Conditional Logic

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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.

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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.

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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.
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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.

ITAM-Logic-Date-Range.png

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.
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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.

ITAM-Logic-Date-Range.png

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.

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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.

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