Classifications

You can use classifications to drive logic in your forms in List and Choice questions. Classifications provide the following benefits:

• You can apply logic at a section level so that when the classifications are selected on a form question in the template, only that section with the classification is shown.

• In the events and tasks lists, you can sort and filter by classification.

The entire section of questions is hidden in the event or task until the classification question or choice entry is selected so that you do not have to apply question level logic to each question in the section.

To create classifications, see Classifications in Module settings.

Two steps are required to use classifications in logic as shown in the Steps section below.

Steps

Apply classification logic to a List or Choice question

1. In the Form builder, select an entry from the List or Choice question.
2. In the Logic section in the left panel, click the Designate the following classifications field, and then select from the list of classifications. You can select more than one.
   
3. Save the form.

Apply classifications logic to a section

1. After the classifications are assigned to the list or choice entry, select the section you want to be shown by clicking the section header text.
2. On the left panel, in the Logic section, click Show this section for the following classifications field, and then select from the list of classifications. You can select more than one.
   
3. Save the form.