Yes, we do have conditional logic in forms with form fields. In this article, we will go over what conditional logic is and why you want to use it. Then we will go over how to set up conditional logic with form fields.
If this is something you do not currently configured on your account reach out to your customer success manager to discuss how to get this set up.
What is Conditional Logic, and why would you want to use it?
Conditional Logic allows for the use of “If Then” logic in a form. You would want to use this if there are certain questions you would like your staff to answer based on the answer to a previous question, or if you wanted to bypass certain questions based on an answer.
Things to know before you use conditional logic.
Conditional logic in Workbright only works with form fields (more information here). Form logic only works with form fields set up as dropdown and radio buttons. Additionally it can only be used with forms with the submission type of “Digital Signature” or “Acknowledgement”.
How to set it up in a form.
Let's start by going to the form page. Navigate to the “Onboarding” screen by clicking on “Onboarding” in the navigation bar.
From here, select “Forms” from the sidebar on the left side of the screen.
Now that you are on the forms page, you will need to select the form that you want to add conditions to. You can access editing in two ways.
1. Find the row of the form you are going to edit, hover your mouse over the row, and a dropdown on the far right of the row will appear. Click into the dropdown and select “Edit”.
2. Click on the name of the form tol access the overview for that form. On the right side of this overview, there is a box for the Form Details. At the top of this box, there is a button “Edit Form”. Click the button, and you will enter the form editor.
Once on the Edit Form page. Scroll down to the section labeled Conditions. Click the “Add Condition” button to set up the form conditions.
After you click the button, a window will appear to specify field conditions. In this window, you will select your required values.
The first thing you will need to do is pick your “If” and “Equals” Values.
If: This assigns what the trigger value will be.
Equals: This is the value is the trigger that will active the next steps.
Meaning “If” this value “Equals” this value then do the following.
Note: This is only applicable to fields that are set up in dropdown or radio format.
Once you have selected your “If” and “Equal” values, you will select either “Show” or “Hide,” which will dictate what will appear or not appear from your list of “Linked Field(s)”.
Let’s break down what this will look like and how it will work, starting with Linked Fields(s).
In the Linked Fields section, you will open drop down with a checklist. Select the field(s) you would like conditions to be based on (Show or Hide). Staff responses in this field will determine the visibility of the linked field(s).
Now lets dig into the section “Do This”, where you wiill find the toggle for Show and Hide.
Show: Selecting the linked fields that you want to be shown. Hiding all of the other linked fields from view.
Hide: Select the linked fields that you do not want to be shown. All linked fields that are not selected will appear.
Note: If there are any from fields that are indicated as required, this will supersede that requirement.
Now that you have set up all the conditions click save to setup these conditions.
After you have saved this you will see that your condition with you values is shown under conditions.
You can add as many conditions as needed or applicable to your form.
Workbright has also set up logic to protect you from creating conflicting conditions.
It is important to note that the conditional logic can not be transferred or copied to another form and must be set up individually.
There you have it you are ready to set up Conditional Form Field Logic.
If you currently don’t have Conditional Form Field Logic and would like it set up on your account reach out to [email protected].