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Logic, triggers and scoring

Control visibility, automate follow-up work and score inspection answers.

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Add logic to a ChecklistShow or hide Checklist pages and elements with logic: choose conditions, combine them with All or One and select comparison operators.
Set logic based on a question answerShow or hide Checklist pages and elements based on an answer: set the condition, how each question type compares, and when it's checked.
Set Checklist logic by day of the weekShow or hide Checklist content with a Weekday condition, combine several days and understand the limits of date-based logic.
Set logic based on a Location PropertyShow or hide Checklist content using Location Properties, choose a comparison operator and check which Location supplies the property.
Set logic based on User Group membershipShow or hide Checklist content using the completing User's User Groups, and choose the appropriate comparison operator.
Set logic based on Element visibilityShow or hide Checklist content by whether a chosen question is shown: set up the condition, what counts as visible, and how chains behave.
Set logic based on the Checklist stateShow or hide a Checklist page or element depending on whether it is Awaiting Validation, to split assignee questions from reviewer questions.
Add triggers to a ChecklistUse Checklist triggers to create Assignments or Ad Hoc Slots, or require comments and photos when an answer meets a condition.
Assignment triggers in ChecklistsRaise an Assignment from a Checklist answer: supported questions, the trigger's options, and whether the User confirms it or it's created automatically.
Ad Hoc Slot triggers in ChecklistsCreate a follow-up Checklist automatically from a Checklist answer: supported questions, the trigger's timing, people and compliance options, and what happens.
Requirement triggers in ChecklistsMake a comment or photo mandatory when a Checklist answer meets a condition: supported questions, setup, and what the User sees in the app.
Checklist scoring overviewLearn which questions can score, how Result percentages are calculated, when to use N/A and where to review scores.
Compare scores across Checklists with Question CategoriesTag Checklist questions with Question Categories to compare scores by topic across Checklists on Dashboard widgets and in Excel exports.
Enforce timely completion with Require timely answerFlag Checklists finished after the deadline for validation with Require timely answer, and let Users explain the delay.
Trigger Result validation for deviationsConfigure Schedule deviation settings to send flagged Results for validation, including updates across several Schedules.
Design Checklists for the four-eyes principleBuild a two-person check into one Checklist with reviewer-only questions, validation and a reviewer signature: setup, design, examples and pitfalls.
Use Checklist state logic for in-app validationShow different Checklist questions to assignees and reviewers with Awaiting Validation logic, and learn how reviewers answer them in the app.
Build a branching defect intake ChecklistShow relevant follow-up questions for a reported defect, then route the resulting work to a responsible team.
Route inspection defects to the right teamConnect failed inspection answers to the responsible team, evidence requirements and notifications, then test the complete handoff.
Collect evidence for out-of-range measurementsUse Number Question triggers to request an explanation and photo when a recorded value falls outside your chosen operating range.
Score a presentation audit across several areasBuild a consistent quality score for presentation checks and keep non-applicable answers out of the total.
Time a check and capture delay reasonsUse a Duration Question and conditional follow-up question to document an elapsed time and explain longer checks.
Bulk update Assignment Triggers after a team changeReplace assignees or subscribers across one Checklist, review the proposed changes and test future task routing.
Replace answer options used by Checklist logicRetire a Select answer while deliberately replacing or removing the logic and triggers that depend on it.