🔎 Overview

Conditional Visibility in Xenia allows you to create one master checklist template and automatically show or hide checklist sections or steps based on:

• The user’s assigned location
• Selected responses inside the checklist

This feature ensures that teams across multiple locations see only what applies to them, preventing overlap, confusion, or incorrect inputs.

🛠 Step-by-Step Instructions

Here's the step by step guide below to configure Conditional Visibility: 

1️⃣ Create or Open a Template

1. Go to Templates
2. Select Create New Template or open an existing one
3. Add the sections you want to customize

2️⃣ Configure Conditional Visibility (Location-based)

To show a section only for specific locations:

1. Click the option “set visibility” on the top right of a section.
2. Select Conditional Visibility
3. Choose Location
4. Check the locations where this section should appear
5. Save

✔ Staff at those locations will now see only the relevant sections.

Tip: You have the flexibility to apply conditional visibility to individual sections as well as to each specific step within a section.

3️⃣ Configure Conditional Visibility (Response-based)

This allows a question to unlock a hidden section.

Examples:

• “Does this store have a bar?” → If Yes → Show Bar Checklist
• “Is the equipment temperature out of range?” → If Yes → Show Corrective Actions

Steps:

1. Add a multiple-choice or yes/no question
2. Click Conditional Visibility on the section you want to reveal
3. Select Response
4. Choose the triggering answer
5. Save

📲 Mobile App Behaviour

On mobile, users will only see the sections that apply to them:

• Based on their location assignment
• Based on triggered responses

This keeps the experience clean, fast, and error-free.

🎯 Benefits

• Reduce duplicate templates
• Prevent staff from entering data for the wrong location
• Provide tailored workflows per site
• Minimize operational errors
• Maintain clean, accurate reporting

📂 When to Use Conditional Visibility

Use this feature when:

• You run multiple locations with different processes
• Only some locations have bars, patios, drive-thru, or equipment
• You want a single checklist but different teams need different sections
• You want to assign location-based audits or inspections

📦 Use Cases

🍔 Restaurants

• Bar checklist shown only for stores with bars
• Patio pre-shift shown only for locations with patios

🏪 Convenience Stores

• Fuel pump inspections only shown for fuel-enabled locations
• Lottery reconciliation shown only for certified stores

🏢 Facility Management

• Equipment steps shown only in buildings that have those assets

👩‍💼 HR / Admin

• On-boarding tasks shown only for departments that require them

🧰 Troubleshooting

❗ Section not showing for users?

• Check if the user is assigned to the correct location
• Verify the section has correct visibility conditions
• Ensure no conflicting rules block it

❗ Location group not populating?

This is a known issue. Use individual locations until engineering updates group selection.

❗ Response-triggered visibility not working?

• Confirm the triggering question is above the hidden section
• Ensure the question is required.