Overview: Conditional Logic

 

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

About

Every workday involves making thousands of decisions based on past information and current conditions. This is conditional logic. Applying it to mobile forms adds intelligent automation to forms, thereby speeding up any workflow.

Conditional logic is based on the structure: "If This, Then That." You create a task or action that happens when certain conditions are true. Set up the condition, choose the action that occurs.

We see this all the time in paper forms: "If NO, then add detail below." Conditional logic improves the speed and quality of data collection in the field by guiding the mobile user through a workflow relevant to the job's context: they require less training and spend less time filling out forms.

 

Demo Video

 

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Conditional Statements

As mentioned above, the basis for conditional logic is "If This, Then That." If This is true, then That action will happen. This is a conditional statement. Using the example of a site inspection form:

If the room being inspected equals the common room, then show the "common room" section, hide the "washroom" section, and hide the "warehouse" section.

Else If statements allow you to define additional outcomes, if the original If is not true. 

If the room being inspected equals the common room, then show the "common room" section, hide the "washroom" section, and hide the "warehouse" section.

Else If the room being inspected equals the washroom, then show the "washroom" section, hide the "common area" section, and hide the "warehouse" section.

Else If the room being inspected equals the warehouse, then show the "warehouse" section, hide the "common area" section, and hide the "washroom" section.

Else, hide the "common room" section, hide the "washroom" section, and hide the "warehouse" section.

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Benefits of Conditional Logic

Conditional Logic can be used to build more powerful and dynamic forms that react to the context of a job, in real-time.  As mobile users fill out the form, the flow and requirements can change based on their answers.

This helps you to: 

  • Build forms with different branches, allowing you to merge similar forms into one
  • Require additional information in specific scenarios, enforcing different requirements in different contexts
  • Hide information that is irrelevant to the current task, streamlining a users workflow
  • Guide users to complete tasks correctly and in the correct flow, reducing the the time it takes to train users to complete a job properly

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Supported Operators and Actions

See the full definitions of available operators and actions.  

If... (an answer) Then...
  • Is equal to/not equal to
  • Is greater than/less than
  • Is greater than or equal to
  • Is less than or equal to
  • Is between
  • Contains
  • Set page ignored/not ignored
  • Set section ignored/not ignored
  • Set question visible/not visible
  • Set question required/not required
  • Set question read-only/not read only
  • Set the value of a question
  • Clear a question
  • Reset a question

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Additional Documentation

 

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