This article walks you through the steps to implement conditional logic in a supplier questionnaire. This feature allows you to create dynamic forms where follow-up questions are only displayed if a supplier provides a specific answer to a preceding question.
Prerequisites
- You must have access to the questionnaire editor.
- All questions (both the trigger question and the follow-up questions) must already be created in the questionnaire before setting up the conditional logic.
Step-by-Step Instructions
Follow these steps to make a question appear based on the answer to another:
- Navigate to the Follow-Up Question
In the questionnaire overview, locate the question that you want to display only under certain conditions. - Open the Edit Mode
Hover your mouse over the question and click the blue Edit button (pencil icon) that appears. - Initiate Conditional Logic
In the question's editing pane, scroll to the bottom and click the green Add conditional question button. - Configure the Condition
A pop-up window titled New Condition will appear.- Question: From the drop-down menu, select the question that will trigger the condition (e.g., “Are you ISO 9001 certified?”).
- Evaluation Method: Choose how the answer should be evaluated. For Yes/No questions, this is typically is exactly.
- Selection: Choose the specific answer that should trigger the follow-up question (e.g., Yes).
- Save the Condition
Click Save in the pop-up window. The condition will now appear as a blue badge below the green button. - Save the Question
Click the green Save button to apply the changes to the question. - Verify the Result
Back in the questionnaire overview, you will now see a Conditional badge next to the question you just edited. This confirms the logic is active.
Pro-Tips
- Mandatory Questions: You can mark a conditional follow-up question as mandatory. It will only become required for the supplier if the condition is met and the question is displayed.
- Inverse Logic: You can reverse the logic to display questions when a specific answer is not given. To do this, either select is not as the Evaluation Method or choose the alternative answer (e.g., "No").
- Multiple-Choice Questions: For multiple-choice questions, you have an additional Evaluation Method:
- is exactly: The follow-up question appears only if the supplier selects the exact combination of answers you've specified.
- contains: The follow-up question appears if at least one of the answers you've specified is included in the supplier's selection. This is useful when any one of several possible answers should trigger a follow-up.