Conditional logic in formsLast updated on 09/14/2022
By using conditional logic in forms you can create forms that respond when technicians fill them out. For example, if a technician responds to a question indicating there is no AC unit present then all questions about air conditioning will be hidden.
By using conditional logic in your forms, you can:
Improve admin efficiency
Configure fewer forms and save time
Receive complete and accurate information from the field
Improve operational efficiency
Technicians fill the correct forms
Technicians save time by answering only relevant questions
Things to know
Conditional logic is only compatible with standard ServiceTitan forms. Uploaded PDF forms are not supported.
You can control which fields or sections are shown when your form first opens
If required fields become hidden, those fields are no longer required
When a form is exported or duplicated, the conditional logic goes with it
In the mobile app, there is an indicator on any form with conditional logic
You can test your forms in preview mode
Conditional logic in forms overview
Please review this section so you fully understand conditional logic before you use the feature. Conditional logic uses if-then rules to show or hide sections on a form based on how you respond to a question. That means that if you respond a certain way and meet a condition then a rule is applied.
Initial Display—This is where you set up how your form will look when it’s first opened. Using the dropdown, you select the fields and sections that you want displayed. You can start with everything displayed and then hide parts of the form as questions are answered, or you can start with most of the form hidden and show sections or fields as they become necessary.
Rule—The rule is the conditions that need to be met and the action that is triggered if those conditions are met. The rule section has subsections for IF, WHEN and THEN.
IF—In the IF section you set up the conditions that will trigger the action. You can add more than one condition. Choose the Field from your form that will trigger the action, the Condition that needs to be met and the Value. For example, if you want to hide questions about chimney inspections if there is no fireplace then you would choose the Field that asks if there is a fireplace, set the Condition to Is Equal To and the value to No. The value field is not used in all scenarios.
When—In the When section you decide if the action is triggered only when All of the conditions are met or when Any of the conditions are met.
Then—The THEN section is where you tell your form what to do if conditions are met, specifically whether to hide or show a section or field. For example, if there is a fireplace in a home then show questions about chimney inspections. You can add more than one action here. In future releases, we will expand the list of actions supported to include actions such as adding a tag to a job, or adding a task for an office user using task management.
Create a form with conditional logic
You can add a new form or edit an existing form to add conditional logic.
Add a form or click Edit on a form that has already been created.
Click Add Conditional Logic on the edit form screen.
Click the dropdown next to ONLY SHOW and select the sections or fields you want to show when the form is first opened. You can use All or None at the bottom of the dropdown to select or deselect all options.
Click Add Rule.
Click the Field dropdown and select a field from your form to base the rule on.
Click the Condition dropdown and select a condition:
Is Equal To—If what is entered into the selected field is equal to the selected value, the condition is met.
Is Not Equal To—If what is entered into the selected field is not equal to, or is anything other than, the selected value, the condition is met.
Is Greater Than—For use with numbers. If the response is greater than the value selected, the condition is met.
Is Greater Than Or Equal To—For use with numbers. If the response is greater than or equal to the value selected, the condition is met.
Is Less Than—For use with numbers. If the response is less than the value selected, the condition is met.
Is Less Than Or Equal To—For use with numbers. If the response is less than or equal to the value selected, the condition is met.
Is Filled—If the selected field has anything entered in it, the condition is met.
Is Empty—If the selected field is left empty, the condition is met.
Click the Value dropdown and select a value if your condition is based on a value.
If you want more conditions, click Add Condition.
Next to WHEN, select if All or Any of the conditions need to be met for the rule to apply.
Click Show or Hide then use the dropdown to select a section or field that will be shown or hidden if the condition is met.
If you want any more actions to be a part of this rule, click Add Action.
If you want to add more rules to the form, click Add Rule.
Click Preview to test your form.
Click Save Draft if you want to save your work and come back later. If you are done with your edits, click Save & Publish. To undo your changes, click Delete Draft.
Edit conditional logic
In the navigation bar, click Settings .
In the side panel, click Operations > Forms.
Next to the form you want to edit, click the Actions dropdown and select Edit.
Click Add Conditional Logic.
Click anywhere on the rule card to enter Draft mode.
Click the ONLY SHOW dropdown to edit what is initially displayed on your form.
Click the trash to delete a rule.
Click close X next to any IF or THEN section you want to remove.
Click Add Rule to add a new rule.
Tip: To view your published version while editing, click Published on the left sidebar.
Click Save Draft if you want to save your work and come back later. If you are done with your edits, click Publish. To undo your changes, click Delete Draft.
Important note: Some features may not be currently included in your account and additional configuration may be required. Please contact technical support for details.
Disclaimer: Information provided in this article is for informational purposes only and it should not be construed to be legal advice. Information provided in this article may also not constitute the most up-to-date legal or other information. You should not act or refrain from acting on the basis of any information in this article to meet any compliance requirements without seeking independent legal or other professional advice.