Creating question dependencies

A dependent question is hidden or displayed in an assessment based on one or more conditions. A condition can either be based on the respondent's answer to another question, called a controlling question, or on the field value for a specified object type.

Important: A dependent question that is hidden or displayed based on the field value for a specific object type is not affected by a change to the value of the field when the questionnaire assessment is closed or read-only.

About this task

If you define multiple conditions, all conditions must be met for the question to be displayed. To override this rule, define advanced logic to combine the conditions differently.

Procedure

  1. Expand the Display logic section.
  2. Click Condition builder.
  3. Click either New question-based condition or New attribute-based condition.
  4. If you are creating a new question-based condition, do the following steps:
    1. Click Select a question.
      Select a controlling question from the list. You can choose from single or multiple-choice questions in any section or subsection.

      Questions that have more than five levels of dependencies cannot be selected as controlling questions.

      You cannot select a controlling question if it causes a circular dependency. For example, if Question A already depends on Question B, you cannot make Question B dependent on Question A.

    2. Select Values and choose one or more values for the condition.
      The operator is already set to in. This operator causes the answer to be compared to the list of values you select in Values. If the answer matches one of the selected values, the condition evaluates to true.
  5. If you are creating a new attribute-based condition, do the following steps:
    1. Select an object type.
    2. Select a field for the object type.
    3. Select one of the following operators based on the data type of the field:
      Table 1. Selecting operators for the data type of the field
      Data type of field Operators
      Currency, Date, Decimal, Integer empty, equal, greater than, greater than or equal, less than, less than or equal, not empty, not equal
      Enumerated string does not match any, empty, equal, in, matches any, not empty, not equal, not in
      Simple string containing, empty, ends with, equal, matching regex, not containing, not empty, not equal, not matching regex, starts with
      User or Group empty, equal, in, in group, not empty, not equal, not in, not in group
    4. If you selected an operator other than empty or not empty, enter a value for the field.
    When a respondent answers questions in a questionnaire assessment, any conditions that specify object types that are not related to the assessment resolve to false. For example, if you specify conditions for fields in Employee, Vendor, and Process object types, and the respondent answers an assessment that is related to the Vendor object type only, all conditions Employee and Process object types resolve to false.
  6. Set Advanced logic to On to override the default rule that all conditions must be met.

    To write an expression, use the condition numbers together with the operators AND, OR, NOT, and parentheses. The expression is not case-sensitive. The operators are processed in the following order:

    1. Parentheses
    2. NOT
    3. AND
    4. OR

    For example:

    • 1 or 2 or 3
    • 1 and (2 or 3)
    • 1 not (2 or 3)
  7. Click Save.
    When question has a condition that is based on one or more controlling questions, the dependent question icon Dependent question icon is displayed for that question. When your mouse rolls over the dependent question icon, a message is displayed that identifies all controlling questions.