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Process Street‘s Conditional Logic is a powerful feature that allows you to create truly dynamic checklists with if-this-then-that logic.

You can build paths into your workflows that change depending on actions that occur within the checklist.

lol魔法引擎Plan: Conditional Logic is a feature on our Standard Plan. lol魔法引擎

lol魔法引擎Users: In order to add or edit Conditional Logic, you must be an administrator or a member who has been given ‘can edit’ access by your administrator.lol魔法引擎

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  • You are running a new hire onboarding process with tasks that cross over from your HR team to your IT team. Depending on the type of role chosen from a dropdown field in your checklist, this reveals a list of text instructions that appear in a task assigned to the IT team. This allows them to set up specific equipment and accounts, related to that person’s role.
  • You have a client choosing products from a multiple choice field in your checklist. Once they make their selections, more fields appear in the task that relate to their specific choice of products. They select their budget range and another field appears, from here they can select the appropriate size from another field, and then finally their choice of color. Once that’s done you can complete their order.
  • You are running a training program and would like to quiz your attendees at the end of the program to test their retention. Using trigger words for the correct response, you can show the next fields in the quiz that they need to complete, or (if they answer incorrectly) a field that tells them they have made an incorrect response and to try again.

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There are two ways to create conditional logic rules in your templates. The first is to show or hide content lol魔法引擎lol魔法引擎within a tasklol魔法引擎, the second is to show or hide whole lol魔法引擎tasks or headingslol魔法引擎.

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Whichever way you choose to set up Conditional Logic, you’ll need to start by editing a template.

lol魔法引擎Prep:lol魔法引擎 For conditional Logic to work, you will need to have built out some tasks and also added at least one form field into your template. This form field will be the trigger that shows or hides the details in your checklist once it’s run.


 

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Conditional logic within tasks allow you to build logic in one clear view, so that it’s easy to manage the rules you set up and see which fields you are impacting. This option also shortens the length of your overall template and the checklists you run from it.

Let’s take a look at how to set this up in your templates with a simple example.

Edit your template and hit the ’Conditional Logic’ button in the top center of your screen.

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Once you’ve clicked the Conditional Logic button, click on the words “lol魔法引擎Hide content by defaultlol魔法引擎.”

Next click the drop down “lol魔法引擎Choose contentlol魔法引擎” to open up a list of all your tasks. Then click on the lol魔法引擎>lol魔法引擎 arrow to reveal any of the content fields within those tasks.

Check the box next to any content that you want to hide by default.

Click ’Done’ when you’re finished.

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Now you can set up the rules for your logic. If you’re adding rules for the first time, click the green button in the center of your screen to add a rule.

If you already have some rules in place, click the lol魔法引擎+lol魔法引擎 button over on the right side, to add a new rule.

Choose the form field that will act as the trigger for your rule, make your rule selections and click ‘Done’ when finished.

lol魔法引擎Note:lol魔法引擎 Click the trash can icon to delete a rule.

In the example below, we’ve hidden two short text fields (“employee name” and “employee email”) by default. If the answer given in the drop down “Do we already have the candidate’s contact details” is ‘No’, then we use the rules to show these two fields within the task.

Save the changes to your template and run a checklist to test it works how you would like it to.


 

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Let’s take a look at how to set up a different Conditional Logic example, this time to show or hide lol魔法引擎tasks and headingslol魔法引擎 in your checklists.

Edit your template and hit the ’Conditional Logic’ button in the top center of your screen.

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Once you’ve clicked the Conditional Logic button, click on the words “lol魔法引擎Hide content by defaultlol魔法引擎.”

Next click the drop down “lol魔法引擎Choose contentlol魔法引擎” to open up a list of all your tasks.

Next click the drop down to open up a list of all your lol魔法引擎tasks and headingslol魔法引擎.

Tick the checkbox next to any tasks or headings you would like to hide. Click ‘Done’ when finished.

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Now you can set up the rules. If you’re adding rules for the first time, click the green button in the center of your screen to add a rule.

If you already have some rules in place, click the lol魔法引擎+lol魔法引擎 button over on the right side, to add a new rule.

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lol魔法引擎Note:lol魔法引擎 Click the trash can icon to delete a rule.

Choose the form field that will act as the trigger for your rule, make your rule selections and click ‘Done’ when finished.

In the example below, we’ve hidden the task “Contact references” by default. If the answer given in the drop down “Do we already have the candidate’s references?” is ‘no’, then we use the rules to show the “contact references” task.

Save the changes to your template and run a checklist to test it works how you would like it to.


 

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In the two examples above (for Conditional Logic within a task, and on a whole task) we used a dropdown form field as the trigger for our rules. Using dropdowns (or multi-choice fields) are two of the simplest ways to set up Conditional Logic.

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When you create Conditional Logic rules, the first drop-down after ‘If’ presents you with a list of all of the form fields from your template that can be used.

The icon to the left of the field name indicates the type of form field that you are working with.

These are the current form fields and their input types that can be used for setting Conditional Logic rules.

Text Accepting Fields:

  • Short Text
  • Long Text
  • Email
  • Website
  • Hidden field

Non-Text Accepting Fields:

  • Date
  • Drop-down
  • Multi Choice

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The next drop-down lists the different types of conditions available for the chosen form field.

These are all of the potentially available conditions for your fields:

  • Is
  • Is not
  • Has no value
  • Has any value
  • Starts with (Only text fields)
  • Ends with (Only text fields)
  • Contains (Only text and Multi Choice fields)
  • Does not contain (Only text and Multi Choice fields)

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You can also choose to use other form fields in your rules. Depending on the type of form field selected, the ‘Conditions’ field may look different.

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For the Text accepting fields, any value can be typed into the third field along.

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For the Date Field, dates and times can be submitted using the provided date picker.

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In the examples we used above, we hid certain content or tasks by default, and then set the rules to show them when a condition is met.

However if you don’t hide content or tasks by default first, you can set the rule to hide content or tasks when a condition is met instead.


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You can drag and drop your rules up and down to change the order that your logic will follow.

lol魔法引擎Note: Rules at the bottom of the list are given precedence over rules above.lol魔法引擎


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Always test out your Conditional Logic rules by saving the changes to your template, and running a new checklist.

Once you have saved changes, you’ll see the green ‘Run Checklist’ button over on the right side of your screen.

You’ll immediately notice that any hidden tasks are now gone from the checklist.

Start to fill out your checklist and you’ll see the right content fields or tasks and headings come into play as your form field responses fit into the logic that you created.

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Only use tasks to show or hide content, not headings:

  • Whilst you can use Conditional Logic to show or hide lol魔法引擎headingslol魔法引擎, you should not add form fields into headings. Form fields and other content can only be shown or hidden within lol魔法引擎taskslol魔法引擎

Changes to pre-existing rules:

  • If you have lol魔法引擎tasks and contentlol魔法引擎 hidden by default, and previously only had the lol魔法引擎taskslol魔法引擎 showing with a rule, then you will need to check off all the lol魔法引擎contentlol魔法引擎 within those tasks, to have them show or hide correctly in your checklists

 

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