Logic, installed through Spellbook, Gravity Wiz’s free plugin manager
  • To install: open Spellbook, find Advanced Conditional Logic, and activate it

Setting Up Each Type of Rule

1 — Show a Field to Logged-In Users Only

Set the source value to User: Is Logged In, the operator to is, and the target value to Yes.

Say you’re offering a discount code field on an otherwise public form. With this rule, only people who are logged in will see it, everyone else just sees the regular form.

Want the opposite? Set the target value to No instead.

2 — Restrict a Field by Role

Set the source value to User: Role, choose is or is not, and pick the role, Administrator, Editor, or any custom role your site uses.

For example, a staff-only field on a form anyone can fill out. Setting the rule to Administrator keeps it hidden from everyone else.

Want different roles to see different fields? Repeat this with a new rule group for each role.

3 — Change What a Field Shows Based on User Meta

But first, what is “meta”? It just means info saved on a user’s profile, things like a membership level or account type, usually set by another plugin.

Set the source value to User: Meta, choose an operator, and set the target value. A second field appears below the rule, that’s where you enter the meta key.

Let’s say a membership plugin is already storing plan levels for your users, a rule that checks that meta key can show one field to free users and a different one to paid users, all from the same form.

Now your forms know who’s who. 👯 Got a conditional logic rule you’d love to see next? Drop a comment below.