---
title: "Defining Conditions for Dynamic Forms"
slug: "defining-conditions-for-dynamic-forms"
tags: ["General", "Dynamic Forms", "ONE IMS"]
updated: 2026-10-27T23:11:33Z
published: 2026-10-27T23:11:33Z
canonical: "ims-handbook.cenosco.com/defining-conditions-for-dynamic-forms"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://ims-handbook.cenosco.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Defining Conditions for Dynamic Forms

![](https://cdn.document360.io/e492a0e0-a4ba-4aca-8fc6-76b95f91fdf3/Images/Documentation/Layout_of_DF(8).jpg?sv=2026-02-06&spr=https&st=2026-10-28T14%3A33%3A48Z&se=2026-10-28T15%3A33%3A48Z&sr=c&sp=r&sig=vDYUXP5c2VwxotW3uO12n%2F2OXT8k8%2BeKh3s3mg8tRVI%3D)Structure of Dynamic Form.

When you have [created your new Dynamic Form](/v414/docs/creating-new-dynamic-forms) and added all desired [Stages](/v414/docs/adding-dynamic-form-stages), [Sections](/v414/docs/adding-dynamic-form-sections) and [Data Fields](/v414/docs/adding-data-fields-to-dynamic-forms), you can specify the Condition under which it should be available for use.

Warning

If no conditions are defined, the Dynamic Form will not show on any ECH. Also the Dynamic Form will not be visible in an ECH if the conditions are not met.

To add Conditions:

- Click the **Conditions** Tab.

![](https://cdn.document360.io/e492a0e0-a4ba-4aca-8fc6-76b95f91fdf3/Images/Documentation/pic1(43).png?sv=2026-02-06&spr=https&st=2026-10-28T14%3A33%3A48Z&se=2026-10-28T15%3A33%3A48Z&sr=c&sp=r&sig=vDYUXP5c2VwxotW3uO12n%2F2OXT8k8%2BeKh3s3mg8tRVI%3D)Click the Conditions tab.

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

Form Types:

| Form Type | Description |
| --- | --- |
| Checklist | Checklists are used for capturing findings on [Condition history](/v414/docs/pei-equipment-condition-history-ech). |
| Schedule Code | Schedule codes are for plans under [Schedules](/v414/docs/defining-inspection-schedules). |

## 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).

Important

Be careful when changing values of predefined Condition Groups.

![](https://cdn.document360.io/e492a0e0-a4ba-4aca-8fc6-76b95f91fdf3/Images/Documentation/pic1(44).png?sv=2026-02-06&spr=https&st=2026-10-28T14%3A33%3A48Z&se=2026-10-28T15%3A33%3A48Z&sr=c&sp=r&sig=vDYUXP5c2VwxotW3uO12n%2F2OXT8k8%2BeKh3s3mg8tRVI%3D)Select a Condition Group.

## Defining new Condition Groups

To define a new Condition Group:

- Click **+**.

![](https://cdn.document360.io/e492a0e0-a4ba-4aca-8fc6-76b95f91fdf3/Images/Documentation/pic1(45).png?sv=2026-02-06&spr=https&st=2026-10-28T14%3A33%3A48Z&se=2026-10-28T15%3A33%3A48Z&sr=c&sp=r&sig=vDYUXP5c2VwxotW3uO12n%2F2OXT8k8%2BeKh3s3mg8tRVI%3D)Click + to add a new Condition Group.

- 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.

![Graphical user interface, table  Description automatically generated with medium confidence](https://cdn.document360.io/e492a0e0-a4ba-4aca-8fc6-76b95f91fdf3/Images/Documentation/pei-release-pei-2022.1-image-g77qr5tb.png?sv=2026-02-06&spr=https&st=2026-10-28T14%3A33%3A48Z&se=2026-10-28T15%3A33%3A48Z&sr=c&sp=r&sig=vDYUXP5c2VwxotW3uO12n%2F2OXT8k8%2BeKh3s3mg8tRVI%3D)Hover over a logic block to delete or switching between the AND & OR. 

### 

## 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.

![](https://cdn.document360.io/e492a0e0-a4ba-4aca-8fc6-76b95f91fdf3/Images/Documentation/image-RUKA04GX.png?sv=2026-02-06&spr=https&st=2026-10-28T14%3A33%3A48Z&se=2026-10-28T15%3A33%3A48Z&sr=c&sp=r&sig=vDYUXP5c2VwxotW3uO12n%2F2OXT8k8%2BeKh3s3mg8tRVI%3D)Change Naming Scheme for Images/Observations.

## Approving Forms

When done you can [Approve](/v414/docs/approving-new-dynamic-forms) your From. (You can also [add additional Logic](/v414/docs/defining-logic-for-dynamic-forms) if you want.)