You can now use the same AND / OR grouping options you already know from Document List filters when building Conditional Visibility and Branch Workflow rules.

We’ve added All of the following are true and One of the following is true to form and workflow logic. These options match what’s already available when filtering documents in a form’s Document List, bringing a familiar and consistent way to build complex conditions across the product.

Why this matters

Until now, this type of grouped logic was only available in Document List filtering. In forms and workflows, achieving similar results required nested sections or embedded branches, which made configurations harder to maintain and more error-prone.

With this update, you can:

• Use the same AND / OR pattern from Document List filters in forms and workflows
• Combine multiple conditions at the same level
• Reduce deep nesting in sections and workflow branches
• Keep complex logic easier to read and manage

How to use it

• In a form, turn on Conditional Visibility for a field or section
  
  
• In a workflow, add or edit a Branch step
• Add a rule and choose All of the following are true or One of the following is true
• Add multiple conditions—just like you would when building a Document List filter
  
  

What to do next

No changes are required to existing configurations. However, if you’ve built complex logic using workarounds, you may want to review those forms or workflows and refactor them using this new approach. This can help reduce structural complexity and improve long-term reliability.

This release brings a familiar, proven filtering model into forms and workflows—so you can build powerful logic with confidence and consistency.