3 Ways Our Customers Are Winning With Conditional Logic Forms
Discover how GoFormz users are leveraging conditional logic forms to gather better data, faster
Digitizing your work forms can drastically improve your operation’s data entry. Digital forms not only provide a more professional, modern means of documentation but also allow form builders to ensure information is entered more completely and accurately. This is accomplished using form Templates equipped with logic, which enables form fields to become dynamic and interactive, guiding data collection and form completion.
With GoFormz, it’s easy to add Conditional Logic to your form Templates in our drag-and-drop form builder. Simply add and select your desired fields, navigate to the Properties panel, and follow these instructions.
Conditional Logic use case example
Imagine you are a job site supervisor tasked with ensuring critical inspections and safety documentation is completed daily. This process is often complicated by forgotten Signatures, Date fields, job site location information, and more. Leveraging Conditional Logic forms, you can significantly reduce opportunities for missing or inaccurate data by making fields dynamically Required, Visible, and more, based on input information. For example, if a user were to select a Checkbox indicating a hazard was noted on site, an additional Textbox could be made Visible and Required before a user could submit their form.
Ready to get started? Check out how GoFormz users are leveraging Conditional Logic forms to streamline and refine data entry for their teams:
Ohio Department of Transportation (ODOT) streamlines data entry with Conditional Logic
When ODOT relied on paper documents to complete their inspections, their teams were tasked with an extensive amount of documentation for each project. “They could have been completing up to 20 worksheets a day and then organizing them, filling out the header on each, ensuring that the engineer received the proper documentation, and then it would be scanned and held onto.” After switching to GoFormz, ODOT equipped their digital inspection form with logic to make their form fields dynamic, allowing users to easily identify which fields needed to be completed for their specific job function.
“Now they can drill down more intuitively to see exactly what they need to respond to and not look through pages of noise. Now they are able to answer three to nine fields compared to those 30-60 before. And it’s better data.”
Read the full ODOT customer story here >
HL Training Services auto-populates form fields to reduce error and improve efficiency
HL Training Services’ forklift certification process originally relied upon paper forms (often more than seven pages long) which frequently required redundant data entry, the manual completion of calculations, and other time-intensive, error-prone tasks. With GoFormz, HL Training Services digitized their training documents and utilized logic to populate form fields with relevant information, based on selected fields and input data. Via Automatic Calculations, Checkboxes, Drop Down fields, and auto-fill logic, if a user enters equipment information or candidate details into the form, that same information is instantly populated into relevant fields throughout the document. This process eliminates the need for redundant data entry and removes opportunities for human error. Logic within the form can even instantly calculate a candidate’s practical test score, accelerating the certification process.
“This feature takes one extra task away from them… now they just have to check a box and it adds it all up for you.”
Read the full HL Training Services customer story here >
How an HVAC company simplified a single point of data entry with Conditional Logic
SGI Heating and Cooling needed a way to simplify their existing operational processes. Their goal was to establish a single point of entry for all their data, that could then populate throughout their other systems without the need for manual data entry. The digital furnace and A/C worksheet was their primary use case. They were able to utilize Database tables, equipped with Conditional Logic, allowing sales representatives to showcase different pricing modules for clients evaluating units and pricing options. Additional logic was added to reinforce required fields and eliminate missing data points throughout their process.
“It saves us time in the office... it brings a higher level of quality to our work.”
From showing or hiding fields to making them Required, Conditional Logic can be used in a variety of powerful ways to streamline the completion of documentation. To learn more about how you can leverage Conditional Logic within your mobile or online forms, check out this blog.
