How do I add conditions in a form or checklist? - Web Version
⚠️ PAY FEATURE: To create forms or use conditionals, you must have an Enterprise license. If you are interested, contact our support.
What are conditionals?
The conditional feature changes the question(s) or section(s) that will appear in your Form, depending on the answer given to the current question. In other words, the conditionals create a custom control path that varies according to the responses provided by the person in charge of the control. Conditionals differ depending on the rules you set within your Form template.
How can you add a condition in your Form template?
To add a condition to your Form template, simply add it to the "conditional rule" column for the question or section to which you want to apply the condition. This section or question will only be displayed if the condition is met.
What types of conditions can you add to your Forms or Checklists?
- A SIMPLE CONDITION
⚠️ !!! The question to which you refer in your condition must necessarily be related to a question previously asked in your Form.
⚠️ !!! By default, if you do not have a section in your Form, the application considers that you only have one. It will therefore be necessary to add "S1" in your different conditions.
1. Choice of two response options (PredefinedString)
Nomenclature: eq (S1_Q1, "Yes")
→ answer to question 1 of section 1 must be "Yes"
2. Limited number of numeric responses (PredefinedNumber)
Nomenclature: eq (S1_Q1, "5")
→ answer to question 1 of section 1 must be "5"
3. If the answer is considered compliant (isConform)
a) isConform (S1_Q1)
→ answer to question 1 of section 1 must be in accordance
b) isConform (S1_Q1, "True")
→ answer must comply
c) isConform (S1_Q1, "False")
→ answer to question 1 of section 1 must be non-compliant
4. If the answer is N / A (isNA)
Nomenclature: isNA (S1_Q1)
→ the answer to question 1 of section 1 must be N / A
- A COMBINATION OF CONDITIONS
With this feature, you have the option to combine multiple conditions in the same question or section.
In this case, we can use two different operators:
1. The "OR" that is written "OR" in your template
2. The "AND" that is written "AND" in your template
⚠️ It is possible to issue a condition only between two maximum values. To add a third value, you must add a condition. Here is an example: to display a question if question 1, 2 or 3 is correct, you must write it in this way:
2 options: OR (eq (ref, "value"), eq (ref, "value"))
3 options: OR (eq (ref, "value"), eq (ref, "value")), eq (ref, "value"))
4 options: OR (OR (eq (ref, "value"), eq (ref, "value")), OR (eq (ref, "value"), eq (ref, "value")))
- ref → reference to your question or section
*value → value of the condition that must be met
Template type: This column allows you to add sections and questions to your Form template. If you want to create a section, add "SECTION" in the cell of the corresponding "Type" column. Conversely, to add a question, add the word "QUESTION" in the appropriate cell.
To understand this, here is an example of a Form template that contains 2 sections with 3 questions in each of them:
- How to create and load a new Form template
- How to create a Form
- How to view Forms
- How to create multiple Forms
Encountering any problem or got some questions? Contact our support here or ask your questions online directly via the app.