Defining Conditions for Dynamic Forms

When you have created your new Dynamic Form and added all desired Stages, Sections and Data Fields, you can specify the Condition under which it should be available for use. 

To add Conditions:

• Click the Conditions Tab.

• The Form Type and Discipline should already be pre-filled. You can change the Form Type if desired.

Form Types:

Selecting a Condition Group

• Select a predefined Condition Group, e.g., "valves". If no group is selected, this Form will not be available in any group. You can also define a new Condition Group (see below).

Defining new Condition Groups

To define a new Condition Group:

• Click +.

• Enter a Name and Description and click Save.

• Select "And" or "Or" and click Add Group. 

• Click Add Field and select the appropriate logic.

• Click Save when done.

Take Note: After adding the group you can easily delete / switch the logic from "Or" to "AND": Just hover over the logic block and select the delete or switch option.

Changing Naming Scheme for Attachments 

To change the names assigned to uploaded images/attachments:

• Open your Dynamic Forms Checklist.

• Select the Conditions tab in the Wizard.

• Select the naming scheme from the radio button list.

Your selection will be saved automatically.

Approving Forms

When done you can Approve your From. (You can also add additional Logic if you want.)