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Adding logic to a Checklist

Show or hide Checklist pages and elements with logic: the six condition types, All vs One, the operators for each question type, and fixes.

Written by Logan Bowlby

Overview

Logic makes a Checklist dynamic: it shows or hides pages and elements while someone completes the Checklist in the mobile app. You can branch on an earlier answer, the day of the week, a Location Property, the Checklist state, the completing User's User Group membership, or whether another element is visible — so each person sees only what applies to them.

At a glance

Who can do this

Super Users, a Role with Checklists › Modify (or Create, for Checklists you created), or an Administrator or Editor of the Checklist's permission folder

Where

Checklists › a Checklist › Edit › a page header or element › Logic

Works on

Backend (web) to set up. Logic runs in the mobile app while the Checklist is completed.

Availability

All organizations

💡 Why this matters: A Checklist that asks everyone everything is slow to complete and easy to get wrong. Logic keeps it short and relevant — follow-up questions appear only when needed, day- or site-specific tasks surface automatically, and reviewers see their own fields.


Logic or trigger

Logic controls what the User sees — it shows and hides. Triggers control what happens — they create an Assignment or an Ad Hoc Slot, or require a comment or photo. If part of the form should appear or disappear, use logic; if an answer should set off an action, use a trigger. See Adding triggers to a checklist.


The six condition types

Click Add Logic and choose one of these condition types. Each has its own article with examples.

Condition type

Shows or hides based on

How an earlier question was answered.

The day of the week (Weekday) when the Checklist is completed.

The Location Properties of the Location the Checklist is completed for.

Whether the Checklist is Awaiting Validation — the only state you can choose.

Whether the completing User belongs to the chosen User Groups.

Whether another element is Visible or Not visible.


Combine several conditions

You can add several conditions to one page or element. At the top of the logic panel, choose how they combine: Show this element if All conditions are met, or Show this element if One or more conditions are met. Use All when every condition must hold, and One when any of them is enough — for example, to show a question on Tuesday or Thursday.


Operators by question type

For a condition based on an answer, the operators you can pick depend on the type of question the condition reads:

Question type

Operators

Select Question, Text Question, Email Question

equal to, not equal to

Number Question, Slider Question

less than, less than or equals, equal to, not equal to, greater than or equals, greater than

Smiley Question

better than, worse than, equal to, answered with N/A

Temperature Question

Colder than, Colder than or equals, Warmer than or equals, Warmer than

Duration Question

greater than, less than

Date Question

a number of hours: or more, in the past · or more, in the future · or less, in the past · or less, in the future

Scanner Question, Photo Question, File Question, Signature Question

Answered, Not answered

Water Quality Question with a ruleset

below the rule's range, within the rule's range, above the rule's range

The other condition types have fixed operators: Weekday and the checklist state use equal to or not equal to; Location Properties and User Group membership use contains all, contains any, does not contain all or does not contain any; element visibility uses Visible or Not visible.


Add logic to a page

  1. Go to Checklists, select the Checklist and click Edit.

  2. Click the header of the page.

  3. In Logic, click Add Logic, choose the condition type and set the condition.

  4. Click Accept Changes, then Save.

Adding logic to an entire page in the Checklist editor

⚠️ Heads-up: Page logic governs the whole page. If the page's condition isn't met, every element on it is hidden — even elements whose own logic is met. Use page logic for content that should appear or disappear as a block.


Add logic to an element

  1. Go to Checklists, select the Checklist and click Edit.

  2. Click the element you want to control.

  3. Expand the Logic section and click Add Logic.

  4. Choose the condition type and set the condition.

  5. Click Accept Changes, then Save.

Adding logic to a single element in the Checklist editor

ℹ️ Note: Hidden questions don't have to be answered, so a Checklist can still be submitted when logic hides a required question. A logic condition that isn't fully set up stops you from saving the Checklist; a circular dependency (two elements depending on each other) only shows a warning, but can make the Checklist impossible to complete.


Best practices

  • Use page logic for blocks of related questions, and element logic for single follow-up questions.

  • Check All versus One whenever a page or element has more than one condition.

  • Avoid chains where a condition reads a question that is itself hidden by logic — they are hard to follow and easy to break.

  • Test the Checklist in the mobile app with each answer path before you schedule it.


Frequently asked questions

Can I show questions only on certain days, weeks or times of year?

Only by day of the week. Based on date and time offers Weekday only — there's no condition for dates, weeks or seasons. For rotating or seasonal tasks, schedule separate Checklists instead. See How to schedule a Checklist.

Can I skip the rest of a checklist if a question is answered "No"?

Yes. Add page logic to the later pages so they show only when that question is equal to "Yes". Hidden questions don't need answers, so the Checklist can still be submitted. Logic can't end a Checklist on its own; it only hides content.

Can I show questions only for certain rides or Locations?

Yes. Give those Locations a Location Property and use Based on a property. See Logic based on a Location property.

Can logic in one checklist depend on another checklist?

No. Logic only reads answers and states within the same Checklist. It can't check whether another Checklist was completed or copy answers across Checklists.

I set logic for Tuesday and Thursday, but the question never shows. Why?

The conditions are probably set to All. A day can't be Tuesday and Thursday at once, so the question never appears. Change it to One or more conditions are met.

My page doesn't open in the app even though its logic looks right. Why?

Check whether the question your condition reads is itself hidden by logic, or sits on a hidden page. A hidden question has no answer, so everything that depends on it stays hidden too. Also check the page's own logic.

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