Conditional Logic controls when an option is visible to shoppers based on the value(s) selected in another option, for example, showing a color selector only after a shopper chooses a style. This makes the personalization experience cleaner and more intuitive, by only presenting relevant options.

Conditional Logic can be:

• Automatically created when your Option Set is generated from a design or template that uses layouts or libraries with categories, or

• Added manually to customize behavior where needed

This article will guide you through both methods and help you build smarter, user-friendly workflows.

How Conditional Logic Works When Created Automatically

When you create an Option Set automatically from a design or template, Customily adds Conditional Logic in the background for certain elements — so you don’t have to set it up manually.

This happens in cases where:

• Layouts are used (e.g., switching between different scene compositions based on shopper choices)

• Libraries with categories are applied to an element (e.g., a hairstyle library organized by “Blonde,” “Brunette,” and “Redhead” categories)

This automated setup makes personalization smoother for shoppers and saves you from creating multiple manual conditions yourself. You can still edit or add conditions later if needed.

When using Layouts

If your design includes multiple layouts, Customily will:

1. Create an option for selecting the layout.

2. Use that selection to control which other options are shown.

Example:
You have a design with three layouts:

• 1 dog

• 2 dogs

• 3 dogs

The first option in your Option Set will let the shopper choose their layout.
If they select 2 dogs, they will only see the options to choose Dog 1 and enter Dog 1’s name and the options to choose Dog 2 and enter Dog 2’s name.

All other options that don’t belong to the chosen layout remain hidden. This way, each shopper only sees the inputs relevant to their selection.

When using Libraries with Categories

If your design uses a library that is organized into categories, Customily will:

1. Create a main option to select the category.

2. Use that selection to show only the option for the chosen category.

Example:
You have a Hairstyles library with three categories:

• Blonde

• Brunette

• Redhead

The main option lets the shopper choose a Hair Color (category). If they select Blonde, only the Blonde Hairstyles option is shown. The Brunette Hairstyles and Redhead Hairstyles options remain hidden.

Creating Conditions Manually

Sometimes you’ll want to create a condition yourself, to control exactly when an option appears for the shopper. To add a condition:

1. Go to your Option Sets panel and select the set you want to edit.

2. Click on the Option you want to condition to expand its settings.
   

3. Expand the conditions section
   

4. Click Add Condition to add a new condition. 
   

5. Choose the Action, to decide wether the option should Show or Hide when the condition is met.
   

6. Choose the Trigger Option, this is the other option in your Option Set that will act as the "trigger".
   

7. Define the Condition, it can be:
   → When certain value(s) are selected - for dropdowns, swatches, etc.
   → When a checkbox is checked/unchecked
   → When a text input equals a specific value - for example if a shopper types "Yes".
   → When a text input has at least X characters
   
   You can add as many conditions as you need. When multiple conditions are present, you can decide if they should be met all together (AND) or if any of them (OR) should trigger the action.
   

8. Save your changes.

Bulk Adding Conditions

When you need to apply the same condition to multiple options, you can save time by using the Bulk Actions menu.

1. In your Option Set, use the checkboxes to select all the options you want to apply the condition to.
   
2. In the top bar, click Set Logic.
   

3. Just like when adding a condition individually, you’ll:

   → Choose whether the selected options should Show or Hide when the condition is met.

   → Pick the trigger option.

   → Define the condition’s value or rule.

   → You can still add multiple conditions if needed, and choose whether they should follow AND or OR logic.
   
   

4. Click Apply to set te logic and then Save your changes.