While building a Will questionnaire in Gavel, we encountered a limitation with applying dynamic logic across related questions. Specifically, we need to manage the selection of Primary and Substitute Executors in a way that prevents overlap, but the current logic tools don’t support it cleanly.
Scenario:
• The user selects one or more Primary Executors (multi-select).
• They are then asked to select a First Substitute Executor, Second Substitute Executor, and Third Substitute Executor.
Requirement:
1. Anyone chosen as a Primary Executor should not appear as an option for Substitute 1.
2. Whoever is selected as Substitute 1 should not appear as an option for Substitute 2.
3. Whoever is selected as Substitute 2 should not appear as an option for Substitute 3.Challenge:
We attempted to configure this using “Use options from” and Invisible Logic, but the system doesn’t allow filtering out previously chosen executors dynamically. The value dropdown in the logic builder requires static options, rather than referencing prior selections.
Recommendation:
Enable dynamic filtering of option sets based on prior answers. Ideally, this would let form builders exclude already-selected values from subsequent questions, ensuring users cannot accidentally choose the same executor multiple times.
This capability would streamline Will creation flows and prevent user error in estate planning questionnaires.