Conditional logic across Coperniq (Forms, Automations, Workflows)
under review
Max Kazakov
under review
Canny AI
Merged in a post:
Site Survey Form Conditional Logic
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Lee Casey
I would like forms to have the ability to have conditional logic. example:
Does this property have existing solar? Yes or no?
Yes, It will add more questions to the site survey about the existing system.
no, If chosen there will be no more questions added to the system.
This will clean up the site surveys a lot and they will appear completed. right now I have it set up if it has existing solar its another field. but then once the site survey is completed it doesn't look complete cause it will say 27/41
Douglas Lacanilao
Hey Max do you have an update on this feature? This would make site survey more streamline.
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Tom Marshall
I would also like to be able to send automated emails based on a property.
if Utility = "A", send email A.
if Utility = "B", send email B.
Max Kazakov
Tom Marshall: Just saw this while reviewing Canny. While conditional logic in forms is still under review, you can already send emails based on property values updating. Try setting up an Automation with a "Project property updated" trigger.
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Tom Marshall
Max Kazakov my use case is a bit different. When a project is sold we know who the utility is. When going through the NEM process each utility has their own process. One requires a signature at application, another requires it at inspection. I want to be able to send completely different emails at a particular time based on what the utility property is.
Max Kazakov
Tom Marshall: So essentially a filter before the action? Something like
Trigger
Filter
Action
?
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Tom Marshall
Max Kazakov I think so? I hope this helps:
Trigger (WO complete) --> Check property:
- if property = A then send email A
- if property = B then send email B
Maybe I even want:
- if property = C then do nothing