Logic

Important 

Choose an option below to explore the documentation for the latest user interface (UI) or the classic UI.

For each page or field in an assessment template, you can configure logic, whereby if certain conditions are met, a specified action occurs. You can create, edit, and delete logic conditions using the logic settings on the Template Designer tab and the Template Logic tab.

Note 
  • Any logic you configure for a given field takes priority over the Visible and Required settings that you may have set in the sidebar.
  • Any logic you configure via the Template Designer tab appears on the Template Logic tab, and vice versa.

Example

Question 6 in your template, a Checkbox field, asks if your organization has reviewed how they ask for and record consent.

Question 7, a Date Picker field, asks by when the task will be complete. If the response to Question 6 is "Successfully implemented" or "Not applicable", there is no need to show Question 7.

Therefore, you configure the logic for Question 7 as follows:

  • Visible If: If the user responds to Question 6 with "Not yet implemented," Question 7 is shown.
  • Required If: Furthermore, if the user responds to Question 6 with "Not yet implemented," Question 7 is a mandatory question.