How do I show a step only when an earlier answer is Yes?

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1

On our room turnover, “Note any damage” should only appear when there is damage. Can a step depend on an earlier answer?

Posted by the ChecklistSquad team. This one comes up often, so the answer is below. Reply if your setup needs something it doesn’t cover.

2

Yes. Give the step a rule with Show only when…. The rule looks at an earlier yes/no or number answer, and the step stays hidden until the answer matches.

  1. Make sure an earlier step asks the question, for example “Any damage in the room?” with a yes/no field.
  2. In the template editor, open the later step’s ••• menu and choose Show only when….
  3. Pick the earlier step, then the answer: Yes or No, or for a number, greater or less than a value.
  4. Tap Apply rule, then Save changes.

When to show this, for Note any damage: When Any damage in the room? (Damage found), Answer is Yes, with Apply rule
When to show this, for Note any damage: When Any damage in the room? (Damage found), Answer is Yes, with Apply rule1168×1240 38.1 KB

The outline shows the rule as a chip on the step:

The Handoff section in the template editor: Take room photos, Any damage in the room?, Note any damage with the chip When Any damage in the room? is Yes, Supervisor inspection, Mark the room ready
The Handoff section in the template editor: Take room photos, Any damage in the room?, Note any damage with the chip When Any damage in the room? is Yes, Supervisor inspection, Mark the room ready1376×1020 24.8 KB

  • A hidden step stays out of the checklist and out of its count.
  • If someone changes the earlier answer, the step hides again, and anything already typed into it is kept.
  • A rule can only look at a step that comes before it. Use Move up in the step’s menu if the question is below.

Help center: Ask only what applies