Getting Started With Logic (Branching)

Logic features allow you to customize your survey for each respondent, saving them time and you bad data. Logic can be applied to questions and pages. In this tutorial we'll get you started using logic.

Scenario 1: You have a question in a survey that you only want show to respondents based upon some condition or combination of conditions; for example, how they answered a previous question.

Scenario 2: You have an entire page in a survey that you only want to show to respondents based upon some condition or conditions.

Conditions That Logic May be Based Upon

Question Logic is processed dynamically, which means basing logic off of a Previous Question on the same page is allowed. If a condition is on the same page, it must come before the question you are applying the logic to.

Page Logic is processed as the page is being loaded. After the logic has been processed, it will not be re-processed, unless the user/respondent attempts to load that page again (for example, if a respondent were using the "Back" button to go back and change their answers).

Only show a question based upon the answer to a previous question

For example, in the below survey we ask survey respondents if they require items. The second question in the survey asks for more information. We only want to ask respondents to provide the information if they answer "Yes" to the previous question.

To set this up we will use Question Logic on the question we wish to conditionally show (a.k.a the target question).

  1. Edit the target question that you wish to conditionally show.

  2. Go to the Logic tab and click the option under Logic Rule to Only show this question based on answers to previous questions or other logic conditions.

  3. Using the logic builder, set up the logic condition(s). Logic rules are generally set up as "If/Then" rules, where "If" a certain condition is met, "Then" there is a logical consequence.

A. First, select a question from the current page or a previous page that will be used in the IF part of the rule. In the case of a grid question, you will choose a specific row of the grid to use.

B. Next, select the operator that will be used to evaluate the question. After you select your question, the system will apply the recommended operator for the question type you selected. For example, if the question you selected has preset answers, such as a radio button question, it will switch to the operator "is one of the following answers" along with a list of the possible answers from your selected question:

C. Finally, enter the value or values that are required to complete the rule.

  1. Click Save Question.

When you set up a logic rule like this you are setting up the conditions for when, and only when, this question will be shown. Once you save, this question will be hidden by default and will ONLY show when the conditions you set up are met.

When we preview the page we can confirm that the follow up question "Do you require additional hardware or tools for your home work environment?" is hidden by default.

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