Preview: Connect Hazards to Tasks Using Filter Logic
Connect Hazards to Tasks Using Filter Logic
If you add a new task to a Daily FLHA (Field Level Hazard Assessment) form and it shows No hazards or No data when selected, the task isn't connected to any hazards yet. This article shows you how to connect them using Filter Logic.
Filter Logic controls parent-child relationships between dropdown fields in a form. It works in any form with multiple connected dropdown fields, not only in tables. This article uses a standard FLHA hazard assessment table as the example:
- Tasks → Hazards → Plans/Controls
- Tasks control which hazards appear.
- Hazards control which plans/controls appear.
Why This Happens
New tasks don't automatically connect to hazards. You have to tell the system which hazards should appear when a specific task is selected. This connection is set up in the Options tab at the top of the form editor, not inside the table field itself.
The key rule
Always point the child option to the parent option. Hazards point to tasks. Controls point to hazards. If a user selects Traffic Control (the parent), each hazard that should appear under it needs to be configured to reference Traffic Control.
Connect Hazards to a Task
Step 1: Add options to your dropdown fields
- In the form editor, find or add the dropdown fields you want to connect with Filter Logic.
- Click the pencil icon on the field to edit it.
- Open the Options section inside the field editor.
- Add every option needed to each dropdown field you plan to connect. This example uses Task, Hazard, and Control fields, but Filter Logic works with any dropdown fields in your form.
Step 2: Open the Options tab
At the top of the form editor, click Options, next to code and preview
Note: Filter Logic is configured in this Options tab, at the top of the editor. It is not set inside the table field.
Step 3: Find the option you want to connect
The Options tab lists every option in the form. Find the option you're filtering, not the option doing the filtering. For example, to connect a hazard to a task, find the hazard.
- Press Ctrl+F (Windows) or Command+F (Mac) to open your browser's search.
- Search for the hazard name, for example Hit by Vehicle.
Step 4: Edit the hazard option
- Click the pencil icon beside the hazard, for example Hit by Vehicle.
- In the Filter field, start typing the task name, for example Traffic Control. The dropdown is searchable, so results narrow as you type.
- Select the task from the dropdown.
- Repeat to add more parent tasks if the hazard applies to more than one. A single hazard can have multiple parent filters.
- Click done.
The hazard now appears whenever Traffic Control is selected.
Step 5: Repeat for every hazard under that task
Repeat Step 4 for each hazard that should appear under the task. A recommended approach:
- Review your hazard list in the table field first.
- Write down which hazards belong to the task.
- Go to the Options tab and add the task as a filter to each hazard on your list, one at a time.
Step 6: Save and test
- Click Save on the form template.
- Start a new form from the app or website.
- Select the task, for example Traffic Control.
- Confirm the correct hazards appear.
Add a Brand-New Option
To add a task that doesn't exist yet, for example Running Crusher or Sand Screener:
Step 1: Add the option to the field
- In the form editor, click the field or column.
- Click the pencil icon next to it.
- Open the Options section.
- Add your new task.
- Click Save.
The new task now appears in the main Options tab.
Step 2: Configure Filter Logic
- Go to the Options tab.
- Add the new task as a filter to each hazard it should trigger, following Steps 3 and 4 above.
Why Salus Doesn't Pre-Load Tasks and Hazards
Salus doesn't ship forms with pre-loaded tasks and hazards. Every trade has different requirements, and a universal list would be too large to manage well. You have two setup options:
Option 1: Manual configuration
Use the Filter Logic steps in this article. This is the most common approach, and it's typically easier for forms that already have Filter Logic set up.
Option 2: Spreadsheet import
Salus can bulk-import tasks and hazards from a provided template if the data is properly structured and parent-child relationships are correlated by row. Contact Salus Support to set this up.
Why This Gets Complex Quickly
Filter Logic, also called Complex Logic, is the most advanced feature in the form builder. Every task can connect to multiple hazards, and every hazard can connect to multiple controls, so the number of connections multiplies quickly. A large FLHA table can have hundreds or even thousands of possible connections.
Tip: There's a simpler type of logic called Visibility Logic, which shows or hides sections based on selections. It's a different tool from Filter Logic, and it's worth knowing the difference if you're not sure which one you need.
Key Takeaways
- Filter Logic is configured in the Options tab, not inside the table field.
- Always point the child option to the parent option.
- Add new tasks in the table field first, then configure Filter Logic for them.
- A hazard can have more than one parent task.
- Always save and test with a new form before rolling out to the field.
What Happens Next
Once you save the form template, the new connections apply immediately to every new form started from that template. When a user selects a task, only the hazards filtered to that task appear in the hazard dropdown. Hazards without a matching filter stay hidden until their parent task is configured.
Forms already submitted before the change aren't affected. Only new forms started after saving reflect the updated Filter Logic.
Frequently Asked Questions
Why does my new task show "No hazards" or "No data"?
New tasks aren't connected to any hazards by default. You need to add the task as a filter to each hazard that should appear, using the steps in this article.
I don't see the Options tab. What's wrong?
Editing form templates and Filter Logic requires Full Access permissions. Confirm your access level with an admin if the tab isn't visible.
Can one hazard belong to more than one task?
Yes. A hazard can have multiple parent filters. Add each parent task in the Filter field, one at a time.
Does Filter Logic work outside of tables?
Yes. Filter Logic connects any dropdown fields in a form, whether or not they're in a table.
What's the difference between Filter Logic and Visibility Logic?
Filter Logic connects options in one dropdown to options in another, based on a parent-child relationship. Visibility Logic shows or hides entire sections based on a selection. They solve different problems and are configured separately.
Can Salus set up my tasks and hazards for me?
Salus doesn't pre-load tasks and hazards, since every trade's list is different. Salus Support can bulk-import a properly structured spreadsheet on your behalf. Contact Support to get started.
Related Articles