Smart Fields can streamline the audit process by adding conditional branches into the template which guides the user through an audit by skipping over fields that are not relevant. Smart Fields allow a logic-based activation of a new field. For example, if a question requires a response for a particular answer, then indent a Smart Field under the item.

A Smart Fields is only a trigger, it will not appear in the final report or in the audit. Furthermore, the nested items will only appear in the audit or the report if the Smart Field condition is True.

The two images below show a Smart Field in action while conducting an audit. A set of two questions are nested under the Smart Field and is only shown when the Question is answered with a “Yes” response.

Section before smart field activation:

Section after smart field activation:

How Smart Fields Work

When entering a Smart Field into a template, you must nest/indent the Smart Field underneath the item that will trigger the field. The item that you want to appear from a specific response is then nested (or double indented) underneath the Smart Field.

The Smart Field will prompt you to choose the condition that will activate the field:

“if [response] is [answer] then show…”.

The smart field will provide appropriate logic options for the field it is indented under. For example, a smart field under a Question Field will provide the following logic options:

  • response is selected
  • response is not selected
  • response is…
  • response is not…
  • response is one of…
  • response is not one of…

The response and answer changes depending on the item that the Smart Field is nested underneath. SmartFields can be used with the following Fields:

  • question
  • checkbox
  • multiple choice
  • signature
  • slider
  • switch
  • text

Warning: Smart Fields do not work under the following items – Address, Date/Time, Drawing, Photo, Information and Dynamic Field.

iAuditor Web Platform

Access the template editor via your templates menu. Hover over the template you would like to edit and select the blue “edit” button on the far right-hand corner. This will launch you into the template editor.

Locate the field you want to associate logic to.  Underneath the template information menu (shown collapsed in the screenshot) scroll to the bottom to find the advanced field type options. Smart fields display as an advanced option under this menu.

Select, hold, drag and drop your smart field underneath the triggering field. Do not align your smart field with the item above, instead drop the item one indention inside the above to nest the smart field underneath the “parent”.

Click on the smart field to expand options and setup logic. Smart field will expand to offer corresponding “response” and “answer” settings.

Once the desired “response” and “answer” values are set, add in the field types you want to display upon smart field activation. In the screenshot below the smart field is activated when the response to the question above is “yes”. If the user answers “yes” to the question then the audit displays the additional two questions that were added underneath the smart field.

iOS devices

Access the template editor from your home screen by selecting the pencil icon. Your template will be launched into editing mode.

Locate the field that you want to associate the logic-driven smart field to. Select the plus (+) icon to add a new field underneath. Toggle the switch to advanced to reveal the dynamic and smart field types for use.

Add your smart field, which should nest automatically one indention underneath the parent field. Tap the smart field to expand options and setup logic. Smart field will expand to offer corresponding “response” and “answer” settings.

Once the desired “response” and “answer” values are set, add in the field types you want to display upon smart field activation. In the screenshot below the smart field is activated when the response to the question above is “yes”. If the user answers “yes” to the question then the audit displays the additional two questions that were added after the smart field in the template editor.

Android devices

Access the template editor from your home screen and launch into editing mode.

Locate the field you want to associate logic to.  Underneath, add your smart field, which should nest automatically underneath the parent field. On Android this is indicated by the dots next to each field type (e.g. one dot – nested one level underneath the parent, two dots – nested two levels underneath the parent). Tap the smart field to expand options and setup logic. Smart field will expand to offer corresponding “response” and “answer” settings.

Once the desired “response” and “answer” values are set, add in the field types you want to display upon smart field activation. In the screenshot above the smart field is activated when the response to the question above is “yes”. If the user answers “yes” to the parent question then the audit displays the information field (nested underneath the smart field).

Note: You can Preview your Smart Fields in action by clicking the ‘Preview’ button at the top of the iAuditor web platform Template Editor.