By incorporating conditional logic in forms, you can enhance your form with intelligent features that guide users through different pathways based on scoring or scenarios.
Questions will be organized into sections, with subsequent sections being determined by the answers provided in the previous section's questions.
Requirements
For Logic to be enabled on your form, your form must have the minimum requirements.
- Minimum of 2 sections.
- Each section must have a scorable question.
- Multiple choice
- Boolean (Yes/No)
Logic Guide
Logic within Forms allow you to dictate what questions will be shown to the assignee when they are completing the form.
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When you have logic enabled, you have the ability to have the form to be sent to a manager.
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Progression pathway
The Progression pathway enables you to define the pathway based on the total score of the section. This criteria allows you to determine an action if the section's score either surpasses or falls below the defined score.
You have the option to define the criteria:
- Less than
- Less than or equal to
- Greater than
- Greater than or equal to
- Equals
Progression Pathway
If the progression pathway has been met, or has not been met, you can define the action to be either:
- Progress to Section 'x'
- Submit the form
Example
In this use case, if the user answers 'Yes' to the question about water supply, they will earn a score of 5 points for that section. This score determines how the assignee proceeds in the progression pathway. The progression pathway can be configured to suit the form needs.
- If the user scores less than 5 points in Section 1, they will need to advance to Section 2 to provide further details or answer additional questions.
- However, achieving a score of 5 points in Section 1 allows the user to move forward and submit the form without the need for further explanations or follow-up questions.
