How to manage section routing and conditional logic in Event Forms

Before you start

Only designated users in your organisation have access to Object Manager. If you need something changed in Object Manager and don't have access, contact the people in your organisation responsible for configuring it.

What is routing?

Routing controls the path a reporter takes through an Event Form. It determines which section they see next, whether they skip sections, and when the form is submitted.

You can control routing at two levels:

• Section-level routing: The 'End of the section' action sets the default route after a reporter completes a section.

• Question-level routing: Conditional logic on a dropdown question changes the route based on the answer selected.

Routing options

The routing options available depend on how many sections the form has and which section you are routing from: 

• 'Continue to next section' sends the reporter to the next section in the form. 
• 'Go to section…' sends the reporter to a later section that is more than one step ahead. For example, from section 1, this option appears only if the form has section 3 or later. Each choice is labelled with the section's position and name, for example 'Go to section 3 (Injury details)'.
• 'Submit form' submits the form after the current section or selected answer. 

Example of using routing in an Event Form

Consider a form with three sections:

1. Event type asks whether the event is an injury or near miss.
2. Injury details
3. Near-miss details

In section 1, use conditional logic on the dropdown question:

• 'Injury' -> continue to section 2.
  'Near miss' -> go to section 3.

Then use section-level routing to control what happens next:

• At the end of section 2, select 'Submit form' so reporters who selected 'Injury' do not continue to the near-miss questions.
• Section 3 is the final section, so submitting the form is the only possible outcome.

   

This means question-level conditional logic selects the relevant path, while section-level routing controls what happens by default after each non-final section.

How to set the default route after a section

The ‘End of the section’ action determines where reporters go by default after completing a section.

1. Go to 'Object Manager' > 'Events' > 'Forms'.
2. Open the Event Form you want to edit or click 'New' to create a new one.
3. Add the sections and questions you need for the Event Form.
4. Find the 'End of the section' indicator at the bottom of the section you want to route from.
5. Click the dropdown next to it.
6. Choose the routing option you want to use.
7. Click 'Publish' to save.

How to set up conditional logic

Conditional logic lets you change the route based on the answer selected in a dropdown question.

1. Go to 'Object Manager' > 'Events' > 'Forms'.
2. Open the Event Form you want to edit or click 'New' to create a new one.
3. Add the sections and questions you need for the Event Form.
4. Find the dropdown question you want to route from.
5. Click the three-dot menu (…) at the bottom right of the question.
6. Select 'Go to section based on answer'. A routing dropdown appears next to each option, set to 'Continue to next section' by default.
7. For each dropdown option, choose the route reporters should follow when they select that answer.
8. Click 'Publish' to save.

How routing priority works

When a dropdown question has conditional logic, the selected answer's route takes priority over the section's default 'End of the section' action. This is because each dropdown option has its own route.

If the dropdown question with conditional logic is left unanswered, the default 'End of the section' action applies.