Creating a Form and Document Type Based Off Conditional Variables

At times, you will want to create a document that is responsive to variables beyond our system flow. An example would be a Medical History; all Incoming Athletes and Transfer Athletes will need to complete a completed medical history, but Returning Athletes would need a medical history update.

Video Tutorial:

Step-By-Step Instructions:

1. Navigate to the form you wish to set conditions on
2. Create your conditional question, the question that will trigger the response
    

3. Copy or make note of the Values for the response options, these values will be the trigger for the condition
    

4. Create the item you'd like triggered. In this example I am going to set my condition on a Well, within the Well I have specific additional questions. With the item settings open select conditional
    

5. Set the simple conditional to trigger how you'd like:

• This component should Display: True = Show, False = not show
   

• When the form component: Select the triggering question
   

• Has the value: Insert the value exactly as it appears on the triggering question
   

6. Select Save
    

7. Repeat as necessary if there are more conditionals or form edits. Select Save to save the form
    

8. Create a document type if you have not done so already