Conditional logic allows your checklist forms to adapt dynamically based on technician responses. This feature ensures field staff only see relevant questions, reducing completion time and improving data quality.
How Conditional Logic Works
When a technician selects a specific answer, the form can automatically show or hide follow-up questions. This is configured through visibility rules tied to question responses.
Supported trigger types include:
- Single-select responses — show questions when a specific option is chosen
- Numeric thresholds — display fields when a value exceeds or falls below a set number
- Date comparisons — conditionally reveal questions based on relative dates
- Multi-select combinations — show content when specific option combinations are selected
Creating Your First Conditional Rule
- Navigate to Settings > Forms & Checklists > Templates
- Select the template you wish to modify, or create a new template
- Hover over the target question and click the Logic icon
- Click Add Condition
- Select the trigger question from the dropdown
- Define the condition (equals, greater than, contains, etc.)
- Save the rule
The conditional question will now display only when the rule is satisfied.
Example: Safety Inspection Flow
A common use case is the electrical safety inspection:
| Question | Logic Applied |
|---|---|
| "Is the panel energized?" | No logic — always shown |
| "Which voltage was detected?" | Shown only if "Yes" selected above |
| "Describe the lockout procedure used" | Shown only if voltage > 240V |
| "Upload photo of tag placement" | Shown only if lockout procedure described |
Nesting and Chaining Rules
Multiple conditions can be combined with AND or OR operators:
- AND: All conditions must be true for the question to appear
- OR: Any single condition being true triggers visibility
Conditions may also be nested up to three levels deep. Complex chains should be tested thoroughly before deployment.
Testing Your Logic
Before publishing a template, use the Preview mode to verify behavior:
- Click Preview in the template editor
- Step through the form with various response combinations
- Confirm conditional questions appear and hide as expected
- Check that required field validation respects hidden states
Limitations and Considerations
- Conditional logic is evaluated in sequence; circular dependencies are blocked by the editor
- Questions that are hidden by logic are not validated, even if marked required
- Logic rules cannot reference questions in repeating sections from outside those sections
- Mobile app versions prior to 3.1 will display all questions regardless of logic
Best Practices
- Design your full question flow before adding logic — it is easier to build the complete set first
- Use clear, descriptive labels so technicians understand why questions appear or disappear
- Document your logic rules in the template description field for future administrators
- Avoid excessive nesting; consider splitting complex forms into multiple templates
See also:
- Creating a Custom Checklist Template
- Assigning Checklists to Work Orders
- Completing a Checklist in the Field
- Safety Form Requirements and Compliance Tracking