Conditional checklist items: show only what applies to each client

Answers are general operational information only — not legal, tax, regulatory, clinical, privacy, immigration, or professional advice. Requirements vary by matter, client, and regulator.

Frequently asked questions

Does hivi-x support conditional logic in client checklists?

Yes. Each checklist item can be set to show only if an earlier question in the same checklist matches a condition. The client sees the item appear as soon as they give the answer that triggers it.

Which questions can trigger a condition?

Checkbox, short text, single choice and multiple choice questions placed above the item. A checkbox can trigger on checked or not checked, short text on answered, single choice on is or is not a given option, and multiple choice on includes or does not include a given option. Document uploads and signatures cannot be triggers.

What happens if the client changes their answer?

Items that no longer apply are hidden again and stop counting toward the checklist. Anything the client already entered or uploaded for them is kept, not deleted. If the answer changes back, it reappears.

Do hidden items show up in reminders or block completion?

No. Progress, completion and the automatic reminder emails only count items that apply to that client. A checklist where every item that applies has been handed in is complete, even if other items are hidden.

Can one item depend on several conditions?

Not today. Each item has one condition. You can chain them, so item C depends on B and B depends on A, and if B is hidden then C is hidden too. Combining several conditions with AND/OR on one item is not supported.

More Features guides

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