Using Conditional Sections

Conditional sections give you the ability to hide or display a block of questions depending on the answer to a Yes/No Conditional Section Header 

In this article:

• Adding Conditional Section
• Answering Conditional Section on Mobile
• Examples
• Tips & Tricks

Adding Conditional Sections

The Conditional Section works on the If then logic i.e. 'if selected the right answer, then show the following section/questions'. You have 3 answer types to select from: Yes/No, Check Box and Multi-choice:

To do this:

1. Log in to your Web Console (Computer log-in).
2. Go to Forms.
3. Either create a Custom Form or Alter an Existing form. 
4. Click Conditional Section.
5. Enter the Text
6. Add the Questions you want to show or hide below the Conditional Section.
7. Select the Answer Type - Yes/No, Checkbox or Multi-select
8. If you want to add more questions that aren't affected by the conditional section then add a Section Header to close the Conditional Section.
   

E.G: If your team keeps forgetting to complete the Receiving a Delivery Form. All you need to do is add a Conditional Section to your Receiving a Delivery Form and schedule it to Daily so it can be added to their daily reminders

To do this:

1. Edit the Safe Food Pro Default Receiving a Delivery form.
2. Change the Schedule to Daily.
3. Click Conditional Section.
4. Add a Question Text - Were there any deliveries today?
5. Select the Answer type - Yes/No, Checkbox or Multi-select
6. Click the toggle to make the Conditional Section allow multiple answers. This way if we have multiple deliveries that day we can continue to add them to the one form by repeating all of the questions. 
   
7. Select the answer to show the
8. SAVE.

Answer Conditional Section on Mobile App

Once you've set up your Form, head over to the App to start filling it out: 

• If you didn't receive a delivery that day, click Save Final.
• If you did receive a delivery, select yes and continue filling in the form as normal. 

Examples

1. If you have questions that differ depending on food type e.g. Sous Vide cooking temperatures. You can use Conditional Sections to have different numeric boundaries. The Conditional Section could simply ask 'Are you cooking with Poultry':
   • If answered 'yes', then the questions in the form will appear with questions below having the correct pre-set numeric boundaries for poultry.
   • If answered 'no', then the questions will be hidden.
2. If your team is forgetting to complete their Ad Hoc Forms, you could change the Schedule to Daily then use a conditional section to stop them from having to complete the whole form if it's not relevant. The Conditional Section could simply ask 'Did you need to complete this form today?':
   • If answered 'yes', then the questions in the form will appear.
   • If answered 'no', then they will be hidden so your team can save the form.

Tips & Tricks

Here are a few tips you may want to be aware of when setting up your Conditional Sections: 

• Conditional Sections only hide and display Questions, if you are using Section Headers, Collapsible Panels or Instruction Text these can not be hidden. 
• Conditional Sections can be used for repeating sections, just as Section Headers are. Once you have selected Yes then you can repeat the section as needed. 
• The default for Conditional Sections is to hide the section, to reveal the section you have to select Yes.