Question types & conditional logic

When you configure a question in the template editor — or inside a custom pack — the config drawer asks for a question type. The type controls how the input renders to the client and which conditional-logic operators are available.

The 11 question types

Type	What the client sees
Text	Single-line text input.
Number	Single-line numeric input.
Date	Date picker.
Email	Single-line input with email validation.
Yes / No	Two-button segmented control — Yes or No.
Single choice	Radio group — pick one.
Multi-select	Checkbox list — pick many.
Dropdown	Dropdown — pick one.
Long text	Multi-line text input.
SSN	Single-line input, formatted as an SSN as the client types.
EIN	Single-line input, formatted as an EIN as the client types.

[Screenshot: Configure question drawer]

The question form

Every question’s drawer (gear icon → Configure question) has these fields:

Field	Always shown?	Notes
Type	Yes	Changing type resets the options list.
Label	Yes	The text the client sees as the question.
Description	Yes	Optional help text below the label.
Placeholder	Only for Text, Number, Date, Email, Long text, SSN, EIN	Hidden for Yes / No, Single choice, Multi-select, and Dropdown — they use options instead.
Required	Yes	Switch. When on, the client must answer to submit.
Options	Only for Single choice, Multi-select, Dropdown	List of value + label pairs. At least 2 required.
Show only if conditions are met	Yes	The conditional-rule builder. Disabled when no earlier questions exist.

The drawer saves each field as you change it.

Conditional logic

Every section, every question, and every document can be conditionally shown — hidden until an earlier question is answered a particular way. This is how you keep organizers short for simple clients and detailed for complex ones.

Turning on the rule

In the config drawer, scroll to Show only if conditions are met. Toggle it on. Three fields appear:

Field	What it does
Question	Pick an earlier question. Only questions that come before this item show in the dropdown — you can’t reference a question that hasn’t been answered yet.
Operator	One of: equals, does not equal, is one of, contains. Available operators depend on the referenced question’s type — see the table below.
Value	The value to compare to. The input shape adapts to the referenced question’s type.

Below the three fields, a live Preview line confirms what you built:

Show this item if Filing status equals Married filing jointly

Toggle off to remove the rule. The item is then always shown.

Operators available per question type

Referenced question type	Available operators
Text / Email / Long text	equals, does not equal, is one of, contains
Number / Date	equals, does not equal, is one of
Yes / No / SSN / EIN	equals, does not equal
Single choice / Dropdown	equals, does not equal, is one of
Multi-select	equals, does not equal, is one of, contains

If you change the referenced question after picking an operator that’s no longer valid, Assure Pro resets to the first allowed operator.

Value input — adapts to the referenced question

The Value field rendering depends on the referenced question’s type:

Referenced question type	Value input
Yes / No	Yes / No radio.
Single choice / Dropdown	Dropdown of the question’s options. For “is one of”, becomes a multi-checkbox of those options.
Multi-select	Multi-checkbox of the question’s options. For “contains”, a text input (substring match).
Number	Numeric input.
Date	Date input.
Email	Email input.
Text / Long text / SSN / EIN	Text input. For “is one of”, a comma-separated text input.

For free-text “is one of” rules: type value1, value2, value3. Assure Pro splits the list on blur.

What conditional rules do

When the client opens the organizer, Assure Pro evaluates every conditional rule against their current answers:

Sections with an unmet rule are hidden entirely.
Questions with an unmet rule are hidden.
Documents with an unmet rule are hidden and don’t appear in the checklist.

Answers to hidden items are not submitted. If the client changes a parent answer so a child becomes hidden again, the child’s answer is cleared.

Documents triggered by questions

A common pattern is asking a yes / no question and conditionally requesting a document based on the answer.

Example:

Question: “Did you sell any stocks or crypto in 2025?” (Yes / No, equals Yes).
Document: “1099-B from each broker” — conditional on the question above with equals Yes.

In the editor, the question shows a sub-row: “Triggers: 1099-B from each broker”. Click the document item to see or change the rule.

If multiple documents reference the same question, the sub-row reads: “Triggers: 1099-B from each broker +2 more”.

Document items

Document items have the same fields, except no type selector — they’re always document uploads.

Field	Notes
Label	What the client sees, like “W-2 from employer”.
Description	Optional help text.
Document type	One of the 25+ document types. Drives AI auto-matching on upload.
Required	Switch. Required documents can block engagement progress.
Show only if conditions are met	Same conditional-rule builder.

Section-level configuration

The section drawer (gear icon → Configure section) has these fields:

Field	Notes
Title	Section heading the client sees.
Description	Optional context shown beneath the title.
Repeatable	Switch. Off = a single set of fields. On = the client can add multiple copies (one per dependent, per K-1, per rental property).
Repeat label	Singular noun for one repeat instance — “Dependent”, “Rental property”, “K-1 schedule”. Shown as “`{label}` #1, #2, …”.
Show only if conditions are met	Conditional rule that hides the entire section.
Enabled	Off = the section is soft-disabled (still in the template, but skipped in any organizer sent). Useful for staging or for turning off a seasonal section.

A disabled section shows a Disabled badge in the editor and a lock icon. The kebab menu’s Disable section / Enable section option toggles it.

Validation rules

Assure Pro checks these at save time. The drawer catches most before you submit:

Rule	What it means
Options need both a value and a label.	Blank rows are stripped before saving.
Single choice, Multi-select, and Dropdown need at least 2 options.	If the option list is too short, the save fails and you’ll see an error message.
You can’t reference a question that comes after the current item.	The question picker only lists prior questions.
You can’t reference yourself.	The current item’s own question is filtered out of the picker.
Conditional value type must match the referenced question.	If you switch the referenced question to one of a different type, the value resets to that type’s default.

Tips

”I want a question only the preparer sees, not the client”

That isn’t supported in V1 — every item in an organizer is visible to the client. Use internal notes on the engagement, or activity comments, for preparer-only context.

”I want a section that opens for new clients only”

There’s no built-in “new client” flag, but you can ask a screening question early in the organizer (“Is this your first time filing with us?”) and conditional-show subsequent sections on equals Yes. Once they’ve filed once, the section is hidden next year.

”I want to know if the client said yes to crypto questions”

Add a Yes / No question early in the organizer. Conditional-show the detail crypto pack on equals Yes. In review, the answer is visible at the top of the organizer.

”Conditional rule preview shows the wrong question”

This happens if you renamed the referenced question after creating the rule. The reference is stable — open the drawer and re-pick to refresh the preview.

Permissions

Action	Who can do it
View question, document, or section configuration	Anyone with View intake access
Edit a question, document, or section	Edit intake access
Edit conditional rules	Edit intake access

Templates & the editor — where the config drawer lives.
Custom packs & library — pack-level question configuration.
Document classification — what document types drive once a client uploads.