Learn how to grant your Admin users the necessary permissions to create and manage conditional fields in report templates.
Overview
Conditional fields are a way of creating reports that change on the fly based on user responses. Depending on the response, different questions might be asked. This way, the reports can be customized to the user's needs, ensuring they see and answer what matters most based on their choices.
Managing and editing conditional fields requires granting your Admin users new permissions. Users with Staff roles will not need any permission changes to complete reports with conditional fields.
Before you start
Here are some things you must do before you start:
- Contact us to activate the Conditional Fields feature on your TrackTik Portal.
- Ensure you have the necessary user access to manage Roles & Permissions.
Grant the permissions to manage Conditional Fields
To grant the necessary permissions to your Admin users, follow these steps:
- In the TrackTik portal, go to Settings.
- Select Roles & Security.
- Choose Admin Portal Roles.
- Select the role that needs access to conditional fields.
- Choose the Permission tab.
- Expand the Patrol folder.
- Enable the following permissions by clicking on the associated checkbox:
- Manage Report Conditional Fields – Allows admins to set up conditional rules.
-
Report Template Field Groups – Allows admins to create and edit groups of conditional fields.
- View
- Edit
- Create
- Sort Fields
- Remove
- Add Report Fields
- Remove Report Fields
-
Report Template Field Group Fields- Allows admins to manage the fields within a group.
- View
- Create
- Edit
- Archive
-
Report Libraries- Allows admins to create and edit libraries of conditional fields at the region level.
- View
- Edit
- Create
- Sort Fields
- Archive
- Unarchive
-
Report Library Fields- Allows admins to manage the fields within the libraries created at the regional level.
- View
- Create
- Edit
- Archive
- Sign out and back into your TrackTik Portal for the changes to take effect.