Logic

Learn about Logic in templates and how to use it

Logic is an experimental feature and may change in the future

Logic is a way to turn your templates into smart templates. Enriching your template with logic allows it to auto-complete other sections based on the input or selection of elements.

Logic can only be set on certain elements:

• Text Fields

• Checkboxes

• Buttons

• Dropdown

• Multi-select dropdown

• Tooth selectors

How logic works

Logic are groups of conditions and actions (logic groups), that when set will auto-complete different sections of your template. Multiple conditions can be set in a logic group, as well as multiple actions.

Once a condition has been met, then action will occur, e.g.:

1. When Button A is set to X

2. Set Text Field B to be Y

Example

To add more context to how logic work, lets consider the following example. In your template, you have 2 elements:

• A Button that defines a patients smoking statues with the following options:

  • Non-smoker

  • Smoker

• A Checkbox that contains smoking cessation advice, in your Discussion section

We will create the following logic:

• When the button option 'Smoker' is selected, set the checkbox with smoking cessation advice to active

This will result in when a patient has been noted as a smoker, the smoking cessation advice will automatically be added to the output notes.

Adding logic to a Template

1. To start adding Logic to your Template, you need to enable editing mode.

2. Once enabled, click on the Logic icon in the Editor tool bar to open the Logic Panel

1. Start adding in your logics conditions and actions

   1. See conditions and actions below

Adding comments

You can add comments within your logic to give more context to what it does. This is useful for the readability of the logic, remembering why you included certain elements or a further explanation of the logic itself.

Re-ordering Logic

Logic is executed in the order it is displayed in. To re-order your logic groups, simply drag the 6 dot icon.

Other features

The logic panel can be expanded or collapsed to view more of your logic

Templates that have Logic set, will have the Logic icon displayed in the top bar.

You can click on it to open the Logic panel and view the Template logic.

Conditions and Actions

Conditions

Conditions set the bases for your logic. When the Condition for a logic group is met, the Action will be executed.

Condition types

Condition type	Elements used on	Description
Is	All	If the elements value matches this, the condition is met. It can be left empty to define being blank, or un-selected
Is not	All	If the elements value IS NOT this value, the condition is met. It can be left empty to define being blank or unselect.
contains	All	If the elements value CONTAINS this value, the condition is met. This value cannot be left empty.
Is populated and active	All	If the element is populated and active (i.e on an active line), the condition is met. If this condition is set, you can use the Set to condition value action, see here for more information.
Has state	Checkboxes	To define the checked state of the checkbox for the condition to be met: E.g, checked or unchecked.
Has selected	Buttons, Multi-select Dropdowns	Allows you to specify what options in the element and their state to have the condition met.

Using 'Has Selected'

When using the 'Has Selected' condition, you can define all or certain options within the element to form the logic. This is useful for handling context specific log.

You can also set each selected options state to make the condition value, e.g. if the option is selected or unselected.

Setting the Combination value can allow you to further refine your condition. This can be set to either ANY or EXACT:

• ANY - means that ANY of the options being selected will trigger meet the condition

• EXACT - means that the EXACT combination needs to be selected to meet the condition.

Tooth selector conditions

When setting the conditions for a Tooth Selector, you must choose the options in its menu that will meet the condition

Chaining Conditions

Conditions can be chained to add multiple conditions as part of your logic group. When chaining conditions, you can define ‘AND’ or ‘OR’

• AND - means that condition 1 AND condition 2 etc need to be met for the condition to be valid

• OR - means that at least 1 of the conditions defined need to be met for the condition to be active.

Actions

Actions define what should actually happen when a logic condition has been met. Some action types are element specific.

You can also set multiple actions to occur as part of the logic group, similar to condition chaining.

Action Types

Action type	Elements used on	Description
Set text	All	Defines to set the Action elements text value to the defined value. It can be left empty to define being blank, or un-selected
Set to conditions value	All	Defines to set the Action elements value to the same value of the condition element. This can only be set if the condition type was 'Is populated and active' Cannot be used with chained conditions
Set state	Checkboxes	Defines the checked state of an Action checkbox, e.g: checked or unchecked.
Set selected	Buttons, Multi-select Dropdowns	Defines the Action elements options to set, as part of the action.

Using 'Set Selected'

When using the 'Set Selected' action, you can define which options in the element you want to be set.

You can also set what each options state should be e.g. selected or unselected.

Setting the Behaviour value will allow you to override existing options set on the element or preserve already set options. This can be set to either SET or INCLUDE:

• SET - means to SET the elements options to the combination defined, removing any already set values

• INCLUDE - means it will add (INCLUDE) these defined combination, keeping any already set values unchanged.

Actions on Tooth Selectors

When setting an action on a Tooth Selector, you will be required to select the elements options to set in its menu.