Do you want a report that automatically adapts to every situation? 🚀
Conditional fields let you display certain elements only if a specific rule is met. The result: a clearer, smoother report perfectly tailored to your use case 💡
It’s perfect for:
🚧 Displaying information only if there is an issue
🏗️ Adapting content based on the type of work completed
👤 Modifying certain sections depending on the client concerned
👉 In reality, you can fully customize your report based on precise and flexible conditions
🧠 How do conditions work?
The principle is simple: You apply a display condition to a field. This means the field will only appear if another field is filled in or contains a specific keyword 🔎
The logic is: IF [condition met] → THEN [field visible]
⚠️ Condition settings are only available on the web version 💻
⚙️ Create a conditional report
Action | Detail |
1️⃣ Access the report template | Go to the Reports tab 💻 and open or create a template → You’ll land directly in the template editor 📋  |
2️⃣ Add a trigger field | Create a Single choice field titled "I observe (at least) one damage" with the answers ✅/❌ → This field becomes the trigger 🧠  |
3️⃣ Add dependent fields | Add the fields Photos 📸, Description 📝, and Date 📅 → They will only appear if the answer is ✅  |
4️⃣ Set up the condition | In the three dots (...)→ open the Conditions tab 🔧 and define:
→ You can add multiple rules using AND / OR 🔥  |
5️⃣ Test the display | Use the small phone 📱 on the right to test different conditions and check the logic 🎯  |
6️⃣ Put an entire section under condition | Apply a display rule to a full section to fully adapt the report to the context 🚧  |
🔗 Go further
To fully understand how reports and conversations work on Kraaft, we recommend:
Condition tags allow you to apply display rules directly in the default report, but you can also apply them to one of your custom report templates!
🎉 You can now create smart, dynamic reports perfectly adapted to every situation.
Need help setting up your reports? Contact us 📞