Template interactions and improvements

Hi ​@jonnyg and thanks for the question. 

I might need some further clarification regarding your question. Right now you are able to add a multiple choice option and specify different logic paths for each selection and show an instruction field, for example. You can upload images or PDF’s to instruction fields. 

I think this achieves what you are looking for, but I feel that I don’t fully understand your request. 

I have attached what my mocked up version of your request might look like in the template editor. 

Please let me know what I have missed or where we could do better with this request. Thank you. 

No.

What you have added is just basic logic.

Ref logic chosen inserts something.

I wanted the logic to link with documents etc with the system so if you choose one or more then it explicitly ads the Pdfs or similar.

This would be part of multiple options where the labels are linked to individual files and not just an instruction.

Right, so you want certain documents (say a PDF) to be automatically linked in or referenced based on logic, rather than having to specify each item as an information field, is that right? 

What are some examples of what this would allow you to do?

In a similar need / concept to the “brick” and the “product specification sheet” which sounds fantastic.

I have a client who for example has fall protection equipment - we inspect their equipment.

 - If I select  a brand and style of harness from a list - then the PDF product manual could be attached to the report as an appendix.

Alternately

I have a client who for example has play ground equipment - we inspect their equipment.

 If they have certain products from certain manufacturers we could attach: the installation rendering; daily inspection form; product recall notices, etc. 

With the Companies Module and/or Documents module - these could be linked  - even if just available as an optional standard question like you have comment,  take photo - add a Link Document button to every question type.  This would be a game changer, as many of our clients have the same type of failures, or need the same type of daily inspection report, etc.

Thank you ​@Keith J for the terrific insight into your business practices, this helps tremendously and it’s great to see two different customers have similar requests. 

I will pass this feedback on to the team and we will consider how we might be able to bring this capability into the editor while we are getting Documents ready for release.