Hi
Problem Description:
I have a project where users fill out a form on the “qualification_page” by selecting values from dropdown lists. Based on their responses, I create a “Green Plan” record with recommendations, which should then display on the “green_plan” page.
Setup:
- On the “qualification_page,” users select options from two dropdowns:
Dropdown_DisposableUtensils (values: Yes/No)Dropdown_WasteSorting (values: Yes/No)
- When the user clicks “Generate your plan,” a workflow is triggered that:
- Creates a new “Green Plan” record and transfers the dropdown values to the appropriate fields.
- Navigates to the “green_plan” page, passing the created record.
- On the “green_plan” page, I have text elements that should display based on the transferred values. I use Conditional settings to manage their visibility.
Issue:
The recommendations only display for a specific combination of responses (e.g., Yes for Dropdown_DisposableUtensils and No for Dropdown_WasteSorting). The text does not appear for other combinations.
What I’ve Checked So Far:
- Verified that the workflow on the form page correctly transfers the dropdown values to the “Green Plan” record.
- Confirmed that the values are being passed properly to the “green_plan” page.
- Set up conditions for each text element on the “green_plan” page using Conditional settings to ensure they display based on the values.
Questions:
- Why does the text only display for one specific combination of answers?
- How can I ensure that the conditions are set up correctly and that data transfer is functioning as expected?
Any guidance or suggestions would be greatly appreciated!
Thank you!
Hello @gregoryworkrussia ! I hope to find you well. In my view of what you described, your plan manager, let’s say, the person answers two items, right? If it’s yes to both, it takes them to a plan, is that it? Or if they select one yes and the other no, it takes them to another type of plan?
Hi Krenkel,
Thanks for the information!
Yes, if the user indicates ‘Yes’ they are given a certain solution and if ‘No’ they are given a different answer.
Right now I’m trying to tweak the logic on just two questions in the questionnaire, before moving many more questions into the questionnaire and the solutions that are offered depending on the answers in the questionnaire.
Good morning @gregoryworkrussia! How many questions will you have on this form? Because for these two questions alone we already have at least 3 types of plans. Do you think about having fixed plans? Because dynamically, only if you use some artificial intelligence to create the answers as you go along, otherwise with only fixed plans, for certain situations, in my opinion, it is unfeasible, having too many questions, my view of course.
Good afternoon @krenkel !
I can say for sure that there will be more than 10 questions, they are divided into spheres.
Qualification
First will be the qualification of the client where I will be able to identify his business segment, city and future plans.
Assessing his current implementation of green solutions
In the second part, we ask about 10 questions to understand the status of greenisation.
We have a large database of green solutions from which solutions will be offered if they fulfil the criteria, for example:
- Business Segment
- Desire to green processes
- What is not yet implemented
In the end, based on the answers, a precise plan of green actions for the business is formed, with calculated metrics, e.g. for non-emission of Co2 and so on.
Now I want to try to adjust the logic on only two questions, but as I wrote above, it is here that I encounter difficulties.
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