Conditions for hiding pages not working on Approval Workflow

  • jillyfell
    Asked on September 25, 2020 at 4:15 PM

    Hi

    I have a very complicated form which has numerous conditions hiding pages and a variety of things and It seems to be working properly when completing the form. However I have set up an approval work flow as the form must be reviewed and approved by a manager through email notification but when I click on the edit form button and it takes me to the form, it shows pages that should be showing or blank pages with just the next/back buttons. I don't understand why these pages are showing based on the conditions I have set up.

    Thank you ,

    Jill

  • roneet
    Replied on September 25, 2020 at 10:30 PM

    Could you please share one submission ID where you are experiencing it so that we could match and test the form.

    https://www.jotform.com/help/549-Where-to-Find-the-Submission-ID

    Thanks.

  • jillyfell
    Replied on September 28, 2020 at 10:40 AM

    Here is a submission I created this morning that si showing errors. 4771129603365273631




  • roneet
    Replied on September 28, 2020 at 12:35 PM

    Let me make test based on the submission id you have provided.

    We will get back to you in some time.

    Thanks.

  • roneet
    Replied on September 28, 2020 at 1:25 PM

    I think you have to add other conditions to hide the pages when the form is edited. For example this condition:

    1601313903 5f721c6f71518  Screenshot 10

    Let us know how it goes.

    Thanks.

  • jillyfell
    Replied on September 28, 2020 at 4:15 PM

    No that did not work, it is still showing all the pages that should be hidden and it then screws up the other conditions and showing pages now that it shouldn't be.

    And now when I click review the details of the form it shows all the sections, even the ones should be hidden and which was previously not happening

  • jillyfell
    Replied on October 1, 2020 at 10:39 AM

    I haven't heard anything back... is anyone looking into this issue for me and coming up with a solution that works.

    Thanks

  • roneet
    Replied on October 1, 2020 at 12:31 PM

    You have a condition that "Select Injury to Individual Incident Sub-type:" is Bite then hide the section "INJURY TO ANIMAL" that is the reason the fields are showing as blank on page 6. You need to hide page 6 for these two conditions:

    1601569016 5f7600f848a9e  Screenshot 10

    I do not see any skip page condition applied for page 6.

    I have applied the logic to hide the page 8 when the URL contains the "edit" keyword for all the page 8 condition and could see the blank page with the next/back button is hidden:

    1601569701 5f7603a542244  Screenshot 21

    1601569735 5f7603c798529  Screenshot 32


    Here is the edit link:

    https://www.jotform.com/edit/4771210568919221006

    Her is my cloned form:

    https://form.jotform.com/202714973864969

    Feel free to test the cloned form.

    Thanks.

  • jillyfell
    Replied on October 1, 2020 at 12:49 PM

    When I hide the page 6 for the following condition it screws up my other conditions and ends up showing pages that shouldn't be shown as there is another condition to hide page 6 (see below) so the only work around I could find was to hide the section and have a blank page.

    1601570485 5f7606b593657  Screenshot 10


    Your cloned form is not working, it is showing the animal details page that should be hidden (which I believe is page 4) and 2 blank pages. There are conditions for basically every page to be hidden based on what is chosen on page 2, so will the conditions only work when add the edit logic to hide the every single condition for every single page? I just don't want to spend hours adding 26 conditions if it isn't going to work, especially when I don't understand why the conditions wouldn't work when the form is being edited.

    Thank you,

    Jill

  • jillyfell
    Replied on October 1, 2020 at 1:14 PM

    I have entered the conditions you provided for the URL edit to every condition and now none of my original conditions are working and the pages are showing. Here is the link with the conditions put in

    https://form.jotform.com/202516262384048



  • KrisLei Jotform Support
    Replied on October 1, 2020 at 6:46 PM

    Hello Jill,

    I have checked the form and it seems that it only contains 1 condition:
    1601591982 5f765aae01507 Screenshot 1002 Screenshot 10

    I believe that you were originally working on this form, 202517181578256, correct?

    Can you provide us with your workflow and which fields or page to hide if the Get Page URL contains 'Edit' value? Thank you, looking forward to your response.

    Thank you. Looking forward to your response.

  • jillyfell
    Replied on October 2, 2020 at 11:02 AM

    Hi

    Sorry that is my error as it is a subforms for the main form. Here is the correct link for the main form which has over 100 conditions.

    Page URL:

    https://form.jotform.com/202517181578256


  • jillyfell
    Replied on October 2, 2020 at 11:14 AM

    I would share my condition document but there is no where to attach a document so below is a picture of the url conditions I just added for the types. I do have more hide page condition for but I have not done them I suspected what I was told to do would not work as I tested it previously

    1601651633 5f7743b16be37  Screenshot 101601651651 5f7743c3b8af3  Screenshot 21


  • roneet
    Replied on October 2, 2020 at 12:35 PM

    You could upload the entire document to the Google Drive then share the viewable link of the Drive.

    We will take a look at your requirement.

    There are many conditions in your form so it is difficult for us to check each condition. If we can study the requirement document then we could get an idea where it is failing.

    Looking forward to your response.

    Thanks

  • jillyfell
    Replied on October 2, 2020 at 3:06 PM

    Here is the link to the document in the google drive:

    The first 4 pages are the hide page conditions, with the last page being the URL ones I have added, so now none of the original conditions are working, nor are any of the conditions working properly when the secondary person goes to edit.

    https://drive.google.com/file/d/1N-hI-eI6ImudE5nqC62_8dLIga9VPnlB/view?usp=sharing

    Again I don't understand how the conditions I set up work properly for the form but then when an a person get a edit url and re-enters the completed form, they don't work.

    Let me know if you need further information.

    Jill



  • KrisLei Jotform Support
    Replied on October 2, 2020 at 5:57 PM

    Thank you for providing additional information, however, the link you have provided is not the sharable link:

    1601674497 5f779d018f240 Screenshot 1003 Screenshot 10

    Would it be fine to provide us with a sharable link? I have checked the form and there are 31 conditions associated with the Get Page URL widget, and as I can see there were also duplicate conditions that can cause conflict on the behavior of the fields or page.

    I think we really need the sharable link for your list of conditions to validate it on our end. Looking forward to your response. Thank you.

  • jillyfell
    Replied on October 2, 2020 at 5:59 PM

    Sorry I forgot to change the permission, here should be the shareable link

    https://drive.google.com/file/d/1N-hI-eI6ImudE5nqC62_8dLIga9VPnlB/view?usp=sharing



  • KrisLei Jotform Support
    Replied on October 2, 2020 at 7:34 PM

    Thank you. Kindly give me time to implement your workflow using a cloned form.

    I will get back to you shortly as soon as possible. Thanks.

  • KrisLei Jotform Support
    Replied on October 5, 2020 at 2:11 PM

    Please accept my apologies for the late response.

    I have cloned your form and added the conditions for the Get Page URL, based on your requirements. However, I had confusion in locating some of the fields stated on the file:

    1601919978 5f7b5bea9ac1e condition Screenshot 10

    1601920001 5f7b5c01aab70 condition1 Screenshot 21

    Also, I have noticed that you have 'Show' conditions that are associated with fields that are visible by default on the form. If a field is shown by default, it should only be associated with a hiding condition, or else it will have conflict on the behavior of the field, and it will result in being hidden. Here's an example:

    1601920266 5f7b5d0a65f5b Screenshot 1006 Screenshot 32

    The fields are shown by default on the form; if you would like to show these fields conditionally, you can hide the fields through its properties or by default: -how-to-hide-form-fields. I have implemented this on the cloned form as well.

    Kindly try to clone and test my cloned form on your account to check if it meets your requirements: https://form.jotform.com/202756397071965

    If you need further assistance, please provide us with the specific field or which field you are having trouble with on edit mode to investigate it on our end further. Thank you.

  • jillyfell
    Replied on October 5, 2020 at 3:40 PM

    Hi

    The fields you state missing, are not fields it is just the type of information that is included on those pages, so it is just the page numbers that matter in terms of the conditions.

    In terms of the 'Show' conditions  you stated for 149-150, I want the fields to be hidden from the original person who fills out the form, so those fields must only show in the approval process when the supervisor receives the email to sign off the form. My testing of that condition had it working how I wanted it to. I am not sure how I would hide the these fields and then show these fields when the link is sent through the approval process?

    I have tested your clone and as I stated previously, by adding the "edit" conditions none of my original conditions are working when the form is completed by the original user. I am not even getting an email for the approval, so I can't even check if on the edit email your conditions actually work. I am not sure what is not being understood, so I will repeat what I have stated several times in this thread.

    All my hide page conditions are working properly when the form is originally completed. Once the form is submitted, an email gets sent to a supervisor as an approval work flow because the form must be reviewed and approved by a manager. The manager is required complete some fields, upload sub-forms and sign off the form before resubmitting. When the email notification is received and I click on the edit form button and it takes me to the form, but none of my original conditions are working so pages that should be hidden and blank pages with just the next/back buttons are being shown when they shouldn't be.

    I was told to enter the same hide page conditions but with the ALL condition and addition of change on edit - see above to have my conditions work when second review (supervisor - work flow) is happening. I added all the conditions as per my document and I have stated several times this hasn't worked and is screwing my original conditions so when the first person is completing the form it is now not hiding any of the pages like it should be. There is no point in me the conditions on the work flow and not on the main form when it is completed.

    This is the third time that I am having to repeat myself that the solution you have provided isn't working. I understand my form is very complicated but it is very unclear why my conditions would not just be working on a work flow when nothing in the form has changed except someone else is coming to go over the form.


  • roneet
    Replied on October 7, 2020 at 3:56 AM

    Could you please use the Skip to page logic in your form instead of the Hide page?

    For example:

    1602057149 5f7d73bd451ae  Screenshot 10

    Since your pages are not sequencial so you have to write conditions with combinations of fields(Page1+Page2) so that it do not directly skip to page 4 as you want the page 2 to appear after page 1 and not directly skip to page 4 thus hiding the page 3 when the question "Is the individual completeing the form..?" is equal to No on the page 1.

    Please give it a try and let us know how it goes.

    Thanks.

  • jillyfell
    Replied on October 7, 2020 at 11:04 AM

    So you basically want me to rewrite all the page conditions and add additional fields to trigger skip sections to add even more conditions. And then add add even more conditions if multiple choices are made to not skip sections. So I will need to spend multiple man hours changing and rewriting this form "to give it a try to see if it works" because you cannot figure out, on your end, why the skip page conditions I have set up are not working on an approval flow even though they are working when the form is completed. I created the form this way because of previously advice given and have already wasted a lot of man hours trying to fix this issue with previous solutions provided in this thread that didn't work. I already suspect that this is not going to work and this is not a solution because of the complexity of the form

    For example, please tell me what the skip to conditions would be for the follow:

    Page 2 -Type of incident: Injury to Animal - The sub-type affects the pages that are shown:

    Sub-Type: Bite should skip to page 6, show page 7, then skip to page 12, show page 13, then skip page 16, then skip to page 20

    Sub-Type: Not Animal Related should skip to page 6, not show page 7, then skip to page 12, show page 13, then skip page 16, then skip to page 20

    Then please explain to me how I would not skip if an additional type was selected (for example Injury to Human) where again depending on the sub-type I would need to have or not have certain page showing. For example if the sub-type was Not Animal Related, I would need to page 4 and page 14 show but if it the sub-type was bite then I would need page 5, 6 and 7 and 14 showing. .

    If you can let me know what the conditions for the above situation that would be appreciated

    Thank you

    Jill


  • roneet
    Replied on October 7, 2020 at 2:15 PM

    Hello Jill,

    I just made a demo form to check if the hide pages conditions work on the edit link. It is working as expected.

    In your form, you have several parent field which shows sub-fields based on that. Sometimes you have written condition based on the parent field and some time you have written condition based on the child field.

    Since the child field is not shown unless we select the related parent field so this is causing conflict in your form. In the background it checks condition based on the parent field as well as child field. In some scenarios the child is never shown but the condition is there to hide the same page which is causing conflict.

    An instance of this:

    On further checking, I have noticed that there is a conflict in your conditions when you are hiding the page 4.

    You have two conditions to hide page 4 when "Please select type of incident that has occurred:" IS NOT EQUAL TO "Injury to Individual"

    and at the same time, you have another condition where "Select Injury to individual Sub-type" IS EQUAL TO "Not Animal related"

    1602092954 5f7dff9a900c9  Screenshot 10

    These two conditions are conflicting with each other and thus not hiding Page 4 so it is visible in the edit link. Please disable the condition above.

    As the field 30 is a subfield which should only appear when Injury to animal is selected in the field 16. Since you have already defined condition to hide page 4 with respect to field 16 so it is not required.

    Please make the fields mandatory for those fields that are triggering the conditions so that the fields are not skipped to trigger the condition.

    Thanks.

  • jillyfell
    Replied on October 7, 2020 at 4:24 PM

    Again as I stated previously, when the edit conditions are added they do work on when edit link is clicked but when those are in place, none of the original hide page conditions work when the form is being completed in the first instance.

    For the example to provided above: Page 4 and field 30 have nothing to do with Injury to Animal. Page 4 should only show if the type selected is "Injury to Individual" (hence the hide page 4 if not equal to Injury to Individual), however if the sub-type selected is "Not Animal Related" then page 4 must be hidden because that information is not required (hide page 4 if equal to Not Animal Related). When I disable it I now see page 4 when I shouldn't.

    I am not clear what you are asking me to do here: "Please make the fields mandatory for those fields that are triggering the conditions so that the fields are not skipped to trigger the condition."

  • KrisLei Jotform Support
    Replied on October 7, 2020 at 6:04 PM

    Apologize for all the confusion.

    Again as I stated previously, when the edit conditions are added they do work on when edit link is clicked but when those are in place, none of the original hide page conditions work when the form is being completed in the first instance.

    It seems that we need to add more conditions while accessing the Edit link since fields are still showing instead of being hidden, it also looks like that the original conditions are being overwritten by the conditions with Edit mode.

    For the example to provided above: Page 4 and field 30 have nothing to do with Injury to Animal. Page 4 should only show if the type selected is "Injury to Individual" (hence the hide page 4 if not equal to Injury to Individual), however if the sub-type selected is "Not Animal Related" then page 4 must be hidden because that information is not required (hide page 4 if equal to Not Animal Related). When I disable it I now see page 4 when I shouldn't.

    Let me get back to you again to analyze the conditions further on my end.

    Thank you.

  • KrisLei Jotform Support
    Replied on October 11, 2020 at 11:09 PM

    Please accept my sincerest apologies for the late response. It seems that it was a downstream error on the existing conditions and not with the conditions on the edit mode.

    Page 4 should only show if the type selected is "Injury to Individual" (hence the hide page 4 if not equal to Injury to Individual)

    I can see that you are referring to this condition that should hide page 4:

    1602467626 5f83b72a5a412 Screenshot 1012 Screenshot 10

    I have disabled this condition on my cloned form, as my colleague's advice, this will create conflicts with other conditions to hide page 4 because there are sub-questions (child fields) that will require to hide the page.

    however if the sub-type selected is "Not Animal Related" then page 4 must be hidden because that information is not required (hide page 4 if equal to Not Animal Related)

    But there's no rule if "Select Injury to Animal Incident Sub-type" is Equal to "Not Animal Related," and the page is shown by default, so it will also show on edit mode. Please try to add a condition, "Select Injury to Animal Incident Sub-type" is Equal to "Not Animal related" to hide page 4:

    1602471081 5f83c4a9b7065 Screenshot 1012 Screenshot 21

    If ANY of the sub-type is equal to 'Not Animal Related" it will hide page 4 as per your requirements. You may immediately check the results on this 'edit' link, wherein I initially select the "Injury to Animal" incident type and "Not Animal related" for the sub-type:

    https://www.jotform.com/edit/4782726281278180245

    Also, I have found two similar conditions to Hide page 4:

    1602467080 5f83b508c601d  Screenshot 32

    These identical conditions can also cause downstream errors or conflicts on the behavior of the page or fields. Kindly try to disable both conditions. The way I see it, there's no need for additional conditions on edit mode (or for the Get Page URL), because the hidden fields on initial submission should stay hidden as it is in edit mode. The condition that you would only need to add is to show the required fields for the approver.

    You may check the results here on the cloned form: https://form.jotform.com/202847202971960

  • jillyfell
    Replied on October 15, 2020 at 4:00 PM

    Hi

    Thank you for the response, but this does not fix any of the issues.

    Page 4 should only show if the Type: Injury to Individual is selected, if any of the other 7 types are selected it should not show which is is now because of you disabling the condition to hide page 4. Page 4 has nothing to do with any of the other types. But when Type: Injury to Individual is selected, page 4 should show to the 2 sub-types (bite, animal related) and not show to the sub-type not animal related which is why there are the 2 page hides for page 4.

    I did discover the duplicate page 4 condition and have delete one of them.

    I tried the results on your cloned form and the edit mode is still not working properly. For example when I select injury to individual - Bite - Page 3 and 4 show up but then I see page 8 Individual (Principal) Details, then a blank page with just back and next and another blank page with just back and next at the end - all of these pages should not be showing.

    I also do not there should be additional edit conditions required but nothing seems to be working properly when the supervisor receives the edit button. I am not sure what you mean by adding the "condition that you would only need to add is to show the required fields for the approver"

    Thank you,

    Jill

  • KrisLei Jotform Support
    Replied on October 15, 2020 at 6:56 PM

    I will review further the conditions on your form. Kindly give me more time, and I will get back to you as soon as possible; it seems that several conditions are causing conflicts and downstream errors on the form.

    I am not sure what you mean by adding the "condition that you would only need to add is to show the required fields for the approver."

    My apologies for the confusion created. I mean that if the fields are hidden initially, it should remain hidden in edit mode, and it shouldn't require hiding the fields again through conditions. The only conditions that should be added to edit the form are for the fields to "show" so that the approver can fill it in.

    Thank you.