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Building a form: Conditional fields and other field types

How to add conditional fields, along with other field types to customise your form to client and project needs

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Written by Onetrace
Updated over 2 weeks ago

Field types give you flexible ways to capture information in forms, whether that’s a simple Yes/No toggle or a dropdown list of materials. With conditional fields, you can add logic so that answers to closed questions automatically guide what comes next. This ensures operatives only see what’s relevant, helping them complete forms quickly and accurately.

  • Work smarter – Use logic to show only relevant questions, make follow-ups required when needed, and ensure critical information is captured.

  • Save time – Keep forms short and focused so teams only complete the fields that matter to their task.

  • Improve accuracy – Remove irrelevant options to reduce errors, minimise confusion, and capture cleaner data.


⚠️ To see conditional fields in action on mobile devices, you will need to have v11.2 of the Onetrace Mobile App

Conditional fields

How to add conditional fields:

  1. Start by selecting the form, either from the library or a project, to add conditional fields

  2. Click on the Edit button on the right-hand side

  3. Go into the section or part of the form where the conditional field is needed

  4. Add a conditional field in three ways by:

    1. Clicking the +Add button in the top left corner

    2. Clicking the (+) button underneath a previous question

    3. Or by clicking on the +Add button at the bottom of a form or section

  5. Add a question or statement as the lead title

  6. Select which option you would like for the conditional to work from; currently, there is Yes/No or Pass/Fail

  7. Then select which field will be used to show follow-up form inputs

  8. To add these follow-up questions, select the + Add button underneath the “Show fields if answer is” text

  9. Select which field types you would like the operative on-site to fill out. You currently can’t add further conditional fields under an original conditional question. If you have previous follow-up fields, you can drag them into a conditional field by using the dots next to the question.

  10. Add further settings, such a required, or remember the previous entry if needed

  11. Click Save & Publish to add the conditional field to your form

⚠️ At present, conditional branching can only be applied to Yes/No and Pass/Fail question types, with an option for a N/A answer.

Form field type options

Field types are different ways to collect information when you build a form, for example, using a toggle for a yes/no question or a dropdown to select materials being used during an inspection or survey.

Field

Description

Example

Job sheets table filter

New Section

Organise your form by section to make it easier for operatives to find what they need on site.

For fire doors, sections can show exactly where work’s being done—like hinges or frames.

Conditional

Add logic to fields so follow-up questions only appear when relevant.

Lead question: Does the seal need replacing?
Answer: Yes/No Conditional answers for yes: Attach photo, describe seal, and record work carried out.

Text

Use single or multi-line text for short notes or longer descriptions.

Add comments or details about the work carried out.

Yes/No

A quick toggle to choose yes or no.

Use for remedial work questions.

Select

Let operatives choose one specific option—helps avoid input errors.

Adding a fire rating or manufacturer list.

Signature

Add a signature field so operatives can confirm work completion.

Used when signing off works or confirming compliance with the brief.

Materials

Choose materials from the project or library database.

Record material type, quantity, and dimensions used for installs or surveys.

Number

Accepts only numbers and decimals—no letters allowed.

For measurements, readings, or gap sizes not tied to materials.

Date & time

Add a date or time for past or future work—Onetrace auto-stamps the present.

For surveys already done or upcoming maintenance tasks.

💡 Show in jobs sheet table (own column)

Multi-select

Choose more than one option when needed.

For passing services like water and sprinkler pipes.

Photos

Upload or take photos of work directly from site.

For before-and-after records of completed work.

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