Using the Job Template Builder and Conditional Fields

Create clear, practical job sheets that show your team only the information they need.

The Job Template Builder allows you to create job sheets that capture the information your team needs. You can add different types of questions, organise them into groups and use Conditional Fields to show additional questions only when they are relevant.

Create the question
Ask the question that determines what happens next.
Create the group
Add the questions you want to show when the condition is met.
Connect them
Choose what happens when the answer is Yes or No.

What are Conditional Fields?

Conditional Fields let you show or hide certain fields on your job forms based on the answers given. This means your team only sees the fields that matter, helping reduce errors and saving time when completing forms.

1. Open the Job Template Builder

To create or edit a job template:

Go to Job Options.
Select Job Sheet Templates.
Choose the form you want to edit.

For more information about creating and editing templates, see Creating custom job templates.

Understanding fields and groups

Before setting up a condition, it helps to understand the two main parts of a template:

Field – a question or piece of information you want your team to complete, such as “Does this job require a Waste Transfer Note?”
Group – a collection of related fields. For example, you could create a group called “WTN” containing all the questions needed for a Waste Transfer Note.

2. Create the trigger question

Start by creating the question that will determine what happens next. For example:

Do you need to complete a Waste Transfer Note?

When adding or editing the field, select either a Yes/No field or a Checkbox as the Field Type.

3. Create the group of questions

Next, create a new group containing the questions you want to appear when the relevant answer is selected.

For the example above, you could create a group called WTN and add the questions required to complete the Waste Transfer Note.

Important: Create the group first, so you have somewhere to connect the trigger question.

4. Hide the group until it is needed

If you only want the group to appear when the relevant answer is selected, go into Group Settings and choose:

Hide unless selected from field

This keeps the questions hidden until the condition is met, helping keep the job sheet focused.

5. Connect the trigger question to the group

Return to the trigger question and open Field Settings. You can then decide where the app should go depending on the answer.

Use If yes, connect to and If no, connect to to control which group the user sees next.

Answer	Connect to
If Yes	WTN
If No	The next relevant group

The trigger question decides what happens next. The group contains the questions you want the engineer to complete.

A simple drainage example

Imagine you are creating a drainage job sheet, but you only want CCTV survey questions to appear on jobs that actually involve a survey.

Trigger question: “Is this a CCTV survey?”
If Yes: Connect to the “CCTV Survey” group.
If No: Continue to the next relevant group.

The CCTV Survey group can then contain the fields your team needs for that type of work. This means engineers are not presented with unnecessary questions on every job.

6. Save and test your template

Once you have finished making your changes:

Click Save Template.
Create a test job using the template.
Work through the questions and check that the correct groups appear for each answer.

Important: Test both the Yes and No routes before using the template on live jobs to make sure it behaves as expected.

Tips for getting the best from Conditional Fields

Keep conditions simple – Simple conditions are easier for your team to understand and easier to maintain.
Group related questions – Keep questions that belong together in the same group where possible.
Only show what is needed – Use conditions to reduce clutter and focus your team on the information that matters.
Use clear questions – Make the trigger question unambiguous so the engineer knows exactly what they are being asked.

Common examples

Type of work	Trigger question	What happens next?
Drainage	Is this a CCTV survey?	Yes → show CCTV survey fields.
Waste	Does this job require a Waste Transfer Note?	Yes → show WTN questions.
Gas engineering	Is this a gas job?	Yes → show the relevant Gas Safety Certificate fields.
Facilities management	Does this job require a permit?	Yes → show the permit-related questions.