Using conditional AND and conditional OR to control display of sections and steps

Controlling display with conditional AND logic

You can require multiple preceding sections to be completed before a downstream section becomes visible. This uses AND logic so that all specified conditions must be met.

What you need

• Two sections whose completion will determine the display of a downstream section
• A downstream section that should appear only after both preceding sections are complete

Steps to configure

1. Open the display rules for the downstream section you want to show.
2. Create a rule for the first preceding section and set its condition to "Completed."
3. Create a second rule for the second preceding section and set its condition to "Completed."
4. In the rule set, select All (AND) so both rules must pass for the downstream section to display.
5. Note: If you select Any, that would implement OR logic. To require both sections to be completed, ensure All/AND is selected.
6. Save and test by completing both preceding sections before the downstream section appears.

Controlling display based on accept/reject decisions

You can show different sections depending on the applicant's decision (accepted or rejected) as indicated by the Accept/Reject step.

Overview

The workflow can branch to an "Accepted" section or a "Rejected" section based on the answer to the Accept/Reject step. For example, if the data collection result is Yes, the Accepted section will display; if it is No, the Rejected section will display.

Steps to configure

1. Identify the Accept/Reject step as the source for your conditional logic.
2. For the Accepted section, add a rule that checks if the Accept/Reject step result is Yes (data collection is Yes).
3. For the Rejected section, add a rule that checks if the Accept/Reject step result is No (data collection is No).
4. Ensure you add conditional logic to the correct step by selecting the step being controlled and then attaching the appropriate condition to that step.
5. Save and test by selecting Accept or Reject and verifying the corresponding section displays.