Dashpivot Conditional Logic: Basics

Learn how to use Dashpivot's conditional logic to hide/show additional fields based on the inputs on your forms.

Dashpivot's conditional/form logic enables you to streamline how people in the field or the office collect and input information by hiding unnecessary information until it needs to be filled out, or by displaying additional fields when a certain form field is selected.

For example, you may want to have an operator add a photo to a checkbox question if they mark 'No' on a pre start field to attach proof of the issue. The photo field will only display if the field is marked as 'No', and will stay hidden if every field is marked as 'Yes' or Okay'. This results in smaller and more manageable forms, and better quality information and proof

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Transscript:

Hi everyone, it's Sam from Sitemate, in this video we're going to look at how we can incorporate
some conditional logic into our form templates in Dashpivot and this is going to help us to trigger
additional fields to appear on our forms under certain conditions so an example might be if we
select yes to a certain question then we show some additional questions, if we select no then nothing happens or maybe a different set of questions appear so we're going to cover the basics in this video how to set it up and how to use it both on the website and in the mobile app so here we are on the Dashpivot website and we have a site diary template already set up it doesn't have any logic applied yet so I just want to show you if we open this up and create a new diary we have a pretty straightforward site diary report here so we have date, location, summary etc. down the bottom we've got two questions were there any delays on site today and do any variations need to be recorded processed and approved now what might be useful here is that if we select yes we might want to prompt for some additional information such as when did the delay occur, who was involved, were there any photos things like that but those fields probably aren't applicable 95% of the time because you're not experiencing delays on a daily basis so you you kind of don't want to show those fields all the time but when they're important you definitely want to have them in the form so this is what conditional logic will help you achieve so if we can we can set it up so that if we select yes then it shows those additional questions and we can do this for multiple fields and have multiple fields appear with logic included below so let's take a look at how we can set this up we need to click edit template and in the template builder we scroll down and you can see that we've got these two questions here now these two fields are using the yes/no field and this field can have logic applied we know that because it's actually got this little logic icon displayed here so the yes/no question has logic available the list field also has logic available in this example they're both yes/no questions so you can see here were there any delays on site today if we hover on the field the add logic button appears just below so if we click it it then allows us to set some conditions to define in what circumstances we want to show some additional questions and then in the drag and drop area we can then add in the fields that we want to show so in our case if the answer is yes so if the value equals yes then show these fields and we might just drag in a text field for a description we might add in a date field that is set to be a date and time range for the duration of the delay and we might add in a photo field at the bottom as well and what's really powerful about this is that we can make it so that maybe answering this delays question is required and then if we show these additional fields so if there were some delays we definitely want to capture some additional information so we're definitely going to want to know the duration
of the delay and a description and maybe the photos maybe you make it required maybe you don't it's really up to you but in this example let's say that we want to definitely capture that information and so we can do this we can repeat this process so we could do something oops, we can do something similar for variations we can click add logic and then we can add in a field for description and let's just leave it at description for now and maybe this one isn't required but it is required to answer the question but it's not required to give a response for whatever (Character limit)