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EarthAIre's avatar
EarthAIre
Contributor 2
13 days ago

Conditional Fields in Checklists

Wanted to make a feature request post, since it seems that these forums are monitored closely by the development team which I appreciate!

It would be very useful if checklists had an option for fields to be conditional, appearing only when a yes/no question is answered.

Example: (HVAC Industry)

Question: Was refrigerant used?

Answer=No

Result: No change

Answer=Yes

Result: Multiple choice field populates [What type of refrigerant was used]

Numerical field populates [Number of ounces added goes here]

 

 

Would also like to add a suggestion that certain checklists be automatically emailed to client when job/assessment is closed. Could be a simple checkbox at the start of a new checklist that asks if checklist should be sent to client after job/assessment is closed. 

1 Reply

  • Hey Luke, thanks so much for sharing!

    Our community forum is not monitored by our development team but I've passed your feedback along to our Product Team directly. 

    For any future requests or product suggestions, I highly recommend reaching out to the Success Team directly to share them to get it logged into their system much faster.