This article describes how to utilize the Conditional Rules feature. Conditional Rules can be used for TouchPoints, Referral Forms, and Collection Types. Conditional Rules are used to customize the workflow within a form. They can relate two or more elements so that specific actions performed within the form trigger other actions and/or elements.  

  1. Navigate to the Proper Management Page (Manage TouchPoints, Manage Collection Types, or Manage Referral Forms
  2. Click Conditions under Take Action 

OR 

Click Edit > Question Settings > Conditional Rules

3. You can Create a New Rule, Edit, Disable, Enable, or Delete an Existing Rule
4. Click New Conditional Rules
5. Name the Rule
6. Select a Question and Measurement from the drop-downs to create an If statement
7. Click the plus sign (+) to add conditions. Click the minus sign (-) to remove conditions
8. Select the Any or All drop-down to set how many conditions must be met in order to apply

  • “Any” means that when there are multiple conditions, user only has to complete one to meet the condition
  • “All” means that when there are multiple conditions, the user has to complete them all for the condition to be met

9. Select an action to be performed from the “Perform the Following Actions” drop-downs

  • Show: Shows a second question when a first question is answered in a particular fashion.
  • Hide: Hides a second question when a first question is answered in a particular fashion.
  • Make required: Makes a second question required when a first question is answered in a particular fashion.
  • Make not required: Makes a second question not required when a first question is answered in a particular fashion.
  • Set default for: Sets the answer to a question to the value you have specified when another question is answered in a particular fashion. It is based on what a user inputs otherwise. Users are still able to edit the value.
  • Set to empty: Sets the answer to a question to blank when another question is answered in a particular fashion. It is based on what a user inputs otherwise. Users are still able to edit the value.
  • Filter list choices: Changes the choices in a list-type question to ones you have specified when another question is answered in a particular fashion. The full list will show otherwise.

10. Click the plus sign (+) to add conditions. Click the minus sign (-) to remove conditions

11. Click Save to create the new rule

Click here for more information on Conditional Rules.

Please contact customer support if you need more information or additional assistance.

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