Using Conditional Tasks
Create more dynamic Missions that adapt to the conditions in the field with conditional logic. Think of conditional logic as if/then statements for your Mission, for example:
- If X is on display (Y/N Task), then how many are on display? (Count Task)
- If the meter reading is greater than or equal to 250 (count task), then confirm which of the following escalations you completed (Multiple Choice Task)
- If any of the following products are on display (Multiple Choice Task), then take a photo of the product display (Photo Task)
Which Task Types support conditional logic?
Conditional Tasks can be added to any:
- Count Task
- Multiple Choice Task
- Multiple Select Task
- Searchable List Task*
- Yes/No Task
Adding a Conditional Task to Your Mission
- For any task that supports conditional logic, click the "Add Conditional" button.
- Select a conditional task type from the grid.
The conditional task appears indented below your original task.
- In the conditional task title field, enter the task prompt you wish to appear conditionally.
Notice that the question number is X.1 (implying it is a conditional question on question X).
- Click the dropdown after "Shown when answering..." to indicate when the conditional question should to be shown.
- Use the Reorder button to quickly update conditional task dependencies
- Use the Copy Button to replicate complex conditional logic trees
Copying or moving a task will also copy/move all child tasks nested beneath it, so if you're building a long mission with a consistent structure, copying and reordering can save you a lot of time!
- Find a few additional conditional task tips in our Mission Building Best Practices Article
Adding a Subtask To Your Mission
When you add a conditional task to a searchable list task, it's called a Subtask.
What's the Difference Between Conditional Tasks and Subtasks?
While both Conditional Tasks and Subtasks are automatically shown or hidden based on what a user enters into a previous question, a Subtask is automatically replicated on the mobile device for each searchable list item a user selects. Conditional Tasks that are added to a Multiple Select task must be added to the Mission for each Multiple Select option in order to display for each selection.
|Count Tasks (Conditional)
1.1. How many of Brand A are on Display?
2.1. How many of Brand B are on Display?
3.1. How many of Brand C are on Display?
|Count Task (Subtask)
1.X How many are on display?
(Subtask is replicated for every item selected in the searchable list)
Subtasks can simplify your overall Mission structure, by reducing the number of conditional tasks you have to add to your Mission. (In the example above, one subtask took the place of 3 conditional tasks). You can add multiple subtasks to one searchable task, to create a series of identical follow-up questions that will be presented to users for each searchable list selection they make.