Forms and Conditions

Attaching a form to a stage, defining the conditions that move the patient, and what a submission does

The form attached to a stage is what the agent fills in the Feedback panel after working the patient. Its conditions are the rules that read the answers and move the patient to the next stage. A form is how a stage records what happened and decides what comes next.

Attach Form

The Attach Form select lists your forms in two groups:

Group	Meaning
Single Page Form	A form the agent answers on one screen
Nested Form	A form that asks its questions one after another, each answer opening the next

Both are the feedback forms you build under your form settings. Attach one form per stage. Once picked, the condition box appears below it.

Conditions

A condition is a named set of answers. Every condition becomes an output of the stage, labelled with its name, so the conditions are the stage's exits.

Field	Meaning	Constraint
Condition Name	The label of the output on the canvas, and the name shown on the Form Actions output list	Required for at least one condition once a form is attached; up to 24 characters
+ Select Condition	Opens the form's questions so you pick the answer that satisfies this condition	Single-page forms open the "Single Page Feedback Form" dialog; nested forms open their own picker
Selected Condition:	The chosen question and answer, shown as Q and A under the condition	Read only
+ Add Condition	Adds another condition, numbered Condition 2, Condition 3	No fixed maximum

Example: a form with the question "Appointment booked?" and the answers Yes and No. Condition "Booked" selects Yes; condition "Not booked" selects No. The stage gets the outputs Booked and Not booked; connect the first to the pre-visit stage and the second to a follow-up stage.

How a Submission Is Read

When the agent presses Submit on the Feedback panel, the platform checks the submission in this order and stops at the first that applies:

A follow-up time was entered. A task named FEEDBACK SCHEDULED is created, due at that time; the stage's open tasks are resolved and replaced by it; the patient stays in the stage and their card moves to the bucket of that time. The answers are saved but no condition is evaluated.
A condition matches. Conditions are checked in the order you defined them. The first condition whose selected answers are all present in the submission wins: the stage's tasks are resolved and the patient follows that condition's output. A question answered with several options counts each option as present.
No condition matches. The answers are saved, the patient stays in the stage with the same tasks, and the submission is listed under Previous stages with View Feedback.

Required questions left empty stop the submission with "Please fill all the required fields"; nothing is saved.

What the Agent Sees

The Feedback panel beside the patient shows the attached form, an Add Note field and Add Follow Up Time.
After a move, the previous stage appears under Previous stages with View Feedback, which reopens the submitted answers read-only.
When no form is attached the panel offers Setup Feedback First instead of Submit, and the stage can only be left through call outcomes or Select Stage.

Designing Conditions

Make the conditions exhaustive. An answer no condition covers leaves the patient in the stage with the agent unaware; give every decisive answer a condition, or a final condition for "anything else" using an answer every submission carries.
Keep one decisive question per stage. Conditions built from several answers only match when all of them are present.
Name conditions by the decision, not the answer: "Booked", "Needs report", "Declined".
The order of conditions matters only when two could match the same submission; the first defined wins.

What You Configure — Attach Form

Setting	Your options	Default
Attach Form	One of your Single Page or Nested forms	None
Condition Name	Up to 24 characters	Empty
Selected answer	One answer of the attached form, picked with + Select Condition	None