Build a dynamic risk assessment flow with smart logic

A well-designed risk assessment form helps teams identify hazards, evaluate severity, and trigger next steps, without manual sorting or back-and-forth. In this guide, you’ll build a smart, logic-driven form that reacts to the user’s inputs, displays the right follow-up questions, and prepares your data for dashboards or internal review.

📘 Learn more: Create your first form, app, or portal in a flash

Why this helps

• Focus your form on the data that matters by hiding non-relevant questions until needed.
• Standardize severity scoring and risk levels using variable fields and conditional follow-ups.
• Make reviews faster by collecting structured inputs like likelihood, impact, hazard type, location, witness info, and required controls.
• Enable end-to-end workflows: assign follow-up actions, send automated emails, and route high-risk items automatically.
  📘 Learn more: Build personalized and time-saving flows with logic and automation

Step 1 – Create your risk assessment form

You can start from scratch or use a template from our Template Gallery (e.g., search for Environmental Quality Assessment (EQA) template).
You can also use Magic Create, e.g., prompt: “Risk assessment form with hazard type, likelihood, severity, controls, and conditional hazard-specific questions.”

Add core fields such as:

• Hazard category (single-choice)
• Location of the risk
• Description of hazard
• Likelihood rating (1–5)
• Severity rating (1–5)
• Photos / evidence upload
• Control measures (text)
• Risk owner contact (email/short text)

💡 Tip: Use dedicated pages to group high-level info, scoring inputs, and corrective actions.
📘 Learn more: Form editor and field types

Step 2 – Add conditional logic to reveal hazard-specific questions

Risk assessments differ by hazard type. Use Show/Hide logic so the form adapts dynamically.

Examples:

• If Hazard Type = Chemical, show: “Material Safety Data Sheet required?”
• If Hazard Type = Electrical, show: “Proximity to live equipment”
• If Hazard Type = Ergonomic, show: “Frequency of repetition”
• If Likelihood ≥ 4, reveal: “Describe why the likelihood is high”
• If Severity = 5 (Critical), reveal: “Immediate mitigation required”

Steps:

1. Open your form → Settings → Advanced Logic
2. Under Field logic, add rules like:
   When Hazard category = Electrical → Show Electrical details section.

💡 Tip: Create separate pages for each hazard type and show them only when relevant.
📘 Learn more: Show or hide questions based on previous answers

Step 3 – Add a calculated risk score (likelihood × severity)

Use variable fields + logic calculations to compute a total risk score.

Steps:

1. Add a Number variable field named “Risk score.”
2. In Advanced Logic → On Submit, create logic:
   If Likelihood and Severity are filled → Calculate: Risk score = likelihood × severity.
3. Optionally use scores to trigger follow-up logic (e.g., high-risk notifications).

💡 Tip: You can also show the score instantly on the ending page based on user inputs.
📘 Learn more: How to calculate multiple scores using variable fields

Step 4 – Trigger automated emails and alerts based on risk level

Based on your calculated score, you can automate internal alerts:

Examples:

• If Risk score ≥ 15 → Email the Safety Supervisor
• If Severity = Critical → Slack notification to #safety-team
• If hazard type = “Chemical spill” → Redirect to a specific incident response page

Steps:

1. Open the form → Advanced Logic → On Submit
2. Add conditions like: If Risk score ≥ 15 → Send email to safety@company.com
3. Use answer piping to include field IDs such as @field_ID for details.

💡 Tip: You can also auto-assign submissions to specific reviewers with On Submit logic.
📘 Learn more: What is “On Submit” logic and how it works

Step 5 – Add risk-specific ending pages or redirects

Create tailored outcomes based on hazardous severity or category:

Examples:

• Low/medium risk → Thank-you page + recommended controls
• High risk → Redirect to “Immediate Action Required” instructions
• Severe chemical risks → Redirect to external SDS database

Steps:

1. Add multiple ending pages.
2. In Advanced Logic → On Submit, use conditions like:
   If Risk score ≥ 20 → Go to ending page “Critical alert.”

📘 Learn more: How to set up multiple ending pages with redirect logic

Step 6 – (Optional) Turn this into a full risk management dashboard

Once responses come in, build a dashboard to review entries by risk score, hazard category, or location.

Use:

• Tables for sortable lists of assessments
• Charts for risk distribution
• Kanban for status-based follow-up tasks
  📘 Learn more: Customize your form/app layout and design

Pro tips

• Use repeating sections when risks include multiple hazards within the same assessment.
  📘 Learn more: Use field types and structure effectively (Form editor & field types)
• Add a page for controls and mitigation and show it only when severity is medium+ to reduce clutter.
  📘 Learn more: Show/Hide logic collection
• Use On Update to send alerts when an assessor edits severity or risk score after review.
  📘 Learn more: What is “On Update” logic and how it works

Real-world example

A construction company created a unified risk assessment form with hazard-specific logic. The form automatically reveals additional questions for electrical, working-at-height, and chemical hazards. High-risk scores trigger instant Slack alerts to site supervisors. The team reduced the time to categorize and escalate risks from 2 hours to under 15 minutes.

📈 See more examples: Formaloo use cases

FAQ

1. Can I assign high-risk assessments to a specific reviewer automatically?

Yes. Use On Submit → Assignment logic to route high-risk cases.
❓ Learn more: What is “On Submit” logic and how it works

2. Can my risk assessors update entries and trigger new alerts?

Yes. Use On Update logic to send follow-up notifications when data changes.
🔒 Learn more: What is “On Update” logic and how it works

3. How do I visualize risk levels in a dashboard?

Use tables, charts, and kanban boards to group by severity, location, or category.
🛠️ Learn more: Customize your form/app layout and design

4. Can I show calculations instantly to the user?

Yes, use variable fields and show the score on the ending page based on logic.
❓ Learn more: Calculate multiple scores using variable fields

5. Can I redirect different risk levels to different safety instructions?

Yes, use conditional redirects and multiple ending pages.
🔒 Learn more: Redirect to URLs or ending pages

You’re ready to launch a smarter safety process

With conditional logic, calculated scores, and automated routing, your risk assessment form becomes a powerful workflow tool—not just a data collector. Next, you can turn this into a full safety portal or add dashboards for monitoring trends.

🎉 Learn more: Expand your workflow in Formaloo

Last updated November 2025