Creating & Managing Conditional Logic

 

 

Note: This feature is coming soon and is not yet generally available.

 

About

Conditional logic uses "If This, Then That" statements to add intelligent automation into forms, guiding users of a form through a workflow depending on their context.  Read more general information about conditional logic.

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View a Form's Existing Conditional Logic Rules

Conditional Logic rules define how the mobile form behaves (what parts of the form are hidden, shown, required, etc) based on the information provided by mobile users.  

 

When Viewing a Form in the Web Portal 

When you have a form with a lot of conditional logic rules and want an overview, this is the easiest way to see all of your conditional logic rules in a condensed form.

  1. Locate the desired form in the web portal. 
  2. Navigate to the Pages & Questions tab for that form.
  3. Scroll down to the bottom of the page, after the table displaying the pages and questions.  
  4. View all of the conditional logic rules at the bottom, under the Conditional Logic header.  Each Logic Element header shows a single rule, with its name, description, and behavior. 

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When Editing a Form in the Form Builder

  1. Edit the form to open it in the Form Builder. 
  2. Navigate to the Conditional Logic tab.
  3. Each of the conditional logic rules is listed in the left navigation drawer. 
  4. Select a rule on the left the view its details on the right.

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Create a Conditional Logic Rule

Conditional Logic rules define how the mobile form behaves (what parts of the form are hidden, shown, required, etc) based on the information provided by mobile users.    

  1. Edit the form to open it in the Form Builder. 
  2. Navigate to the Conditional Logic tab.
  3. Click on the Add a Rule button in the left navigation drawer. 
  4. Configure your rule.

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Delete a Conditional Logic Rule

If you would like to permanently remove a behaviour from your form, delete the desired conditional logic rule. Keep in mind that this will affect how the mobile form looks, as well as what information it requires from your field users.  It is a good idea to test the form thoroughly after removing a rule.  

  1. Edit the form to open it in the Form Builder. 
  2. Navigate to the Conditional Logic tab.
  3. Select the desired rule from the left navigation drawer.
  4. On the right, scroll down to the bottom of the rule.
  5. Click the Remove button, and click it again to confirm.
  6. The rule will be removed.   

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Copy a Conditional Logic Rule

If you are building a form with multiple pages containing the same questions and requirements, you may need to copy conditional logic rules. To copy a conditional logic rule:

  1. Edit the form to open it in the Form Builder. 
  2. Navigate to the Conditional Logic tab.
  3. Select the desired rule from the left navigation drawer.
  4. Select the Rule Menu icon 2017-06-27-HamburgerIcon.png next to the rule name.
  5. Select Copy Rule:
    2017-08-23-V2FB-CopyCondRule.png

  6. The new copy of the rule will appear in the left navigation drawer with a number added to the end of the name:
    2017-08-23-V2FB-CopyCondRule2.png

Note: If you copy a page or section with self-contained conditional logic rules (i.e., all conditions and effects are contained within the page or section being copied) then the conditional logic will also be copied.

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