New Conditional Option Field settings

This was designed to reduce the number of fields that you would have to add into an Event Form to appear based on the selection of a prior field (e.g. fields hidden using visibility settings). Previously, this would have been managed by setting visibility filters for a number of fields. Unfortunately, visibility setting are not adhered to in tables so fields would appear that needed to be hidden. Now you can have conditional options appearing in just one field that would have had to have split into separate fields previously. Read through the following lesson to understand how they work.

N.B. If you are going to use this new capability make sure you test it fully first to understand the limitations.

WARNING: CONDITIONAL OPTIONS ARE NOT SUPPORTED ON THE APPLE IOS APPLICATION. WE HOPE TO HAVE THIS UPDATED BY THE END OF APRIL 2014 AT THE LATEST

Conditional options are not supported on the Apple iOS application, and they will cause your data capture forms to just spin on data entry. Use of these fields in a form that is going to be used on an Apple device is NOT recommended at all.

We are working to resolve the issue and hope to have it released by the end of April 2014.

N.B. Conditional Options are not supported during Group Entry on the main application either. However, the Event Form can still be entered.

You can now have the options from a prior field limiting the options that appear in another field.

You can now have the options from a prior field limiting the options that appear in another field.

You can see here that when you select A in the first field, you can select three fields in the second question. However, if you selected B, different fields appear for selection (as shown in the image below).

If B is selected, then only options specified to appear will show (e.g. the 1A, 2A and 3A options do not appear).

If B is selected, then only options specified to appear will show (e.g. the 1A, 2A and 3A options do not appear).

When B is selected, only options specified to appear will show. This is called a "Conditional Option".

To set up a "Conditional Option" field, you need to first set up an option field (e.g. a dropdown or single selection)

To set up a "Conditional Option" field, you need to first set up an option field (e.g. a dropdown or single selection)

Set up an option field.

Add in the options.

You will then use these options as the conditional options in the subsequent selection field.

Now set up the "Conditional Options"; they MUST be set up exactly as outlined here

Now set up the "Conditional Options"; they MUST be set up exactly as outlined here

The Options from the first field are added into the second option field.

These Options (e.g A, B and C) then have a colon (:) added after them. This is used to separate out the conditional option from the options available for selection.

You can see here that the options A B C from the first field have been used and a colon is used to denote these options as the conditional options.

A:

1A

2A

3A

B:

1B

2B

3B

C:

1C

2C

3C

Next you MUST set up the Conditional Option Advanced Field Property, e.g. the conditions for which fields show is based upon the selection from the first field (A,B or C)

Next you MUST set up the Conditional Option Advanced Field Property, e.g. the conditions for which fields show is based upon the selection from the first field (A,B or C)

In the Advanced Properties for the field there is a "Conditional Option" dropdown box.

Use this to select which field will set the condition on this field. For example, we are setting up this field so that if A is selected only 1A, 2A or 3A will appear. Therefore, the Conditional Option Field selected will be the field called Field A-C

Now go to the preview mode and check that when you select different options in the first field the correct options appear in the second field

Now go to the preview mode and check that when you select different options in the first field the correct options appear in the second field

As soon as you have set up the conditional option property, test that the correct options are displayed.

E.g., when C is selected, only options set up under C: should appear

Additional fields can also be set up from the responses in the second field. E.g if 1A is selected then conditional options could be set up in an additional field

Additional fields can also be set up from the responses in the second field. E.g if 1A is selected then conditional options could be set up in an additional field

The example in the image here shows that the options in the second field are then going to be used to create a third tier of conditional options.

Just as in the steps above, all of the sub options are copied into the subsequent selection field (e.g. 1A, 2A, 3A, 1B, 2B, 3B etc) and a colon is added after each of these options (1A: 2A: 3A: 1B: 2B: 3B:).

The options for selection are listed underneath each conditional option. For Example:

1A:

1A1

1A2

1A3

2A:

2A1

2A2

2A3

3A:

3A1

3A2

3A3 etc

Next, set the correct Advanced Field Property for the Conditional Option field (shown in the step in the image below).

The Conditional Option Field would be the field that the conditional options appeared (e.g. 1A: 2A: 3A etc)

The Conditional Option Field would be the field that the conditional options appeared (e.g. 1A: 2A: 3A etc)

For this example the options from the field 1A-3C were used to create the additional sub options. This field would be one that is selected as the Conditional Option Field.

Now click on preview and check that the correct conditional options are appearing as expected

Now click on preview and check that the correct conditional options are appearing as expected

Tables: Conditional Option fields can be set up exactly the same way in fields that are set to be entered as table fields

Tables: Conditional Option fields can be set up exactly the same way in fields that are set to be entered as table fields

Conditional Option fields can be set up for use in fields set to be in a table.

The table fields in the example have been set up with exactly the same options and conditional option fields as the drop down fields. The fields perform the same way in the table as they do when they are single entry fields.

#1: A is selected (from A,B or C)

#2: Only the options are available that were sub options for A (e.g. 1A, 2A etc)

#3: Only the options are available that were sub options for 2A (e.g. 2A1, 2A2 etc)

You can also set up Conditional Options for single selection fields

The example in the image here shows that the same Option fields and Conditional Option settings have been applied to single selection fields.

All of the options will be displayed on the Builder Page, but the options are NOT actually available for selection on the Event Form until an Option has been chosen in the actual form (see the images in the two steps below).

You can also set up Conditional Options for single selection fields

You can also set up Conditional Options for single selection fields

The example in the image here shows that the same Option fields and Conditional Option settings have been applied to single selection fields.

The options are NOT available for selection until an Option has been chosen in the initial field.

The subsequent options are not displayed until the previous one is selected. Once an option is selected the next field's options appear

The subsequent options are not displayed until the previous one is selected. Once an option is selected the next field's options appear

N.B. Report Filters will show the full list of all of the options when you choose that field. You can only select on a sub option, not the original category option (e.g. A: will not return anything)

N.B. Report Filters will show the full list of all of the options when you choose that field. You can only select on a sub option, not the original category option (e.g. A: will not return anything)

You MUST be mindful of how the fields will be used in the reports and report filters.

You can only select to use the conditional option as a filter (e.g. 2A) as the original condition option (e.g. A:) will not return anything.

If you have the SAME sub options appearing under different conditional options, they will be saved as the same option on the system

If you have the SAME sub options appearing under different conditional options, they will be saved as the same option on the system

The image here shows that Cervical, Lumbar and Thoracic are repeated in different conditional options. These will be treated as the same options in the reports.

For example, we have selected to run a report for an Event Form with conditional options that are the same.

Cervical has been entered for the "Taping" option, for the "Manipulation" option, and also for the "Spinal Mobilisation" option

If we added in a filter and selected "Cervical" from the Spinal Mobilisation Option, all of the Cervical records will still appear for any conditional option

You can see that even though "Cervical" was selected from the "Spinal Manipulation" sub options, any record that has Cervical entered will be pulled through into the report.

This means you can have multiple options that are the same, yet you can still run reports for that option (e.g. Cervical) without having to run it for each sub option (e.g. Cervical in the Manipulation Options, and then Cervical in the Spinal Manipulations options) .

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