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Conditional logic

Conditional logic makes the questionnaire react to what the inspector answers. It is written on a question, as a sentence: If the answer is one of Non-Compliant then Require media. A question can carry several conditions, and capture applies them all.

In the editor, on the question’s card:

  • Add a condition, at the bottom of the card;
  • or the lightning bolt that appears when you hover an answer (“If the answer is Non-Compliant…”): the condition opens already filled with that answer. If a condition already targets that answer, that one reopens.

The sentence is written in the card: the condition, then, then one or more consequences. Confirm saves it; Remove the condition deletes it; Esc closes it without saving anything (and asks before leaving aside what you wrote).

A confirmed condition then reads as one sentence on the card (“If the answer is Non-Compliant: photo required, action required”): a click reopens it.

On a phone, the logic is in the question’s panel: Add logic (or Edit the logic), then Add a condition and Add a consequence.

A condition can be set on choice answers, a number or a slider.

  • Choice answers: If the answer is one of, is not one of, is, is not, contains or does not contain, then the answer or answers targeted. Answer adds another one, joined by “or”.
  • Number or slider: If the value is less than, less than or equal to, equal to, not equal to, greater than or equal to, greater than, between or not between, then the value (“1,5” as well as “1.5”) — two values for between.

Confirm waits for a complete condition: at least one answer picked, or a value, and at least one consequence.

Changing a question’s answers or type can remove the conditions that no longer fit it: comparing numbers makes no sense on a choice. The editor says so before changing.

Consequence During the inspection
Ask questions follow-up questions appear just below, only when the condition is met
Require a note the inspector writes a comment
Require media the inspector attaches at least one photo or video
Require an action the inspector creates a corrective action
Notify people are told, right away or at the end of the inspection
Skip to the end the inspection ends without the following questions — for stop cases (“site closed”)

Each consequence is added only once per condition, and Skip to the end does not combine with Ask questions.

The three “Require” consequences set visible requirements during the inspection (Note required, Media required, Action required): it cannot be finished until they are cleared.

With Ask questions, an “Asked if the answer is…” block opens in the sentence. Write each follow-up question there; Enter moves to the next. A follow-up question starts as Text: its type is picked in the list next to it.

Once the condition is confirmed, the follow-up questions show under their question, as cards edited the same way. Removing the condition removes them too: the editor asks first.

Notify adds the People notified to the sentence: A person adds one, picked among the organization’s members. Then When: Right away (as soon as the answer is given, inspection still running) or At the end of the inspection. These people get a notification and an email, according to their preferences.

With nobody to notify, Confirm waits: pick at least one recipient.