Conditional Branching in BigChange allows you to streamline processes by automating tasks based on user responses.
- It enables the display or navigation to other questions or worksheets depending on the response received.
- This feature saves time by skipping irrelevant questions and automating financial processes like invoicing and stock updates.
Planning Your Worksheet Flow
- Before implementing conditional branching, map out the questions and desired flow.
- Multiple conditional branches can be set on the same question.
- Use the flowchart to visualise and adjust the question flow.
Selecting A Trigger
Trigger Options
- After selecting ‘Add conditional branching’, choose a trigger from the following options:
- ‘Equal to’: Exact match, ideal for ‘Yes/No’ and ‘List’ questions.
- ‘Different Than’: Triggered if the response differs from the given answer, suitable for ‘Yes/No’, ‘List’, and some number-based questions.
- ‘Less Than’: Triggered by a response less than a specified number.
- ‘Greater Than’: Triggered by a response greater than a specified number.
- ‘Other Answers’: Triggered once any answer is given.
- Enter the desired ‘answer’ in the provided box.
Selecting An Action
Action Options
- After setting up the trigger, select an action:
- ‘Go to Question’: Navigate to another question in the worksheet.
- ‘Show Question’: Display a question if the trigger is met; hidden if not.
- ‘Go to Worksheet’: Navigate to another worksheet, regardless of job assignment.
- ‘View Worksheet’: Display another worksheet on the job.
- ‘Go to result’: Navigate to the job result page for result selection.
- ‘Go to stock’: Navigate to the job stock area on the tablet.
- ‘Go to consignment’: Navigate to the job consignment area on the tablet.
- ‘Force Result’: Complete the job with a specific result.
- 'Apply rating': Apply a rating table from a dropdown list.
Example of Conditional Branching
- Conditional branching can also automate some financial processes, ensuring that your invoicing and stock system is kept up to date eg, adding stock items to a job or applying a rating table.
- Thoughtful use of conditional branching can simplify complex processes and tailor worksheets to display only relevant questions.
- For example, you may only want to ask the question ‘Please describe the fault’ if the answer to the question which proceeds it is ‘Is the machine left in working order’ is ‘No’.
- Remember that a conditional branching question can also lead you to a further Worksheet
Conclusion
Conditional branching in BigChange Worksheets is a powerful tool for automating and streamlining processes. By carefully planning and implementing triggers and actions, you can create efficient workflows that save time and reduce complexity. Consider using conditional branching to enhance your company's operations and improve resource efficiency.
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