Possibility of creating Custom Form conditional logic (skip logic) via API

[EstebanTr]

Hi everyone,

I'm working on a project where I need to programmatically create and update custom forms in Workfront using the API. I've been successful in creating the form and its fields, but I'm facing a challenge with the conditional logic.

In the Workfront UI, there's an option to set up "skip logic" where the visibility of certain fields depends on the selection made in another field (e.g., a radio button or a dropdown menu). For instance, if a user selects "Yes," a new set of fields appears, but if they select "No," those fields remain hidden.

My question is: Is it possible to configure this conditional logic directly through the Workfront API?

I've reviewed the API documentation and haven't found any specific parameters or endpoints that allow for the creation of these rules. The current process seems to be confined to the UI's form designer.

If this functionality isn't available, I'd appreciate it if you could confirm it. Also, if there's a workaround or a planned update to the API that would support this, any information would be very helpful.

Thank you for your time and assistance!

[nfo · Accepted solution]

Hi @EstebanTr 

The "logics" are described in the categoryCascadeRules collection attached to your custom form.

Check: attask/api/v19.0/CTGY/<yourFormID>?fields=categoryCascadeRules:*,categoryCascadeRules:categoryCascadeRuleMatches:*

Not easy to implement but feasible : )

[EstebanTr]

Thanks, I'll try it since I couldn't find anywhere how to do it via API. 🙏

[EstebanTr]

Thank you very much, it worked for me.

[kautuk_sahni]

@EstebanTr Just checking in — were you able to resolve your issue? We’d love to hear how things worked out. If the suggestions above helped, marking a response as correct can guide others with similar questions. And if you found another solution, feel free to share it — your insights could really benefit the community. Thanks again for being part of the conversation!