Contents

Overview

ITAM Logic Builder - Conditional Logic for Forms & Pages
Among the many advanced features available in the IT Audit Machine are the built-in conditional logic functions for forms and pages. The Logic Builder is the control window where form designers are able to define specific business rules for certain types of form/page behavior. Access to the Logic Builder is provided via the logic button/tab below the form entry in the Form Manager.

Using this powerful feature, form designers can dynamically show/hide fields and/or navigate to a specific page based on selections being made by the user. This is very useful if it is necessary to display different form content to various users without creating numerous forms with many redundant fields or having a single form with too many fields. Creating logic for a form might sound complex, however, ITAM makes it easy and without the form designer needing to become a programmer.

A key feature of the Logic Builder is the dynamic way it provides options to the logic designer. Depending on the type of field being selected for comparison, the options it provides will adjust to be appropriate to the field. The various options are included in a table at the bottom of this page.

Logic Options

Enable Rules to Show/Hide Fields

ITAM can either Show or Hide a field based on one or more conditions. The conditions are evaluated instantly. Each time a user makes a selection or enters any text into the field, the show/hide conditions are being evaluated and the associated field will be shown or hidden immediately.

Creating the conditions for a field is as simple as selecting the fields from the drop-down menu and defining the comparison value.

When selecting a date to trigger logic with you can choose either a single date by using the Is value or you can set a date range by setting both the Is Before option, as the next illustration depicts, and the Is After.

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Enable Rules to Skip Pages

This functionality allows users to skip directly to a certain page based on data entry choices. This is useful when there are multi-page forms and it is necessary to control which pages a user is presented based on their input choices. Creating the conditions for a controlling page skips is similar to the show/hide fields and is as simple as selecting the fields from the drop-down menu and defining the comparison value.

For example, the following illustration shows the logic behind a two-choice dropdown field. When the user selects choice 1, the page advances to the next page. When the user selects choice 2, the page advanced instead to another page.

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When selecting a date to trigger logic with you can choose either a single date or you can set a date range as the next illustration depicts.

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Enable Rules to Send Notification Emails

Again, the operation for defining additional logic for sending email notifications to specified email accounts is similar to SHOW/HIDE and Skip Pages. You are able to can enter in as many email recipient addresses as necessary separated by a comma or semicolon.

Enable Rules to Send Form Data to Another Website

This is an advanced ITAM feature. Enable this feature to define additional logic for sending webhooks to other URLs based on user entries.

Dynamic Comparison Options

The options presented for comparison change depending on the type of field being compared. Below are the options for the various field types

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