How to Use Conditional Logic in Jobs

Conditional logic allows you to create dynamic checklists, audits, and tasks that adapt based on user responses. This functionality ensures that the right actions, notes, or extra steps are triggered automatically, making your workflows more efficient and actionable.

This guide explains how conditional logic works in the platform and how you can set it up for your own lists.

With conditional logic, you can:

Trigger actions: Force a user to raise an action if a step is non-compliant.
Require notes or media: Force a user to leave a text note, image, or file depending on their response.
Auto-populate extra steps: Add one or multiple steps based on the answer to a question.

This allows lists and audits to dynamically adjust, so users only complete the steps relevant to their responses.

Setting Up Conditional Logic in a List

Conditional logic is configured in the Job Manager, where you create or edit lists:

Open the list you want to edit. Steps with logic enabled have logic icons on the right-hand side.
Only steps with these icons can have logic applied.
Example scenario: “Have the lights been turned off?”
- Enable logic based on the response:
  - If No: Require the employee to raise an action or leave a note
  - If Yes: No further steps are required; the user can continue or submit the audit
You can also auto-populate steps depending on the response:
- Select one or multiple steps to show only if a specific answer is given
- Steps remain hidden unless the conditional criteria are met

Conditional logic helps your audits and checklists become more adaptive, efficient, and actionable, ensuring the right follow-ups are always completed without unnecessary steps.