ITAM Logic Builder - Conditional Logic for Forms & Pages
Among the many advanced features available in the IT Audit Machine are the built-in conditional logic functions for forms and pages. The "Logic Builder" is the control window where form designers are able to define specific business rules for certain types of form/page behavior. The Logic Builder is accessed from the advanced features tab of the drop down menu when selecting the form.
Using this powerful feature, form designers are able to dynamically show/hide fields based on selections being made by the user and/or to skip to a certain page. This is very useful if it is necessary to display different form content to various users without creating numerous forms with many redundant fields or having a single form with too many fields. Creating logic for a form might sound complex. However, ITAM makes it easy and without the form designer needing to become a programmer.
Enable Rules to Show/Hide Fields
ITAM can either SHOW or HIDE a field based on one or more conditions. The conditions are evaluated instantly. Each time a user makes a selection or enters any text into the field, the show/hide conditions are being evaluated and the associated field will be shown or hidden immediately. Creating the conditions for a field are as simple as selecting the fields from the drop-down menu and defining the comparison value.
Of special note is when selecting a date to trigger logic with you can choose either a single date or you can set a date range as the next illustration depicts. Make certain there are no spaces between the date ranges.
Enable Rules to Skip Pages
This functionality allows users to skip directly to a certain page based on data entry choices. This is useful when there are multi-page forms and it is necessary to control which pages a user is presented based on their input choices. Creating the conditions for a controlling page skips is similar to the show/hide fields and is as simple as selecting the fields from the drop-down menu and defining the comparison value.
For example, the following illustration shows the logic behind a three choice drop down field. When the user selects choice 1, the page advances to the next page. When the user selects either choice 2 or choice 3, the page advanced instead to another page.
Of special note is when selecting a date to trigger logic with you can choose either a single date or you can set a date range as the next illustration depicts.
Enable Rules to Send Notification Emails
Again, the operation for defining additional logic for sending email notifications to specified email accounts is similar to SHOW/HIDE and Skip Pages. You are able to enter in as many email recipient addresses as necessary separated by a comma or semicolon.
Enable Rules to Send Form Data to Another Website
This is an advanced ITAM feature. Enable this feature to define additional logic for sending web-hooks to other URLs based on user entries.