Conditional logic changes how your form behaves based on specific actions, so you can dynamically customise the form experience based on your answers. The best part? No coding or technical knowledge is needed. Simply define the conditions with our visual editor, and publish your smart forms.
Watch this short video to learn how to apply conditional logic to your Forms.
Step by Step Guide and Tips
In this example below, conditional logic is applied to the 'Protective Gear' section so the person filling in the Form only see it, if they tick Yes to the question 'Was protective gear required?'.
To apply Conditional Logic to the Form go to Conditions > Add new condition.
Note: Conditions can only be applied to Multiple Choice and Single Choice data entry elements because the logic is applied to one of the possible answers.
The condition reads:
IF selected form element is equal to Selected answer then show Selected form element/s.
When creating the conditions:
Select the multiple choice or single choice element to apply the logic to (e.g. 'Was protective gear required?').
Select the answer that the person filling in the form needs to select to reveal the elements (e.g. 'Yes').
Select the elements that will show once this answer is selected (e.g. Protective Gear section).
Note:
Any type of form element can be shown/hidden using conditional logic (e.g. text fields, sections, headers etc.).
Multiple form elements can be shown/hidden based on a single answer (e.g. If 'YES' then show 'Section A', 'Description text field', and 'Multiple choice question' etc.)
Multiple conditions can be created for the same question (e.g. Condition 1 = If 'NO' then show 'Section A'. Condition 2 = If 'YES' then show 'Section B'.
Tip: By default the conditions will be labelled 1, 2, 3 etc. If you are creating many conditions, giving them clear labels will make them easier to manage.
Once you're happy with the conditional logic, Save and Publish the Form Template.
When a Form is added to a job or job phase, the selected elements will remain hidden to the person filling in the form, unless they select the answer set in the condition.
Important note: The hidden elements will not display on the final PDF document (e.g. the Protective Gear section does not render on the PDF because the person filling in the Form selected 'No').
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