How can I conditionally select an option in the Appointment Slots widget?

  • ofd@archatl.com
    Asked on June 22, 2017 at 3:47 PM

    I currently am creating an event using the appointment widgets for different speakers at these sessions. There are 4 sessions total and each session has several speakers in English and Spanish. For sessions I, II, and III there is an English and Spanish speaker that will got for two hours, not one. So I want to use logic to make it so when they select the 2 hour speaker in session I or II, it automatically signs them up for that speaker in Session II or III as well, so they can't select another speaker for the next session. So if they select the 2 hour speaker in Session I, they are automatically selected for that speaker in session II, so they can't pick someone else for that session. But they can still pick from session III or IV. Does that make sense? If so, how can I do this? 

  • Kevin Support Team Lead
    Replied on June 22, 2017 at 5:00 PM

    As I can understand you need to conditionally select an option in the widget "Session II" based on the answer on the widget "Session I". 

    Example, if a user selects "E3 - Liturgy & Sacraments Part I (Fr. Joseph Shaute) (2 hrs.) (BT5)" on "Session I" you would like the option "E6 - Catholic Morality Part I (2 hrs.) (Dr. Chuck Betz) (IAT3)" to be automatically selected on the "Session II" field. Please, feel free to correct me if misunderstood your question. 

    Unfortunately, that is not possible to achieve using widgets since you cannot conditionally select an option in it. If you would like to perform such action then you would need to use the basic check box fields instead (Multiple Selections fields), this way you can conditionally check an option. 

    As an example, I used basic check boxes fields to display two options from your form, "Session I" and "Session II". I have added an extra field which default value is the one I need to be checked on "Session II" and that I will handle with conditions. 

    How can I conditionally select an option in the Appointment Slots widget?  Image 1 Screenshot 40

    Then I take the value from the text box and insert it in the second check box based on the answer selected on "Session I".

    How can I conditionally select an option in the Appointment Slots widget?  Image 2 Screenshot 51

    You could then set both check box fields to allow one entry only, which means that only one option can be checked. This will be found on the field settings, under the "Surveying" tab: 

    How can I conditionally select an option in the Appointment Slots widget?  Image 3 Screenshot 62

    You may take a look  on my sample form here: https://form.jotformpro.com/71725955155968 

    Feel free to clone it

    Hope this helps. 

     

  • ofd@archatl.com
    Replied on June 23, 2017 at 10:59 AM

    Thanks Kevin! 

    This was very helpful. I do have another question though: Can I add two "values" to the Default value for the text box? There is one 2 hour class in English in Session I and there is one 2 hour Class in Spanish in Session I. So I want either of those values to be an option if possible so if either if those is selected, then it automatically checks them off for that class in Session II as well. Right now it has just one class for the default value so I want to see if I can add another to that one text box. 

     

    Thanks. 

  • Kevin Support Team Lead
    Replied on June 23, 2017 at 11:52 AM

    It is possible to add an additional text to the default value of a short text entry field, but the conditions will not work. 

    If you need to check another option in the "Session II" field, then you will need to add a second short text entry field with the proper default value, do note that a second condition will need to be added too. 

    Please, give it a try and let us know if you have any question. 

  • ofd@archatl.com
    Replied on June 23, 2017 at 2:00 PM

    OK, got it. So I need to put 2 separate short text entry fields. 

    Also, those short text entry fields have to be displayed, right? Because when I tried to hide them the conditions wouldn't work.

    See, my dilemma is that when I put those default values in, the 2 hour class is visible in the short text for the person signing up. So the short text has that "E6 - Catholic Morality" already int he text box before anyone selects a class. So they won't understand why it's there and why it's possibly a speaker they don't want to go to. It would be even more confusing if there are 2 short text boxes with the 2 hour classes already in them. 

    Another Jotform our organization has used for an event has the appointment widgets, but each session has it's own page, which we could do for this one. And they also have some 2 hour speakers in their session 1. If they select a 2 hour speaker, then when they click "next" it automatically takes them to session 3, skipping over session 2. Could we do that maybe for this one too? 

    Does that make sense? 

  • David JotForm Support Manager
    Replied on June 23, 2017 at 4:35 PM

    Could you let us know what is the other form you are referring to? You can even try to clone it in your account to take the example of the way they have setup their conditions: https://www.jotform.com/help/42-How-to-Clone-an-Existing-Form-from-a-URL 

  • ofd@archatl.com
    Replied on June 26, 2017 at 8:57 AM

    Here is the other Jotform. So is there a way that I can set up my current form like this one? Thanks! 

    https://form.jotformpro.com/70365617213957 

  • Kevin Support Team Lead
    Replied on June 26, 2017 at 10:42 AM

    You could create your form in multiple pages, this guide will help you doing that:  How-to-Create-Multi-Page-Forms

    Now, you will need to set up conditions to redirect the user to the wanted page based on his answer, this guide will help you setting up such conditions: How-to-Skip-Pages-Using-Conditional-Logic

    Regarding why the conditions explained above do not work while the short text entry fields are hidden, I have just tested that and I can see it works fine even when the short text entry field  is hidden, you can see  it on my sample form: https://form.jotformpro.com/71725955155968 

    Please, make sure that your form does not clear hidden fields, this can be checked on the settings tab, form settings section and set the "Clear Hidden Fields" option to "Don't clear":

    How can I conditionally select an option in the Appointment Slots widget?  Image 1 Screenshot 20

    Hope this helps. 

     

  • ofd@archatl.com
    Replied on June 26, 2017 at 3:09 PM

    Okay, I think I got it. I'll have to ask the head of this event on Wednesday to confirm but I think I was able to figure it out using the Appointment Slots using the Conditional Logic with multiple pages. Thanks so much!