Conditional Logic

Conditional Logic lets you control when certain option fields appear on your product page. Instead of showing every field all the time, you can display extra choices only when they’re needed. This keeps your product pages organized and helps shoppers move through options without confusion.

For example, if a shopper selects “Yes” to add a handwritten card and message, you can display a new field that requests a gift message. If they select “No,” the extra field stays hidden.

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Where Conditional Logic Can Be Used

Conditional Logic only works within the same Option Set. The option a shopper selects and the field you want to show or hide must both be in the same Option Set.

You cannot trigger a condition that affects fields in a different Option Set.

How Conditional Logic Works

Conditional Logic lets you choose when a field should appear based on what a shopper selects in another field. You pick one option as the “condition” and then decide which field should show or hide when that condition is met.

For example: “If a shopper selects Yes, show the Gift Message box.” “If a shopper selects One Size, hide the Measurements fields.”

You’ll choose: • Which option triggers the change • Which value needs to be selected • Which field should appear or disappear

Curious about the basic setup?

In this example, we will set up a product that only shows a text field if the customer selects “Yes” to adding engraving. If they select “No,” the text field will not appear.

Follow the steps below to set this up.

Step 1: Create two option fields in the same Option Set

In your Infinite Options dashboard, open the Option Sets tab.

Create a new Option Set, or open an existing one.

Inside this Option Set, create two option fields that you want to connect with Conditional Logic.

You can see an example of these two fields in the screenshot.

Step 2: Set up the first field as a Yes / No choice

In your first option field, set the Input Type to Radio Buttons, checkbox, or a dropdown menu

Add the values Yes and No.

This will be the field your shoppers use to decide whether they want engraving.

Step 3: Set up the second field as a text field

Set the Input Type of your second option field to Text.

This will be the field where shoppers enter their engraving text, and it will be controlled by Conditional Logic.

Step 4: Open Advanced Options on the text field

In your second option field, click the Show Advanced Options link. This expands additional settings for this field.

Click "Create a new conditional rule" in the blue area to start creating the logic

Step 5: Create a new conditional rule

Scroll to the Conditional Logic section. Select Create a new conditional rule.

This tells Infinite Options that this field should only appear when certain conditions are met.

By default, the field will show when all conditional rules match.

Step 6: Choose the field the condition is based on

In the Field Name dropdown, select the field that contains your Yes / No choice.

You will see the matching field name and label from your first option field in this list, so you do not need to type anything in.

Step 7: Set the value that should trigger the field

Next, choose how Infinite Options should look for the value. Most merchants use Contains.

In the value box after Contains, type Yes if you want this text field to show only when shoppers select “Yes” on the first field.

This means: • When the shopper selects Yes, the text field will appear • When the shopper selects No, the text field will stay hidden

Step 8: Save your changes

At the top of the Option Sets page, click the Save Changes button.

You have now created a simple Conditional Logic flow that only shows the engraving text field when the shopper selects “Yes.”

Tips for Using Conditional Logic

• Make sure both fields are in the same Option Set. Conditional Logic cannot show or hide fields across different Option Sets.

• Test your setup on one of your product pages to make sure everything appears the way you expect.

• If conditions are not working the way you planned, double-check the Option Set assignment to the product and check you have used "contains", which gives more flexibility in your setup to use text like "Yes" or "yes" when setting up logic.

• When possible, group related fields together. This makes it easier to see which fields belong to the same flow and helps shoppers understand the layout.