Configuring Conditional Logic in Assessment Builder

Conditions let you show or hide questions, sections, and subsections based on how a respondent has answered previous questions. If no conditions are set, the item will always appear.

1. How Position References Work

When you configure a condition, you reference a previous answer or calculation using its position identifier. Position identifiers follow this pattern:

• S# indicates the section number (for example, S1 is Section 1).
• SS# indicates the subsection number within that section (for example, S2 SS1 is the first subsection of Section 2).
• Q# indicates the question number within that subsection.
• A# indicates the answer number within that question.

A full reference such as S2 SS1 Q3 A2 points to the second answer of the third question in the first subsection of Section 2.

2. Configuring Conditions on a Question

1. Open the assessment in the Assessment Builder.
2. Locate the question that should appear conditionally and click Edit.
3. Go to the Conditions tab.
4. Click into the first condition field and begin typing the position of the previous item, for example S1. Conditions can reference either an answer to a previous question or the result of a previous calculation.
5. A dropdown list of matching answers and calculations will appear. If the dropdown does not appear immediately, type the section number alone (S1, S2, S3, and so on) to trigger the list.
6. Select the answer or calculation that must be satisfied for this question to appear.
7. Save the question.

Remember that the referenced question or calculation must be positioned before the conditional question.

3. Configuring Conditions on a Section

1. Open the assessment in the Assessment Builder.
2. Locate the section that should appear conditionally and click Edit.
3. Go to the Options tab.
4. Scroll to the Conditions area.
5. Click into the first condition field and begin typing the position of the previous item, for example S1. If the dropdown list does not appear, type the section number alone to trigger it.
6. Select the answer or calculation that must be satisfied for this section to appear.
7. Save the section.

The referenced answer or calculation must come from a section that is positioned earlier than the conditional section.

4. Configuring Conditions on a Subsection

1. Open the assessment in the Assessment Builder.
2. Locate the subsection that should appear conditionally and click Edit.
3. Go to the Options tab.
4. Scroll to the Conditions area.
5. Click into the first condition field and begin typing the position of the previous item, for example S1 or S2 SS1. If the dropdown list does not appear, type the section number alone to trigger it.
6. Select the answer or calculation that must be satisfied for this subsection to appear.
7. Save the subsection.

The referenced answer or calculation must be positioned before the conditional subsection, either earlier in the same section or in an earlier section.

5. AND vs OR Logic

Each condition record can include up to 5 previous answers. All answers within a single condition record must have been selected for the item to appear. This is AND logic.

To create OR logic, use the Add New link to add multiple condition records for the same item. The item will appear if any of the condition records are satisfied.

You can also combine both. For example, a question could be set to appear when:

• Answer A and Answer B are both selected, or
• Answer A and Answer C are both selected

6. Conditional Reporting