Conditional Logic

What is conditional logic

Conditional logic is the ability to dynamically show data fields based on the data a candidate or employee provided previously in a form. For example, some employers want to collect the employee's highest level of education and then dynamically show fields, such as University Name, based off the employee's answer.

How do you configure a conditional logic rule

Conditional logic rules are configured on the field you want to dynamically show. To configure a conditional logic rule:

1. Make sure that the field you want to base the logic rule off of is configured as Selection from list
2. Add the field you want to conditionally show to the form
3. Select the Conditionally Shown toggle
4. Configure your rule - The field will show when the rule evaluates to TRUE
5. Select Update

Things to Know

• Conditional logic is only available on Data Entry forms.
• Conditional logic is only available for candidate/employee facing forms.
• The Conditionally Shown toggle only appears on a form when there is at least one field in the form definition set to Selection from list.
• Fields can only be conditionally shown based off of fields that are Selection from list to ensure that there are no issues with data accuracy.
• A field that is conditionally shown will be presented to the candidate when the rule configured evaluates to TRUE. For example, if you have configured the following rule on University Name, Show University Name When Highest Education Level Equals Bachelor's Degree, University Name will only be presented to the candidate when they select Bachelor's Degree for Highest Education Level.
  • Pro Tip: To set up a rule based on a field being blank, use the Not Equals operator. 
• When a field is conditionally shown based on another field, it will have blue tag on the form definition page that reads Conditionally Shown.
• When a field is used to conditionally show another field, it becomes read only. The only exception is the Conditionally Shown toggle. This is so that conditions are not inadvertently edited and cause downstream data impacts.
  • Note that if the Conditionally Shown toggle does not appear that is because there are no other fields in the form definition defined as Selection from list or the only other field defined as Selection from list would cause a circular dependency (see below).
• You cannot delete a field that is used to conditionally show another field. This is so that conditions are not inadvertently edited and cause downstream data impacts.
• You cannot make two fields conditionally shown based on one another (A.K.A Circular Dependency). For example, if a form had Department and Job Title, you could not make Job Title conditional based on Department AND make Department conditional based on Job Title. Either condition is valid on its own, but they can't both exist.
• When there is conditional logic on a form, a button called Validate Layout will appear. This button does the following checks:
  • Makes sure that the first field in the form is not conditionally shown.
  • Make sure that if a field is conditionally show, it is after the field the rule is based on.
• If a form fails validation, a message will appear letting the user know why it failed. Once resolved, selecting the validation button again will clear the messages and present a success message.
• The validation is also run when the Update & Preview button is selected and when the Update button is selected.
  
  • Please note that because the conditional logic was built to work with our new Candidate UI, the Preview functionality will not appropriately show the conditional logic. This will be remedied with our new Admin UI. It is recommended to use a test employee to test the functionality