Conditional Checklist Items

The OpenApply Team
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Quick answer:

You can make a checklist item appear only when a parent's answer to a form field makes it relevant. Go to Settings > Admissions > Checklist, select the programme, select the pencil icon on the item, then + Add Checklist Rule.

For admins who want parents to see only the checklist items that apply to their child.

How conditional items work

A checklist item can depend on a field in one of your forms. Depending on the parent's answer, the item is shown or hidden for their child, so parents only see the items that are relevant.

For example, an item might only apply to a certain grade, to students whose first language is not English, or to students applying for a scholarship.

See which items are conditional

  1. Go to Settings > Admissions > Checklist.

  2. Select the programme that contains the checklist item.

  3. Check the Conditional column. It shows which fields each item depends on. N/A means the item is not conditional on any field. In this example, the Language Evaluation Form item is conditional on the Grade field.

    Screenshot: the checklist with the Conditional column showing the Language Evaluation Form item conditional on Grade

Add or edit conditions

  1. Select the pencil icon to edit the checklist item.

  2. Select + Add Checklist Rule to add a condition.

  3. Select the field the item should depend on. Only Single Line Text, Multi-Line Text, Multiple Choice, Dropdown and Checkbox fields are available.

  4. In the is dropdown, choose Equal, Not Equal, Blank or Not Blank.

  5. If you chose Equal or Not Equal, enter the value in the to box. To enter more than one value, separate them with the pipe character ( | ).

  6. To remove a condition, select the trash can.

  7. Select Save Changes.

    Screenshot: checklist rules for the Language Evaluation Form item with Grade and Language conditions

If an item has several rules, it is shown when any one of the conditions is met. In the example above, the Language Evaluation Form item is shown when Grade is Equal to Grade 1 or 一年级, or when Language is Not Equal to English.

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