Field Types: Yes/No, Conditional Fields, Required Explanations, and Triggers.

📄 Field Types: Yes/No Fields, Conditional Logic, and Triggering Forms
 

Yes/No fields are one of the most powerful and versatile field types in Ontraccr. They go beyond simple inputs by enabling conditional logic, explanation requirements, and even triggering other forms. This article explains how to use them effectively.

✅ What is a Yes/No Field?

A Yes/No field allows users to answer a question with:

• Yes
• No
• Not Applicable (N/A) (optional)

You can configure whether N/A is available, require explanations based on responses, and show other fields or forms based on the answer.

🛠 How to Add a Yes/No Field

1. Go to Step 2: Fields of your form
2. Click ➕ Add Field under any section
3. In the Field Type dropdown, choose Yes/No
4. Enter your question in the Title field

⚙️ Yes/No Field Configuration Options

1. Mandatory (Optional vs. Required)

• Choose whether the user must answer the question to submit the form
• 🧠 Use for compliance-critical items

2. Hide N/A Option

• Checkbox: Hide N/A
• Removes the “Not Applicable” option so users can only choose Yes or No

🔍 Preview shows exactly how the question will look in real-time.

3. Requires Explanation

• Checkboxes:
  • Require Explanation for Yes
  • Require Explanation for No
  • Require Explanation for N/A
• Adds a text box when the selected option matches the condition
• The user cannot submit the form without filling it in

🧠 Use Cases:

4. Conditional Field Display

• Checkbox: Show this field conditionally
• Display this field only if certain conditions in earlier fields are met

Example:

Show this question only if “Was there an incident?” = Yes

5. Trigger a Form

• Checkbox: Enable Trigger Form
• Allows this question to initiate another form when answered

Once enabled, you can:

• Select a specific form to trigger
• Assign a default recipient (user, role, or field value)
• Map data from this form into the triggered form using field mapping

📥 Field Mapping: Auto-Populate Triggered Forms

When a form is triggered:

• Use Configure Field Mapping to map answers from the original form into the new one
• Only compatible field types can be mapped (e.g., text → text, yes/no → yes/no)
• Use the Auto Map button to pre-fill mappings based on similar names, then review manually

💡 Use Cases for Yes/No + Triggers

📌 Best Practices

• Always preview your field as you build it
• Combine "Requires Explanation" with "Mandatory" for high accountability
• Use trigger forms to automate escalation and documentation