Conditional logic allows fields in form templates to appear or hide based on user responses. It helps keep forms relevant by only showing fields when specific conditions are met.
Definition
Conditional logic is a [need input] feature that shows or hides fields in a form based on predefined rules and user inputs.
What it’s used for
It is used to dynamically control which fields are visible in form templates, registers, mobile and tablet apps, and PDF downloads. This ensures users only see fields that are relevant to their responses.
When to use it
Use conditional logic when forms require different fields depending on answers, such as inspections, daily reports, pre-starts, or toolbox talks. It is also useful when combining visibility rules with lists, required fields, or workflows.
Basics
Advanced
The following video shows how conditional logic can work in conjunction with:
Lists
Required fields (which only apply when the fields are visible)
Workflows
Common Use Cases:
Here are some of the most common examples where conditional logic is used:
Checklists and Inspections
In this example, we trigger additional photo fields to appear when specific answers are given in the checklist.
Site Diaries and Daily Reports
In this example, we trigger additional fields to appear if the user indicates there was a delay or variation that day.
Pre-starts and Toolbox Talks
In this example, we trigger a prefilled text to appear as a warning, based on the user indicating the type of works selected for the day.