There may be instances where, 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 applied to a question, causing it to appear or remain hidden based on the applicant's responses to preceding questions.
Conditions are configured for the question that will be affected by the conditional logic, and it will be hidden when the specified condition is met.
Accessing Question List Screen:
To learn how to navigate to the question list page and add conditional logic to the relevant question(s), please follow the steps below:
- Step 1: Once you log in as an admin, you will be presented with the application homepage. From the application homepage, click on the application name under which you would like to make changes.
- Step 2: If the application is not available on the application homepage, you can search for the application by clicking on the search button.
- Step 3: After searching for the application, click on its name.
- Step 4: Click on the 'Application Settings' tab in the top navigation to access the section list page.
- Step 5: Navigate to the section name where the questions are located and for which you would like to add conditional logic to the questions.
Adding Question Conditional Logic
Exercise 1
- Step 1: While in the Question Setup Grid, apply conditional logic to a specific question by clicking on 'Add/Edit' in the Conditions column for that question.
Note: Questions with existing conditions will have 'Add/Edit' under the Conditions column highlighted in green.
- The Conditional pop-up is used to determine when a question is hidden from the applicant based on their responses to specific questions within your application. These conditions can be set on a single data value or a combination of data values. When creating conditions, you select the values that, when met, will hide the chosen question in the applicant's dashboard. Questions without set conditions will automatically appear and do not require conditions to be visible.
- Step 2: Attempt to set a condition on a question using the following guidelines. Once you enter your initial condition, click the 'Add Condition' button to input additional lines of conditions. Alternatively, if you wish to replicate the same condition, click on 'Duplicate,' and the red delete button will allow you to remove any unwanted conditions.
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.
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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 or value that the applicant must provide for the question to be hidden? Enter the value exactly as it is in the question setup. Copy the question values from the 'Value' column of the multiple-option questions.
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Operator: Used when entering multiple lines of condition values. Since this is a question conditional logic, the operator here works in reverse; for example, 'And' means either of the conditions can be met, while 'Or' means all of the conditions in the listing need to be met to cause a question to hide. This applies to the row that 'AND/OR' is on and the next condition row following.
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If you have groups of conditions, it applies to each line in the group, and then on the last line of the group, it indicates how it relates to the next group of condition values.
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If you have groups of conditions, it applies to each line in the group, and then on the last line of the group, it indicates how it relates to the next group of condition values.
- Grouping: This column organizes your conditions into sets. You may have multiple groups of conditions, where the first group is executed, followed by the second group, and so on. Assign the same number to each condition within a group. The first group is labeled 1, the second group is 2, and so forth.
- Duplicate: You can duplicate the question's conditional logic. Click on the 'Duplicate' button next to the question's conditional logic that you want to replicate. A pop-up screen will appear, allowing you to choose how many times you want to duplicate this question's conditional logic (up to 5). Then, simply click on 'Create Duplicate,' and the question's conditional logic will be duplicated. This is a time-saver when you have multiple sets of question conditional logic to add for the same question.
- Delete: Click on this to delete the question conditional logic.
Examples of entering conditions:
Example 1: You want the question 'Please attach your employment resume' to only appear for applicants who have selected 'Yes' in response to the question: '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: “Work Experience” 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.
Note: 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 lists at the top of the box all the questions it will be adding that condition to:
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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.