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Defining conditions

This feature is pertinent to design. One of the cornerstone features of an adaptive interviews (smart web forms) is the ability to hide and/or display questions based on user responses. This dynamic process is configured using "conditions", which are defined on individual questions or on a whole page.

The behavior of these conditions is to generally make a question or page "inactive", which is to say it is both invisible and not relevant to the final outcome. allows you to control whether your conditions render the target ‘inactive’ or simply "invisible". An invisible question is hidden but still deemed relevant for any dependencies, such as calculations and future conditions.

For an explanation of inactive vs. invisible, see Visible Conditions vs. Active Conditions.

To Configure a Question or Page’s Conditions, Use the "Conditions" Tab in Design

To Set a Condition

1.Ensure you are on the "Conditions" tab for the question or page that is to become conditional.
2.Select "Active" or "Visible from the 'Conditions For' drop-down list.
3.Drag a preceding question or answer and drop it onto the conditions area as depicted in the screenshot below. Alternatively, you may manually select a condition parent question and answer.

4.Configure the comparison as required. Note that depending on the condition parent’s question type you may see different options in the comparison, e.g. "Is/Is Not Selected" for Group Logic parents and "Equals" etc. for User Prompts.

5.Click the "Update" button to update the comparison if your condition is already in the condition tree, or click "Add" to add it. Note that if you move away without clicking "Add" or "Update" you may lose your changes.

6.Add additional conditions if required. Refer to "All Of" and "Any Of" Condition Groups below for more information about grouping multiple conditions.

7.Save your project.

"ALL OF" And "ANY OF" Conditions Groups

When you add multiple conditions to the condition tree, by default they are grouped in an "Any Of" group. This means that just by any one of the conditions being met, the question will be visible or active. You can switch between an 'Any Of" and an "All Of" group by clicking the convert button. When in an "All Of" group, all conditions must be met before the question is visible or active.

"All of" and "Any of" buttons

Buttons: Create "All Of" group, Create "Any of" group and Convert "All of" or ‘'Any of" group to another state.

You can add extra "All Of" and "Any Of" groups to your condition tree to nest the behavior. For example, you may want to show a question if Option A is selected, or if both Option B and C are selected.

It would look like this:

Adding variable conditions to a formula.

If you add a variable condition to variable one in a formula and want to use the answer to variable 1 in the formula in variable two you must add the appropriate condition to both variable 1 and variable 2.

Formulas are evaluated on demand, despite the condition applied. If you only apply a condition to the first variable, the second variable has no means of knowing what condition has been applied to variable one, so it will act the same when the applied condition is True or False. Conditions applied to Variables determine if the return value is to be included in the Answer File / Generated Document; You will need to apply the appropriate condition to the second variable as well as the first.

Nested Conditions allows you to create more complex conditional structures by nesting groups of "Any Of" and "All Of" conditions.

Document Conditions allows you to make the entire document conditional.

Updated 3 months ago

Defining conditions

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