What is conditional logic?
Conditional logic allows you to show specific job fields based on what is chosen in a previous picklist or checkbox.
Conditional logic only works with the picklist and checkbox custom field types.
Conditional logic works like a flow chart:
If > I select this item > Then > show this additional information, as shown below:
Why should I use conditional logic?
With conditional logic, if you have a complex job with many fields of information your workers need to fill out, you can simplify this down by only showing the required fields based on the options the worker chooses.
How do I enable conditional logic?
Conditional logic is disabled by default. If you wish to enable this on your account, please send an email to firstname.lastname@example.org and we can turn this feature on for you.
How do I set up conditional logic?
Once conditional logic has been enabled for your account, you can set this up per job template in the job templates admin page.
Just enable the conditional logic check box next to any picklist or checkbox as shown below:
With conditional logic, it is sometimes a good idea to sketch out your workflow before you start adding custom fields and sections. This can help to create your job sections before you start.
Here is an example:
How do I use conditional logic?
Nesting many sections can get complicated. It is a good idea to run a few test jobs and view them in the mobile app before going live with the template.
- Conditional logic is set for a job template. Choose or create the job template that you want the conditional logic to be used in.
- Click into the template's custom fields tab.
- Set up your custom field sections:
- Link up the workflow to your picklists and checkboxes
- Save the template then test the picklists and checkbox options.
This is what it looks like on the worker's phone (example is Android):
|Nothing chosen||Choose yes shows section||Choose no shows nothing|
Some tips on setting up conditional logic