6. Configure Forms with Conditional Logic

In the module builder, locate the Submit a Ticket button block. Select the When Form Answered block located directly after it. The When Form Answered panel displays.

In the Action Type field, select Open a form. The Choose form field displays below.

Select the Choose form dropdown and select the Legal Question form.

Select the edit icon, , beside the action title and rename the action to "Legal selected".

On the newly-named Legal selected action block, select the Conditions button, . The Conditions panel displays.

Select Add Condition. A new condition group displays.

Select the Search data field dropdown (first condition field) and select What do you need help with?.

Select the Enter value field (second condition field) and select Legal Request. The Condition button is shaded on the Legal selected action block, indicating the condition has been successfully added to the action.

Select the When Form Answered action block that follows the Legal selected block. The When Form Answered panel displays.

Confirm that the Action Type field is set to Continue a flow, then select the add block button, , after the When Form Answered block. The Action Block panel displays.

In the People Coordination section, select Assign Owner. The Assign Owner panel displays.

Select the Owner field and enter your name to assign yourself as the item owner in the workflow.

Select the edit icon, , beside the action title and rename the action to "Assigned to Legal".

Locate the Submit a Ticket button block and select the add block button, , directly after it. A new When Form Answered block appears.

Select the newly-created When Form Answered block. The When Form Answered panel displays.

In the Action Type field, select Open a form. The Choose form field displays below.

Select the Choose form dropdown and select the HR Question form.

On the When Form Answered action block, select the Conditions button, . The Conditions panel displays.

Select the Search data field dropdown (first condition field) and select What do you need help with?.

Select the Enter value field (second condition field) and select HR Request. The Condition button is shaded on the Legal selected action block, indicating the condition has been successfully added to the action.

Select the edit icon, , beside the action title and rename the action to "HR selected".

Select the When Form Answered action block that follows the Legal selected block. The When Form Answered panel displays.

Confirm that the Action Type field is set to Continue a flow, then select the add block button, , after the When Form Answered block. A new Action Block block is created and the Action Block panel displays.

In the Workflow section of the Action Block panel, select Update Field. The Update Field panel displays.

Select the Field Name dropdown and select Due Date, then set the Value field to 3 (Days from Trigger Match).

Select + Add field to update. A new pair of Field Name and Value fields display.

Select the Field Name dropdown and select Title, then, in the Value field, select the insert field button, . Select the following fields one by one to concatenate them into a single string: What do you need help with?, "-", Creator Name, "=", Creator Email.

The Value field should read as follows, where the square brackets indicate a selected field: "[What do you need help with?] - [Creator Name] - [Creator Email]"

Select the edit icon, , beside the action title and rename the action to "Update due date + legal".