Knowledge Base
Designer
Features Overview
How To
- Custom Field Types
- Create Advanced Automations
- Create Security Policies
- Visual Components & Dependencies
- Automated Notifications
- Automations That Trigger Outbound Communications
- CDT Configuration
- Charts & Graphs: How to Configure
- Create Formulaic Custom Data Type Fields
- Create Patient Facing Assessment (PFA) Folders
- Configure Help Section
- Configure Phone Names
- Customize Action Bar
- Defining Regions and Territories
- Document Types: How To Configure
- Filtering With Message Template Variables
- How to Add Assessments to a Template
- Filtering With Message Template Variables
- How To Associate Assessments with Programs
- How to Create Navigation Layouts
- How To Create an Assessment or Form Template
- Patient Data View
- Opt Out Patients from SMS Communications
- Assessments - How to Add Conditionality
- Create User Notifications
- Create Automated Appointment Reminders
- Turning on Notifications for Communications
- Create PDFs from Forms & Assessments
- Configuring Security Policies
- How to create and configure roles
- Designer: Enable Patient Delete
- Designer: How to Configure Scored Assessments
- Designer: How to Create Automations
- Encounters: Dependencies
- Export Designer Configuration
- Task Creation
- Creating a Message Template
Overview
Forms: Conditional Logic
Welkin’s Form Designer supports conditional logic to show and hide fields on forms. To use this functionality, the sections, questions and answer fields must be added to the form first. Once all of the questions and answer fields have been added, go to the “Conditions” tab within the form configuration to add your show/hide logic.
In the following scenario, I want to show a question “Enter LMP” or “Enter EDD” based on which date type will be used to calculate the gestational age.
Condition logic needed:
If date type = LMP then show “Enter LMP” question
If date type = EDD then show “Enter EDD” question
Steps to configure the conditions for the scenario above:
- Go to the “Conditions” tab in the form configuration.
- Click “Add Element”.
- Choose the section of the form where the fields you want to show/hide are located
- Choose the field you want to show/hide (for scenario above FIeld #2).
- Choose the condition(s) that need to be present to “show” the field in Step 4 above – Click “Add Condition” within Element #1.
- Add the conditional logic needed to show the question/answer field “Enter LMP” (gestational-age-calculation: enter-date).
- Explanation of the configuration above (Element #1):
- In Section = Gestation age calculation show Field #2 (gestational-age-calculation: enter-date) if Field #1 (gestational-age-calculation: date-type) = LMP
- Set up another Condition Element for the “Enter EDD” question.
- Explanation of the configuration above (Element #2):
- In Section = Gestation age calculation show Field #3 (gestational-age-calculation: expected-delivery-date) if Field #1 (gestational-age-calculation: date-type) = EDD
- NOTE: Operation “And” includes all conditions (if there are multiple), Operation “Or” includes any of the conditions (if there are multiple)
- Outcome of the configuration for conditions in the form. Questions for Enter LMP and Enter EDD are hidden until the conditions are present to show them:
- When date type = EDD
- When date type = LMP