Run 12 → Add Logic to Forms

Try it!

→ in SwitchBase Web

Key Reading for Admins

Start by reading → Add Logic to Forms (3 min)

SwitchBase Web Checklist

Adding Logic to Forms and Reports

  1. Log into SwitchBase

  2. Open your Test Track sandbox organization

  1. Start a Risk Report Form with 3 Fields (Medical, Missing Person, and Non-Medical) to be used in Steps 5-7 to create your branching logic.

  2. Add a Related Field to your Risk Report Form. This will allow you to pull in Records from the Issue Form

  1. Add logic into a unique Medical branch

  2. Apply logic to a unique Missing Person branch

  3. Use logic to create a unique Non-Medical branch

→ on SwitchBase Web or SwitchBase Mobile

Complete with SwitchBase Web → or

→ SwitchBase Mobile. Your pick!

Add a Few Risky Issues

  1. Create a Non-Medical, alcohol-related risk Record with the Issue Form → Hint ✋

    • Pick your Event → ex. Magic vs. Stars
    • Issue Status → Created
    • Issue Type → Security
    • Location → Location 1
    • Description → Drunk patron had to be escorted off of the property. Verbally abusive to staff.
    • Click Create

  2. Create a Lost Child incident in the Issue Form

    • Pick your Event → ex. Magic vs. Stars
    • Issue Status → Created
    • Issue Type → Security
    • Location → Location 2
    • Description → 7-year-old girl with light blue Thunderhawk hoodie.
    • Click Create

  3. Add a Medical Issue

    • Pick your Event → ex. Magic vs. Stars
    • Issue Status → Created
    • Issue Type → Medical
    • Location → Location 3
    • Description → A patron fell on the stairs, sustaining a minor scrape and a twisted ankle. The ankle was taped, and a bandage was applied to the scrape.
    • Click Create

Attach the above 3 Risky situations to your Risk Reporting Form

Create 3 Records using your Risk Reporting Form in steps 1-3 below, remember that it's →

  • Important: To save time by clicking the Related Link Field option and pulling in the Related information into the Risk Forms that you created above
  • Don't enter the same information twice!

  1. Add a Risk Reporting Record that reports the Non-Medical issue above (See #1)

  2. Add a Risk Reporting Record for the Missing Person issue above (See #2)

  3. Add a Risk Reporting Record for the Medical issue above (See #3)

Create and Share a Risk Report Dashboard and 3 related Reports in SwitchBase Web

Create a Risk Reports Dashboard Steps ▶

  1. Sort your finished Risk Report Dashboard/Report for each of the three types of Risks →

    • Medical
    • Non-Medical
    • Missing Person

  2. Add a Records Table to display the following specifics →

    • Rick Option
    • Record Key
    • Was the person injured
    • Has the Risk team made contact?
    • Description

  3. Generate three PDF Reports by sorting and creating the following →

    • Medical Risk Report
    • Non-Medical Risk Report
    • Missing Person Risk Report

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Run 12 → Add Logic to Forms