Conditional questions are an option used in a Form action. This article discusses Conditional Questions in more detail.
NOTE: Familiarity with Form actions is recommended to better understand this article. For more information, see Form Action.
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Understanding Conditional Questions
Question types used in a Form action can be set as Conditional Questions, when required. With the Conditional question option set for a question, when your users run the workflow, the User Application will display the question unless it meets the conditions, or, to put it another way, the question will not be displayed if it meets the conditions.
For example, in a Form action with questions A, B, and C, with Conditional Questions enabled, if the answer to Question A is Yes, the Form may not show questions B and C. The remainder of the form is also shown.
A Conditional question may comprise one (1) or more IF statements and an ELSE statement. If the conditions laid out in any of the IF statements are met, the question is not displayed. If the condition laid out in the ELSE statement is met, the question is displayed.
In a Conditional question with multiple IF statements, the order of the IF statements determines the action that will be performed on the question. For example, if the condition in the first IF statement is already true, the workflow will not go through the other IF statements nor the ELSE statement any more.
Conditional questions in a form are marked to distinguish them from other questions.
Setting Up a Conditional Question
To set up a conditional question, you must add a question to a Form action first (see Form Action). After setting up the Form action, you can then turn on the Conditional Question option.
- Go to Advanced Options, then check the Enable Conditional Question? box. Upon checking the box, an empty IF statement appears below, together with an ELSE SHOW statement.
- Click the downward-pointing arrow on the right side of the IF statement, then start setting up the IF statement by selecting a square bracket from the list, the condition the square bracket must meet, and the corresponding action that must be taken (see Sample Usage for an example).
- To add another IF statement for the Conditional Question, click the Add button on the top-right, then set it up using the same procedure discussed above.
- You can reorder the IF statements by positioning your cursor over the button in an IF statement, then dragging the statement to another place.
NOTE: Normally, questions can be re-positioned within the Form action by dragging the icon on the question. This feature is disabled if Conditional Questions are enabled within the form.
For a workflow that requires different copies of a non-disclosure agreement to be sent to companies and freelancers, you can have a Form action with questions meant for companies and freelancers. You can set the Form action to display questions based on whether the signer is a company or a freelancer. In the image shown below, if signer type = freelancer, then the question is not displayed; if signer type ≠ freelancer, the question is displayed.
In the same manner, we will have another Question that will be displayed only if the signer type = freelancer.
The images below show how the form will look like on the User Application.
If the signer is a company, the question in the form that asks for the name of the company is displayed.
If the signer is a freelancer, the form asks for the name of the freelancer instead.