Adding Branching Logic to Forms
Repsly now lets you customize the behavior of your survey/audit/checklists based on multiple conditions.
Instead of piling up numerous fields for Reps to answer, newly implemented form branching logic affects instant change in the mobile flow according to the responses to specific questions.
1. Click on Forms
2. Click on New Form and then choose whether you want to start a new form or choose one already in your library.
3. Then click the add a question tab at the bottom of the page. By pressing the green square next to the question field you may also choose what type of question you want to ask (ex: Yes or No, etc.). From here, You may choose a "conditional action" based on their response. For example, If a rep responds with "Yes" to a question that you posed, another series of questions may pop up to further evaluate their response.
NOTE: You cannot have the same question names, so if you are setting up a form where you need to ask for the same information twice, please add at least one differentiating character to each new question.
This means that in a form that branches, additional questions/form fields appear only if they apply to a given situation.
When the form is filled on the rep's end, a simple signature and clicking on Submit finish the process.
A rep can then email this form as he would do with his standard forms.