Using Conditional Sections
Conditional sections give you the ability to hide or display a block of questions depending on the answer to a Yes/No Conditional Section Header
Conditional sections are a powerful tool that gives you more flexibility in your Form Building.
In this Article
- If you have questions that differ depending on food type e.g. Sous Vide cooking temperatures. You can use Conditional Sections to have different numeric boundaries. The Conditional Section could simply ask 'Are you cooking with Poultry':
- If answered 'yes', then the questions in the form will appear with questions below having the correct pre-set numeric boundaries for poultry.
- If answered 'no', then the questions will be hidden.
- If your team is forgetting to complete their Ad Hoc Forms, you could change the Schedule to Daily then use a conditional section to stop them from having to complete the whole form if it's not relevant. The Conditional Section could simply ask 'Did you need to complete this form today?':
- If answered 'yes', then the questions in the form will appear.
- If answered 'no', then they will be hidden so your team can save the form.
Adding Conditional Sections
Conditional Sections work in the same way as Section Headers. It's very simple to add them to your forms:
- Login to your Administration Console (Web).
- Go to Forms.
- Either create a Custom Form or Alter an Existing form.
- Click Conditional Section.
- Enter the Text.
- Add the Questions you want to show or hide below the Conditional Section.
- If you want to add more questions that aren't affected by the conditional section then add a Section Header to close the Conditional Section.
My team keeps forgetting to complete the Receiving a Delivery Form. I'm going to add a Conditional Section to my Receiving a Delivery Form and schedule it to Daily so it can be added to their daily reminders:
- Edit the Safe Food Pro Default Receiving a Delivery form.
- Change the Schedule to Daily.
- Click Conditional Section.
- Add a Question Text - were there any deliveries today?
- Click the toggle to make the Conditional Section allow multiple answers.
This way if we have multiple deliveries that day we can continue to add them to the one form by repeating all of the questions.
- Move the Conditional Section to the top of the form.
For example you may want to schedule a daily Delivery Form but don't receive a delivery every day, so (as in the video above) you add a Conditional Section asking 'Was there a delivery today?' and if the user checks 'Yes' the form then displays the normal questions from within the conditional section about the delivered goods. However, if there are no deliveries the app user can immediately click on 'SAVE FINAL' to show that they have completed the form and that there were no deliveries.
For more information on this email firstname.lastname@example.org.
Once you've set up your Form, head over to the App to start filling it out:
- If you didn't receive a delivery that day then you can just click save final.
- If you did receive a delivery then select yes and continue to fill in the form as normal.
Tips & Tricks
Here are a few tips you may want to be aware of when setting up your Conditional Sections:
- Conditional Sections only hide and display Questions, if you are using Section Headers, Collapsible Panels or Instruction Text these can not be hidden.
- Conditional Sections can be used for repeating sections, just as Section Headers are. Once you have selected Yes then you can repeat the section as needed.
- The default for Conditional Sections is to hide the section, to reveal the section you have to select Yes.