Forms - With Conditional Logic - Not working

Sherry Fox
Sherry Fox ✭✭✭✭✭✭

Okay first I used to set these up for Medtronic, np, but my previous employer did not have Smartsheet, so I am out of practice (AND using a personal account). @rrenee tried to help before, but something is not working.

Let's go simple. I set this CL based on selecting 1 of the many reports in the Report Category list. What I want, as you can see by the rule is ONLY those 3 fields to display, However whether I select that report that has the CL or ANY other report, ALL of the fields display. I have tried having them hidden, and removed from the form, nothing works. What am I doing wrong? Let's focus on this scenario, if that Report category, than ONLY these 3 fields, otherwise everything should display. Who can explain (I like visuals too) what I am doing wrong. Thanks in advance. And does my personal account have anything to do with this? Trying to convince the company how awesome Smartsheet is.

Sherry Fox

Data Science & Reporting Specialist | PA Performance & Data Insights

UnitedHealth Group | OptumRx

EAP | Mobilizer | Automagician | Superstar | Community Champion

https://www.linkedin.com/in/sherryfox/

Tags:

Answers

  • AravindGP
    AravindGP ✭✭✭✭✭✭

    Hi @Sherry Fox

    You need two logics in the form to just show three fields on selection of one of the options. Here's an example of the logic

    Logic 1:

    Logic 2:

    Here's how your form will look after both logics are in place

    Selecting the desired option:

    Any other option:

    Thanks,

    Aravind GP| Principal Consultant

    Atturra Data & Integration

    M: +61493337445

    E:Aravind.GP@atturra.com

    W: www.atturra.com

  • Sherry Fox
    Sherry Fox ✭✭✭✭✭✭
    edited 10/15/24

    @AravindGP,

    Mine is not working. First I tried NOT for the 15 days Report. When that didn't work, I tried that same format you used. And it still won't work. I wish I could look at that previous project I did, so I know what I am doing wrong. Below is my new 2nd logic. Now changes were made to the first.

    I would think there would be an "always show" and then that criteria is defined. Then you do the rule like I did initially (screenshot1)

    Sherry Fox

    Data Science & Reporting Specialist | PA Performance & Data Insights

    UnitedHealth Group | OptumRx

    EAP | Mobilizer | Automagician | Superstar | Community Champion

    https://www.linkedin.com/in/sherryfox/