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→ Insert Form Logic

About Branching Logic in Forms​

Logic let's you branch out to different paths.

Branching will shorten and streamline your Forms — guaranteeing that only relevant fields are shown to team members. (They will appreciate it!)

In this use case, we'll build three branches into a Risk Report Form — applying logic for Medical, Non-Medical, and Missing Person incidents. Picking any one of the three will send team members down a customized path.

combo 3

Link your Records!
  • Notice the Link Record field in each of the three branchs above
  • This link allows you to pull in related Records from other Forms
  • Want to save time? Learn more in Quickstart 7. Link Related Fields

Use Case​

3 Branches — 3 Risk Reports​

In this use case, the Thunder Hawk Risk Team will prepare three nightly reports from a single Form and Dashboard:

  • Medical incident Report
  • Missing incident Report
  • Non-Medical incident Report

How is this miracle of modern efficiency attained? Through the use of branching.

Add Branch Logic in Forms​

To add branching to a Form:

  1. Click Form → Create Form

    Create Form

  2. Pick Blank → followed by Confirm & Create

    Blank Confirm

  3. Name your Form → ex. Risk Reporting

  4. Click Add Field

    Name add

Add your Select Branching Field​

  1. Pick Select as the field type

  2. Name your Field → ex. Risk Type

  3. Add 3 options → Medical, Missing Person, and Non-Medical

  4. Pick unique Colors for each → making them easier to idetify in a Dashboard

    All 5-8

Save frequently & detailed instructions
  • Click Save Changes every so often → so if you are interrupted, you won't need to restart
  • If this is going too fast, step back and read All About Creating Forms first!

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Branch 1: Medical​

Combo med

Add your series of questions for Medical one by one. Then, add Logic and tie them all together. If a team member selects Medical, they won't see any of the Missing Person or Non-Medical fields. And, they may not see all the Medical questions either depending on their previous selections.

  1. Pick Add Field

  2. Pick a Select field type

  3. Enter your title → ex. Was the person injured?

  4. Enter your options → _ex. Yes & No _→ Colors optional

    med2

Switch to Logic Tab​

  1. Click the Logic tab

  2. In the Add display logic drop-down, select the parent field → ex. Risk Type

    Med 2

  3. Select the branch → ex. Medical

    med 3

  4. Repeat for the entire medical series of fields

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Branch 2: Missing Person​

Missing combo

Build the Missing Person series the steps above.

It can be positioned above or below the Medical series.

Missing 1

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Branch 3: Non-Medical​

Combo non

This is an easy one. Just one follow-up field.

Build the Non-Medical series using the same steps outlined above.

It can be placed above, below, or in between the Medical and Missing Person series.

Non-medical

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