What is conditional logic in a checklist?
Also called: branching logic, conditional steps
Last updated
Conditional logic, in a checklist or form, shows or hides steps and questions depending on earlier answers. For example, choosing “Contractor” can hide the payroll steps and show the contract steps instead. It lets one checklist cover several variations of a process without anyone having to skip steps that do not apply.
In more detail
Without conditional logic, a checklist has to include every possible step, and people learn to skip the ones that do not apply, which is how important steps get skipped too. With it, the checklist asks a question early and shows only what that answer needs.
A rule has three parts: the answer it watches, the test (is, is not, has a value) and the effect (show or hide named steps or fields). Keep rules simple and test each branch. A rule that shows a step needs a way to hide it again if the answer changes.
Example
In an onboarding checklist, the first task asks for the employment type. Choosing Contractor hides the payroll and benefits steps and shows the contract and insurance steps. Choosing Employee does the opposite. One template covers both.
Conditional logic in CheckFlow
In CheckFlow, conditional logic shows or hides tasks and fields based on the answer in a Drop-Down, Multi-Choice, Date, Short Text, Long Text, Email, Website or Members field. Rules are set in the template designer, and the checklist changes as soon as the answer does.
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