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Using Conditional Logic and Trigger Options for Form Fields

Forms can dynamically adjust based on user input. This is done using Conditional Logic and Trigger Options, which allow fields to appear, disappear, or trigger actions during the workflow.

Updated this week

• Conditional Logic controls how a field behaves based on another field’s response.

• Trigger Options allow a field to trigger actions based on its own response. Only the Yes/No, Number, and WWC Identifier fields have Trigger Options

Understanding the Difference

Feature

What It Does

Based On

Conditional Logic

  • Show/Hide itself

  • Notify the assistance contact

  • Stop the workflow

Another field’s value

Trigger Options

  • Show a message

  • Notify the assistance contact

  • Continue the workflow

  • Stop the workflow

The field’s own value

Step-By-Step Guide

Step 1: Access a Sign-In Point Design's Workflow and Customize Its Form

  • Navigate to the Sign in Points section

  • Select an existing QR-Code or Tablet Sign In Point, or create a new one

  • In the designer, click on Workflows in the sidebar, and go into a workflow by clicking a screen that's part of the workflow

  • Customize an existing form, such as the Visitor Details screen, or add a new one

Step 2: Add Conditional Logic or Trigger Fields to Form Fields

  • Within a form, click on a field or add a new field where you want to enable Conditional Logic or Trigger Options. Remember that only the Yes/No, Number, and WWC Identifier fields have Trigger Options.

  • Choose the associated action, e.g., Show, Hide, Notify the assistance contact, etc

  • For Conditional Logic, select the field whose value will determine the action from the dropdown list

  • Specify the conditions and logic rules

Example:

Field A Label:             Do you have your own car?
Field A Type: Yes/No Button
Field B Label: What brand and model?
Field B Type: Text Input

Show "What brand and model?"
IF
Do you have your own car? = Yes

Step 3: Save and Publish the Form

Once the logic is configured. Save the settings made.

  1. Save - will only save the setting for the selected Sign-in Point.

  2. Advance Save Options - will prompt a modal/dialog to select kiosk(s) you wish to apply the same changes to.

Best Practices

✔ Keep logic rules simple
✔ Avoid too many nested conditions
✔ Use clear field names
✔ Always test every possible response

Background Info on Kiosks and Form Fields

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