How to Add Hazards to Specific Tasks in the Daily FLHA (Using Filter Logic)
Applies to: Daily FLHA (Field Level Hazard Assessment) forms and other similar hierarchy selections.
Feature: Filter Logic (Complex Logic)
Version: Early Access & Standard Editor
Overview
You can build your filter logic from scratch in any form that has multiple dropdown fields that you'd like to connect to each other. Normally these are in a table, but it will work for fields outside of a table.
If you’ve added a new task (e.g., Traffic Control) to your Daily FLHA (or other) form and it shows “No hazards” or “No data” when selected, you’ll need to configure Filter Logic.
Filter Logic controls the parent-child relationships in your dropdown fields. In this example we will be using a standard FLHA hazards assessment table:
- Tasks → Hazards → Plans/Controls
- Tasks control which hazards appear
- Hazards control which plans/controls appear
This article walks through how to connect hazards to a task using Filter Logic.
Why This Happens
When you add a new task, it does not automatically connect to any hazards.
You must manually tell the system which hazards should appear when that task is selected. This is done in the Main Options tab of the form editor — not inside the individual field editor.
How Filter Logic Works
The key rule:
Always point the child option to the parent option.
Examples:
- Hazards point to Tasks
- Controls point to Hazards
If you select Traffic Control (parent), the hazards must be configured to reference it.
Step-by-Step: Connect Hazards to a Task
1️⃣ Add the options to your dropdown fields
- In the main editor find or add the dropdown fields you would like to use filter logic on
- Add all relevant options to these fields by selecting the edit option on the field
- Go to the option tab in the field to add option
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Add all options needed to all dropdown fields that you would like to connect using filter logic
Note: In this example we will be referencing Task, Hazard, and Control dropdown fields. You can use any dropdown field in your form it does not have to be those specific fields.
2️⃣ Open the Options Tab
At the very top of the form editor:
- Click Options (next to Delete)
⚠️ Filter Logic is configured here — not inside the table field.
3️⃣ Find the Hazards You Want to Associate to your Tasks (Find the options that are being filtered, not the option doing the filtering)
You’ll see a large list of all form options.
To quickly find a hazard:
- Press Ctrl + F (Windows)
- Press Command + F (Mac)
- Search for the hazard name (e.g., Hit by Vehicle)
4️⃣ Edit the Hazard Option
- Click the pencil icon beside the hazard (e.g., Hit by Vehicle)
- In the Filter field:
- Start typing the task name (e.g., Traffic Control)
- Select it from the dropdown
- You can assign multiple parent filters to a single hazard
- Click Apply
Now that hazard will appear when Traffic Control is selected.
5️⃣ Repeat for All Relevant Hazards
You must repeat this process for each hazard that should appear under that task.
💡 Recommended workflow:
- First, review your hazard list in the table editor
- Write down which hazards belong to the task
- Then go to the Options tab and systematically add the task as a filter to each hazard
6️⃣ Save and Test
- Click Save on the form template
- Start a few Form from the submitted form or new form section of the app or website.
- Select the task (e.g., Traffic Control)
- Confirm the correct hazards now appear
Adding a Brand-Option
If you want to add a completely new task (e.g., Running Crusher or Sand Screener):
Step 1: Add the Task to the Field or Table Field
- In the form editor, click the field
- Click the pencil icon next to the Tasks column
- Go to the Options section
- Add your new task
- Save
Once added, the task will now appear in the main Options tab.
Step 2: Configure Filter Logic
After adding the task:
- Go to the Options tab
- Add that task as a filter to the appropriate hazards (as described above)
Do We Provide Pre-Loaded Tasks & Hazards?
No.
Salus does not include pre-loaded tasks and hazards because:
- Every trade has different requirements
- A universal list would be extremely large and difficult to manage
You have two setup options:
Option 1: Manual Configuration (As outlined in this article)
Use the Filter Logic method shown above.
Option 2: Spreadsheet Import from a provided template
We can bulk-import tasks and hazards if:
- They are properly structured
- Parent-child relationships are correlated by row
For existing forms, with existing filter logic, manual configuration is typically easier.
Understanding Complexity
Filter Logic (also called Complex Logic) is the most advanced feature in the form builder.
Because:
- Every task can connect to multiple hazards
- Every hazard can connect to multiple controls
- The number of connections multiplies quickly
There may be hundreds or even thousands of possible connections in a large FLHA table.
There is also a simpler type of logic called Visibility Logic, which shows or hides sections based on selections. This is different from Filter Logic.
Early Access Improvements
If you’re using the Early Access version, you may notice:
- Improved search functionality when configuring filters
These features make managing filter logic much easier.
Key Takeaways
- Filter Logic is configured in the Options tab
- Always point the child to the parent
- Add new tasks in the table field first
- Then configure filter logic
- Always save and test with a new form
If you get stuck or have questions about complex logic setup, contact Salus Support and reference this article.