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.
