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— Logic in Forms

About Branching Logic in Forms​

Logic let's you branch out to different paths.

Branching can shorten and streamline your Forms — guaranteeing that only relevant fields are shown to team members. (They will appreciate it!)

In this use case, we'll build three branches into a single Risk Report Form — applying logic to Medical, Non-Medical, and Missing Person incidents. Picking any one of the three branches will send team members down a custom path.

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Also, notice the Link Record field in the three Branches above. This allows you to pull Related Records from other Forms — as was the case in Lesson 6 Link Records & Risk Reports. Attaching Incident/Issue Records to Risk Records can avoid a duplication of effort.

Create the Fields & Options Needed for Future Branching Logic​

Create a Form with the required fields and options required to set up your future branch logic:

  1. Click Form → Create Form

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  2. Pick Blank → followed by Confirm & Create

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  3. Enter a name in the Form Name field → ex. Risk Reporting

  4. Click Add Field

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Add your 'Select' Branching Field​

  1. As the Field Type pick → Select

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  2. In the Field Name box enter → Select a Risk Option

  3. Add 3 Options → Medical, Missing Person, & Non-Medical

  4. Pick unique Colors for each → making them easier to identify later in a Dashboard

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  5. Click ✓ Save Changes every so often → so if you are interrupted, you won't need to start again

Clicking Link Record will let you select and merge Related Fields from separate Forms.

To add a Link Record field:

  1. Click Add Field

  2. As the Field Type select → Related Field

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  3. In the Field Name box enter → Related Issue

  4. As your Related Form pick → Issue

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  5. Before moving on and creating your branch logic, view how the Form is shaping up so far → and click ✓ Save Changes

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Branch 1: Medical​

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Add your questions regarding Medical risks one-by-one, then add Logic to tie them all together.

Logic is always triggered by prior selections. For example, if the branching logic is executed properly, when a team member selects Medical, they won't see any of the Missing Person or Non-Medical fields.

  1. Pick Add Field

  2. Pick the Select field type

  3. Enter your Field Name → Was the person injured?

  4. Enter your answer choice options → Yes & No→ colors optional

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Important: Switch to the Logic Tab​

  1. Click the Logic tab

  2. In the Add display logic drop-down, select the parent field → Select a Risk Option

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  3. Select the branch option → Medical

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  4. Add an Injury Description Text field

  5. Use the Logic tab to set the above Injury Description field to trigger when Yes is selected

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  6. Click ✓ Save Changes to preserve your work

Branch 2: Missing Person​

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Build the Missing Person series following the same steps used above in Branch 1: Medical. (You can position the Missing Person fields either above or below the Medical series fields.)

  1. Add a Select field with the prompt → Has the Risk Team made contact?

    • Add Yes/No options
    • Trigger the Logic to branch to this new Select box by a Missing Person choice from the Select a Risk Option field

  2. Add another Select field with the prompt → What support was provided?

    • Add Yes/No options
    • Trigger the Logic to your new Text field from the Yes prompt in the Has the Risk Team made contact? field

  3. Click ✓ Save Changes

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Branch 3: Non-Medical​

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This is an easy one. Build the Non-Medical branch using the same steps outlined above in Branch 1: Medical. Position the Non-Medical series either above or below the Medical or the Missing Person series.

  1. Add a Text field with the prompt → Summarize the Non-Medical Issue

    • Trigger the Logic to branch to this new Select box by a Non-Medical pick from the Select a Risk Option field

  2. Click ✓ Save Changes

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