Conditional Logic

Laurie Boone
Laurie Boone
Tenth Anniversary Facilitator 1 Blackbaud Certified Loyalty Badge
in Blackbaud Grantmaking™ General Discussions

Hi everyone.

I'm interested in learning if any of you are using conditional logic in your applications.

We are beginning to explore how we might implement conditional login in our applications and I'd love to hear how you are using.

Specifically:

What types of applications are you using conditional logic for?

How complex have you made the rules (e.g., field visibility, approvals, routing)?

If anyone is open to sharing how they use conditional logic and/or their application that would be very helpful as we move forward updating our applications.

Thank you in advance for any insights you can share!

Laurie

Answers

  • Hannah Saeger Karnei
    Hannah Saeger Karnei
    First Anniversary Kudos 1 Name Dropper Facilitator 1

    Hi! We use conditional logic in our stage two applications to display or hide supplemental questions for certain program strategies. It's essentially set up as a if field X contains Y display questions 10-13. We've tried a couple different iterations. If it is a field your staff will be updating in BBG, we've found the logic will sometimes break, so it's better if it depends on an application field.

    We also use the routing logic for our programs but that is different, happy to chat about that as well if you'd like.

  • Laurie Boone
    Laurie Boone
    Tenth Anniversary Facilitator 1 Blackbaud Certified Loyalty Badge
  • Audrey Kidwell
    Audrey Kidwell Community All-Star
    Fourth Anniversary Kudos 2 World Cup July 2026 Discussion Badge 2026 bbcon Attendee Badge

    @Laurie Boone I will say that we could use cond. logic more, but here are a few ways to use it.

    International applications: If there is no tax id- they get a different set of due diligence docs/request for uploads

    All applications: If they say yes to having a fiscal sponsor, then a separate contact section is added

    All applications: if they select "other" on some of our coded data then a box pops up so they can fill in the blank

    Hope this helps and interested to see what others do as well.

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