How to set up Conditional Formatting in an Audit Form

How to set up Conditional Formatting in an Audit Form

What is conditional formatting?

Conditional formatting is a function in the Form Builder section of Rapid Auditor that enables users to set conditions for different parts of the form. These conditions can control the visibility of questions based on the answers provided by a user.

Trigger Options for Conditions:

There are four trigger options for conditions in the form builder:

  • Is Equals To - Activates when the user's reply exactly matches a preset answer. This is mostly used for multiple-choice questions.

  • Is Not Equals To - Triggers when the user's reply does not match a preset answer. Commonly used with multiple choice questions.

  • Is Empty - Triggers when a user does not provide a response. Typically used for text-based answers.

  • Is Filled - Activates when a user provides a response. Best used for text-based answers.

Result Options for Conditions:

There are two result actions for conditions in the form builder:

  • Then Show - Select the fields you want to show as a result of the trigger response.

  • Then Hide - Select the fields you want to hide as a result of the trigger response.

 

To set up conditional formatting in Form Builder, please follow these steps:

How to add a condition:

  1. In the audit form template, click on the "Conditions" button at the top.

  2. Within the popup, click on the "Add New Condition" button.

  3. You will now be able to define your condition.

    1. Choose the question you wish to add a condition to in the first section which starts with “If”.

    2. Select the appropriate trigger from the options provided.

    3. Then, select the desired action and specify the question or section that should be affected by the condition.

  4. After you've set up the condition as desired, click the "Save" button to finalise and apply the condition to your form.

  5. Repeat the above, to add additional conditions.

    • Related Articles

    • How to preview an audit form template

      When building or editing an audit form template, you may wish to check how the audit form appears. The “Preview” function in Form Builder allows you to do this. , You can also check if any conditional formatting is working correctly. Note: The ...

    • What is Numbering in an Audit Form

      The various fields in an audit form template allow for numbering. If you have numbered section headings set up, each question will have a sub-number, e.g. the third question in the second section will be numbered as question “2.3”. If you move ...

    • How do I make questions mandatory in an audit form?

      In an audit form, questions can be optional or mandatory. If the question is mandatory the audit form cannot be submitted without completing the question. Mandatory questions will be indicated by a “red asterix”. To set up mandatory questions in an ...

    • Understanding each "Form Field" answer option in an audit form template

      Background When building an audit form template using the Form Builder, “Form Field” is used to set up questions and responses. The "Form Field" section has various answer options. This article provides an explanation of each “form field answer ...

    • How to create and add fields to a new Audit Form Template

      Each new audit form requires an audit form template to be set up initially. This is done in the Form Builder module in the “Settings” > “Audit” section. Once a blank audit form template has been created, you can start to add the form fields. To ...