Adding conditions in Form²

What is a condition?

A condition is a rule we can apply to a form which will trigger an action once that rule has been met. For example, if an assessor marks a student and has concerns about them, they can mark an additional tick box. Upon marking this box, a condition is met and an additional text box is revealed for the assessor to enter their concerns. Conditions help to keep the page clear of irrelevant content by allowing us to hide certain elements until required.

Conditions aren’t limited to hiding and showing elements, they can also be used for other actions such as calculating an overall mark automatically. This type of condition has been used on the BMBS Clinical Competency forms; once the assessor enters their marks, the condition calculates if the student has passed or failed automatically.

Adding a condition in a form

Select the form you want to add a condition.

You will need to Un-Publish any Published forms.

1. Select the ‘Fields’ tab.
2. Click the ‘Edit Fields’ button.
3. Move to and click the field you want to add the condition.
4. Using the right-hand menu, scroll down.
5. On ‘Visible’, click the radio button ‘conditional’.
6. You will be provided with a ‘popup box’ to complete.
7. We will be using the ‘Age Range’ field to control the Feedback box
8. Check the ‘Age Range’ system name.
9. Go back into the condition.
10. Find the field.
11. In the second drop-down box, select how to compare the values.
12. The third box is the value we will be looking for.
13. If this is incorrect and does not match the results in the ‘Age range’ field, the condition will not work.
14. Click OK.
15. Have a quick look at the value.
16. The condition that is set-up, is if 0-12 age is selected, then the text box Clinical procedures – student comment will show.
17. Check the condition on the form.
18. Click the ‘Status’ tab.
19. Click the ‘Update status’ button.
20. Click ‘New status’.
21. Select ‘Published’.
22. Click ‘Update’.

You can use the weblink to test the form.
Check the condition you set up.
Other conditions already set up.

NOTE: Ensure there are no hidden spaces as this will also affect how the condition works.

Where the field you are checking against has a set list of choices, you must use the system value and not the label value.

The system value is on the left side and the label value is on the right side.
e.g. Y|Yes = System Value | Label Value
e.g. N|No = System Value | Label Value

If the option does not have a setlist of choices, you must use the value you expect the user to enter.