Form Logic: Tips & Tricks

More Form Logic Details

Form Types and Form Logic Rules

• Form Logic Rules apply to survey forms and note forms.
• Currently, Form Logic Rules do not apply to: 
  • Entity forms: Participant, Organization, Anonymous
  • Public forms: custom versions of the Participant, Organization, and Anonymous forms
  • Multi-entry forms: survey form spreadsheet style entry
  • System forms: User, Role,

Field Types and Form Logic Rules

• Every type of field can be shown or hidden by a Form Logic Rule action, and most field types can be used in the conditions, or trigger, for a Form Logic Rule.
• A few field types cannot be used in the conditional trigger for a Form Logic Rule.
  • Custom Field Types: Paragraph, Time Spent, and Description fields may not be used to set conditions for Form Logic Rules.
  • System Fields cannot be used to set conditions for Form Logic Rules. User name, Created Date, Created By, Modified Date, Modified By, Source, Record ID, Response Status (Pending, In Progress, Complete), Home Instance, Role, Allowed Groups
  • Group Fields cannot be used to set conditions for Form Logic Rules.
  • Special Field Types: Signature fields (image, name, date, time, relationship to client), Participant Photo, Organization Photo
  
  
  

Data Update fields, Entity Types, and Form Logic

• By default, Data Update fields on a survey form or note type form only display when the form is being completed for the same kind of entity that the Data Update field comes from.
  • For example, a Participant Gender Data Update field will not show on a survey response for an Organization, but it will show on a response for a Participant.

• If a Data Update field is used as the condition field for a Form Logic Rule, then that Data Update field will display on the survey form for all responses.

  • In other words, if the Participant Gender Data Update field is used to conditionally show other questions, that Participant Gender Data Update field will display on responses for Organizations, Anonymous, and Participants.

Form Logic is separate from Workflow Logic

Form Logic Rules, which apply to a single survey form or note form, have been developed. The ability to create rules that apply to multiple forms at once or to groups as well as forms has not yet been developed. This workflow automation logic is something that we hope to add to Compyle in the future.

Form Logic vs Workflow Automation Logic at a Glance