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:
Navigate to Checklists
Click the Checklist you want to add logic to
Click Edit
Click the header of any Page
Click Add Logic
Select which type of logic you want to add and configure
Click Accept Changes
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: