How to add Conditional Branching to a Form

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    Chris Crowley

    Does it follow an order of operations if there are multiple "OR" and "AND" used?

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    Sara Kaplow, Community Manager

    Hi Chris,

    It goes in the order of the condition, so the first condition in the list will go first, then the second, etc. 

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    AIMS System Administrator

    For conditional fields, suppose I have a field that may or may not get information dispatched into it. If information is not dispatched, I do not want the user to enter any information into that field. So, I have it set as "Read only". However, If I want to set up a condition for another field to pop up based upon that field being empty or blank.. is there a text 'value' for blank cells..  Similar to a checked or unchecked block using "TRUE" or "FALSE" as the value for the condition.. Can "TRUE" or "FALSE" be used against an empty short text or dropdown field? I have been using 'is equal to '0'. Seems to work.

    Are there any other "text"values that can be used? 

    Also, are there other characters that can be used similar to SQL %XYZ%.. or XYZ% to catch anything that contains or starts with XYZ? 

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    Sara Kaplow, Community Manager

    Hi Keith,

    You can also do is not equal to and then leave the condition value blank. 

    The things that work are: 

    True/False
    Yes/No
    1/0

    We don't have a wildcard (though there is a feature request for that: https://help.gocanvas.com/hc/en-us/community/posts/360015937774-Allow-use-of-wildcard-characters-in-field-conditions-to-reduce-quantity-of-field-conditions as well as for contains: https://help.gocanvas.com/hc/en-us/community/posts/360000480568-Add-Contains-To-Field-Conditions). 

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    AIMS System Administrator

    Great info! Thanks! Guess this answers Jason Good's original post above too. Sara is always watching. Lol.

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    Bob Grave

    Is it possible to have field conditions show up only if boxes are checked within a multiple choice drop down? Specifically, I have to select certain items in a list. If they are selected, I want another option to show up on the app to enter the calibration date of the item selected within the drop down.

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    Chip Phillips, Community Manager

    Howdy Bob,

    You can set field or screen conditions based on user input for most field types, including Drop Down fields and Multiple Choice fields.

    Could you please share more specific details on your use case and the hurdles you have encountered when trying to set up Conditions? That way, other users in the Community can provide their insight on the matter.

    Alternatively, you can submit a ticket to our Support Team for direct troubleshooting with your App and any issues you may have encountered.

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    Bob Grave

     

    This is the multiple choice checkbox.

     

    If I select High Voltage Gloves, I want a new option for "Tested Date:" and if I choose Calibrated Meters and Test Equipment, I want a new option for "Calibration Date:" Currently i cannot choose those options as Yes/no, true/false or Greater than/equal etc. Am I suppose to use the CONTAINS function? If so, would it be the name of the option checked or something else? Thank you 

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    Sara Kaplow, Community Manager

    Hi Bob, 

    Yes, in that case you'd use CONTAINS, and enter Calibrated Meters and Test Equipment. Then, even if users select that plus some other options, it should still trigger the conditional field. 

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    Bob Grave

    The CONTAINS function worked perfectly. Thanks!

     

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    Sara Kaplow, Community Manager

    Glad to hear it, Bob! 

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    Rob Cant

    Hi,

    Is it possible to have a value in a field change depending on the condition - or using an alternative approach?

     

    Specifically, I am trying to build an expenses claim form.  The HMRC mileage rate is £0.45 per mile up to 10,000 business miles and then reduces to £0.25/mile above that.  I thought the most appropriate way to calculate this would be for the number of miles claimed to date to be entered by the user.  The person compiling their claim would then add each journey and the miles driven.  The app would check if the total number of miles in this month + previous claim is </> 10k.  Then the claim value can be calculated accordingly. 

     

    But, this requires a conditional IF(X<10000,0.45,0.25) or something along those lines.

     

    I hope this makes sense and thanks for your help in advance.

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