Use Conditional Logic to Streamline Case Submissions

 

With conditional logic in a process form, admins can ensure that field workers creating a case will only fill the fields that are relevant to their submission by showing specific fields based on the value of other fields. For example

  1. An admin creates a form that will record office inventories

  2. The person using the form chooses "Mobile Phone" as the category of the asset

  3. Several fields related to "Mobile Phones" are displayed in the form while the unrelated fields are not displayed.

 

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Create a process form and conditionally display fields 

There’ll be 2 elements in implementing conditional logics in process forms

  1. Source Field - the value of this field will be the basis of other fields if they will be displayed or not

  2. Target Field - these are the fields that will be displayed conditionally based on the value of the source field

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Steps to add rules to conditionally display fields

  1. On the process’s fields tab, select the field that will determine which other fields are displayed based on its value (this is your source field)

  2. Click “edit” field
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  3. In the field settings modal, select the logic tab then select add logic

  4. In your rule’s condition (starts with When) define the value of the source field that determines when the target field should be shown

  5. To set up your rule’s action (beginning with Then), select the fields you want to display when the condition is met. These are considered targets for your rule.

  6. Click Add at the bottom-right of the “add rule” dialog

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Identifying "logics" in process forms


Target fields in a process are indicated by logic icons next to the field name.
Hovering over the icon will show the conditions that apply to that field

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Behavior of conditional logic

  1. It’s possible to add multiple conditional rules in a source field

  2. Target fields will not be displayed by default, and they are displayed when at least one of the source conditions are met.

  3. Target fields will only submit data if they are displayed when the case form is submitted.

  4. Required target fields are only required if they are displayed when the case form is submitted.

  5. If you remove a field from the case form, associated logic may also be removed.

  6. When more than one logic rule affects a target field, it will be shown when any of the rules are satisfied.