How to Use Conditional Sections

Are your Health & Safety forms dependent on certain conditions? By using Conditional Sections, you can alter what your team sees in their forms depending on their answers.

This allows you to create smart, dynamic forms that only show questions when they are relevant.

How to Set Up a Conditional Section (Admin Console)

Conditional Sections work in a similar way to Section Headers. It's very simple to add them to your forms:

1. Log in to your Admin Console (Computer Login).
2. Go to Forms.
3. Either create a Custom Form or click the pencil icon to edit an existing form.
4. Drag a "Conditional Section" from the builder into your form.
5. Enter the Text for the conditional question (e.g., "Are you using a Scaffolding today?"). This question will always be a Yes/No answer.
6. Add all the questions you want to show or hide directly below this Conditional Section.
7. To end the conditional block, you must add a regular "Section Header" after the last question, or another Conditional Section.

Any questions you add below this closing Section Header will not be hidden and will always be visible.

How it Works on the Mobile App

When your team fills out the form, they will only see the Conditional Section's Yes/No question.

• By default, the questions inside the section are hidden.
• If they answer "No", the questions remain hidden, and they can move on.
• If they answer "Yes", the section will expand, revealing the hidden questions for them to complete.

Examples and Use Cases

Here are a few examples of how you can use Conditional Sections:

To make a daily form optional:

• Question: "Did you need to complete this form today?"
• If YES: The rest of the form questions appear.
• If NO: The questions stay hidden, and the user can save the blank form.

To show role-specific questions:

• Question: "Are you a Scaffolder?"
  • If YES: A section of scaffolder-related questions appears.
  • If NO: The section remains hidden, and they can continue the form.

To manage site inductions:

• Question: "Any new people on Site today?"
  • If YES: The full induction questions are displayed.
  • If NO: The induction section stays hidden.

To add environment-specific checks:

• Question: "Was it raining on Site today?"
  • If YES: You could add additional hazard identification questions for wet weather.
  • If NO: Those questions remain hidden.

Pro-Tips

• Repeating a Conditional Section: Conditional Sections can also be used for repeating sections, just like regular Section Headers. Simply toggle on the "Allow multiple answers" switch, and if the user answers "Yes," they will be able to repeat the entire block of questions.
• Default is Hidden: Remember, the default for a Conditional Section is to hide the questions inside it. The user must select "Yes" to reveal them.