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Adding logic to a Checklist
Adding logic to a Checklist
Logan Bowlby avatar
Written by Logan Bowlby
Updated over a year ago

Overview

Logic in checklists enables dynamic question visibility. You can make certain questions or sections appear based on conditions, like specific weekdays or location properties. For instance, a task might only show up on Mondays or for certain locations with extra areas to check. Another common use is to show questions based on previous answers, making the checklist more efficient and relevant.

Users must be Super Users or have the following role to add logic to Checklists:

  • Checklists: Modify or Create


Types of logic

The following are the types of logic that can be applied on Checklist elements and pages:

  • Based on an answer to a question: utilizes previously answered questions to determine element/page visibility

  • Based on date and time: utilizes day of week to determine element/page visibility

  • Based on a property: utilizes the Location Properties setting to determine element/page visibility

  • Based on the checklist state: uses the checklist's state (i.e., in progress or awaiting validation) to determine element/page visibility

  • Based on a membership: utilizes an Assignees membership to defined User Groups to determine element/page visibility

  • Based on element visibility: utilizes the visibility of another element to determine element/page visibility


Adding logic to a Checklist

When adding logic, you have the ability to add this either to an element or to an entire page or a combination of both.

Adding logic to a Page

To add logic to an entire Page, follow these steps:

  1. Navigate to Checklists

  2. Click the Checklist you want to add logic to

  3. Click Edit

  4. Click the header of any Page

  5. Click Add Logic

  6. Select which type of logic you want to add and configure

  7. Click Accept Changes

  8. Click Save to activate these changes

Warning: When adding logic to an entire page, all elements of this page will be hidden unless the page meets the conditions of the applied logic even if there are elements on the page that do meet the conditions of their logic.

Adding logic to an Element

To add logic to an Element, follow these steps:

  1. Navigate to Checklists

  2. Click the Checklist you want to add logic to

  3. Click Edit

  4. Click the Element you want to add logic to

  5. Scroll to the Logic section and expand it

  6. Click Add Logic

  7. Select which type of logic you want to add and configure

  8. Click Accept Changes

  9. Click Save to activate these changes

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