Adding Conditional Logic on Questions
There may be instances that depending on how an applicant answers a specific question other questions may or may not need to be answered by the applicant.
Conditional Logic can be set on a question that will trigger it to appear depending on how the applicant answers questions before it.
Conditions are set on the question that is going to be affected by the conditional logic and hidden when the condition is met.
- Step 1: While in the Question Setup Grid, set conditional logic on one specific question, by clicking on the Add/Edit in the Conditions column for that question
Note: Questions that already have conditions set on them will be having the Add/Edit under the conditions column highlighted in green.
- The Conditional pop-up is used to define when a question is hidden to the applicant based on how the applicant answers specific questions within your application. These can be set on a single data value or a combination of data values. When creating conditions you are selecting the values that will allow the selected question to hide in the applicant’s dashboard if the condition is met. The question that does not have conditions set on them will automatically appear and do not need conditions to be visible.
Step 2: Try entering a condition on a question using the following guidelines. Once you enter your first condition, click the Add Condition button to enter additional lines of conditions. The red X will allow you to delete a condition you do not want.
To add a condition to hide a question:
- Section: What section has the question that will trigger this question to hide? Select that section.
- Question Name: What question in the selected section, is the trigger for this question to hide? Select that question.
- Condition Type: What is the condition of the answer/value that has to be met for the question to be hidden? Select that condition. Possible conditions are:
- Contains – the answer/value contains this value
- Starts With - the answer/value starts with this value
- Does Not Contain - the answer/value does not contain this value
- Is Not Empty - the answer/value is not empty (applicant has answered this question)
- Is Empty - the answer/value field is empty (applicant has not answered this question)
- Is Exactly – the answer/value must exactly match the value.
- Is Less Than - the answer/value is numeric and is less than the value amount
- Is Equal To - the answer/value is numeric and is equal to the value amount
- Is Greater Than - the answer/value is greater than the value amount
- Is Not Equal To - the answer/value is numeric and is not equal to the amount.
- Value: What is the answer/value the applicant must answer for the question to be hidden? Enter the value. (The value must be entered exactly as it is in the question setup)
- Operator: Used when entering multiple lines of condition values. And means all of the conditions in the listing need to be met to cause a question to hide. Or means either of the conditions can be met. This applies to the row that and/or is on, and the next condition row following. If you have groups of conditions, it applies to each line in the group and then on the last line of the group, how it relates to the next group of condition values.
- Grouping: This column groups your conditions into sets of conditions. You may have several groups of conditions where the first group is executed and then the second group is executed etc. Assign each of the conditions in a group the same number. The first group is 1, the second group is 2, etc.
Examples of entering conditions:
Example 1: You want the question “Please attach your employment resume” to only appear for applicants that have selected “Yes” to the question: “Do you have work experience?” If they selected “No”, or have not answered the question yet, you do not want the question to appear.
You would enter the condition as follows on the question “Please attach your employment resume”:
Example 2: You want the question “Please attach your employment resume” to only appear for applicants that have selected “Yes” to the question: “Are you currently employed?” and on the question “Gender” selected “Male”. You must enter every possible scenario that it should be hidden for, and group each scenario as a separate group.
Use caution when using contains on values that could be included within another word in that question’s values listing, (i.e. Male is part of Female, Other is part of Mother or brother).
- Step 3: After you have entered your conditions information, be sure to select Save to save any conditions you have added.
- Step 4: Once you return to the Question data grid listing screen the Add/Edit in Condition column next to your question will now display as green, showing that conditions have been entered on that question. If it is not showing as green, click “Save” on the Question data grid listing to refresh your information.
Setting Conditional Logic on Multiple Question
If you have multiple questions in the same section that have the same conditional logic, you can set the logic for all the questions at the same time without having to go in on each separate question to set it.
Best Practice Tip: Once a question has logic set on it you will not be able to select it for the multiple selection options. Therefore, when setting logic on multiple questions, set that multiple logic first. Then go back in on the individual questions and add the additional conditions that apply only to that single question.
- Step 1: While in the Question Data Grid Listing, select all the questions you want to enter the logic on, by entering a checkmark in the box next to that question.
- Step 2: Click the Add Condition(s) button.
- This will open the Add condition box, notice that it list at the top of the box all the questions it will be adding that condition to:
- Step 3: Enter the conditions, as you would if it was just for one question, that applies to all the questions, and click the Save and Exit to return to the Question Data Grid listing. All the questions will now have the condition set on them.
- Note: If you need to add additional conditions on just one of the questions that you just updated in the group, you can click on the Add/Edit next to that question and add the additional conditions that apply only to that question.