Overview
Logic makes a Checklist dynamic: it shows or hides elements and whole pages based on conditions you set. You can branch on a previous answer, the day of the week, a Location Property, the Checklist's state, the completing User's group membership, or whether another element is visible — so each person sees a Checklist tailored to the situation rather than one long static form.
Users must be Super Users or have the following Role to add logic to a Checklist:
Checklists: Modify or Create
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 they're needed, day- or site-specific tasks surface automatically, and reviewers see their own fields. Less noise for the operator, more complete data for you.
Logic vs. triggers
Logic controls what the User sees — it shows and hides. Triggers control what happens — they raise Assignments, create Ad Hoc Slots, or require a comment or photo. If you want part of the form to appear or disappear, that's logic; if you want an answer to set off an action, that's a trigger.
The six condition types
Logic can be applied to an element or an entire page, using any of these conditions:
Condition | Shows/hides based on |
How an earlier question was answered. | |
The day of the week. | |
A Location Property set on the Location running the Checklist. | |
The Checklist's state, e.g. in progress vs. awaiting validation. | |
Whether the completing User belongs to a User Group. | |
Whether another element is currently visible. |
Adding logic to a page
To add logic to an entire page:
Go to
Checklistsand open the Checklist, then clickEdit.Click the header of the page.
Click
Add Logic, choose the condition type, and configure it.Click
Accept Changes, thenSave.
Heads-up: Page-level logic governs the whole page. If the page's condition isn't met, every element on it is hidden — even elements that individually would meet their own logic. Use page logic for content that should appear or disappear as a block.
Adding logic to an element
To add logic to a single element:
Go to
Checklists, open the Checklist, and clickEdit.Click the element you want to control.
Expand the
Logicsection and clickAdd Logic.Choose the condition type and configure it.
Click
Accept Changes, thenSave.
Frequently asked questions
Q: Can I combine more than one condition?
A: Yes. You can add multiple logic conditions to an element or page; configure them to suit how you want the element to appear.
Q: What's the difference between logic and a trigger?
A: Logic shows or hides parts of the Checklist; a trigger fires an action (Assignment, Ad Hoc Slot, or required comment/photo) when an answer meets a condition.
Q: Why is an element hidden even though its own logic is satisfied?
A: Check the page it sits on. If page-level logic isn't met, the whole page — and everything on it — is hidden regardless of each element's own conditions.