Using Conditional Logic & Scoring

1min
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The Conditional Logic & Scoring feature in Visualogyx allows you to apply logic-based actions, such as scoring, flagging, and color-coding, based on responses within a specific range. This guide will walk you through setting up conditional logic for number fields in your templates.

Step 1: Add a Number Field to Your Template

	1.	Navigate to the Templates section in Visualogyx.
	2.	Click on Create Template to start a new template or select an existing one to edit.
	3.	Drag and drop a Number field into your template. This will be the field where you’ll set up conditional logic.

Step 2: Access the Logic Settings

	1.	Select the Number field to open the Number Properties panel.
	2.	Go to the Logic tab.
	3.	Click on Add Logic to begin setting up conditional actions.

Step 3: Define Your Conditional Logic (If-Then Rules)

	1.	In the logic setup, define your condition using the If-Then format:
	    •	If [Field Name] is [Condition] (e.g., “If Number is less than 50”).
	2.	Choose from various conditions, such as:
       • equal to
	    • not equal to
	    • less than
	    • less than or equal to
	    • greater than
	    • greater than or equal to

Step 4: Set Actions Based on Conditions

	1.	After defining the condition, select an action to apply when the condition is met:
	•	Add Score: Assign a score based on the response (e.g., add +1 point).
	•	Flag Response: Flag the response if it meets certain criteria.
	•	Set Color: Choose a color to indicate the response’s status (e.g., green for acceptable range).
	2.	Configure each action as needed to match your inspection criteria.

Step 5: Publish and Test Your Template

	1.	Publish the template after configuring all logic conditions.
	2.	Run a test inspection to ensure that the logic works as expected and that scores, flags, and colors apply correctly.

Example: Temperature Check Using Conditional Logic

For instance, you might set up a temperature check as follows:

	•	If Temperature [is] between 65 and 75°F:
	    • Action: Add +1 point, Set Color to Green.
	•	If Temperature [is not] in between 65 and 75°F:
	    •	Action: Flag Response, Set Color to Red.
	

This setup provides inspectors with immediate feedback based on the predefined criteria, making it easy to spot acceptable and critical responses during inspections.

For a visual walkthrough, refer to our video tutorial linked above.
Updated 05 Nov 2024
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Scoring, Flagging & Color Coding
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