To create conditional logic between fields:
After selecting the main field you want to create conditions for, and clicking the button “Manage Conditions”, you will see a pop-up window with the first condition you can create. You can then select the answers which should trigger a follow-up question.
To illustrate, we are using the Local Entity reporting scenario and we have created a reporter intake form that asks the reporter the country where the incident happened. Only if the reporter selects Germany, Poland or Sweden, they will see a follow-up question if they want to share it with HQ or locally. Reporters that select in this example Brazil or the Netherlands, report to HQ and therefore will not be asked a follow-up question about this.
To create this condition, select the affected options under “WHEN Answer is”; then the relevant field under “THEN SHOW Field(s):
To amend existing conditional logics:
You can change the previously selected options and/or the fields with follow-up questions by clicking on the relevant fields, or you can add conditions:
To remove conditions:
You can remove conditions individually by clicking on the trash can icon next to them, or you can Remove all conditions at once by clicking Remove all at the bottom left of the page:
- You can add multiple conditions to the fields of your Reporter Intake Form.
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Fields can only be used either as trigger or follow-up question. In other words, a field used as follow-up question cannot be given an additional conditional logic to initiate another follow-up question.
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Conditional logic can be applied to Yes/No and (multiple) option select fields. Not short text. A short text field can be used as the follow-up question.
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Added or amended conditional fields will only affect reports created afterwards.