Configure Conditional Fields - Inspection
Conditional fields were introduced in NEXGEN as a way to improve data entry. By configuring conditional fields, end users can see more clearly which fields are necessary to be filled out in inspections.
Navigating to the User Defined Module
To navigate to the User Defined module:
- Click "Settings" in the blue task bar to the left.
- Click "Setup."
- Click "User Defined."
Configuring Conditional Fields for Inspections
Users can create
conditional fields in inspection forms. To do this, users must first create all
the fields they would like to include in their inspection and then, add their
conditional logic. Before following the steps below, make sure all of your
possible fields are added to your inspection.
- Navigate to your inspection forms
configuration page.
- Settings
> Setup > User Defined > Inspections Section
- Click the dropdown arrow for the field you would like to add
conditional logic to and select “Edit”.
- On the slider that appears select the “Conditional Logic” tab
at the top.
- If this is your first-time adding conditional logic to the
field, click the "Add Logic" button, otherwise skip to step 5.
- Select a Parent Field value that will
trigger fields to appear. (You must select a parent field value)
- If
this value is entered for the chosen field, the system will allow a
different field to appear.
- Click "Add" to identify the field or fields that
will appear based on the parent field value.
- Select a zone and field from the drop-down menus.
- This
will be the field that appears when you enter in the parent field value.
- Click the checkmark to save or click the “x” to cancel.
The conditional logic will now work on your inspection
form. Fields included in conditional logic will not appear unless the
designated parent field values are entered.
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