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Use Logic Conditions to Show a Question

When authoring a survey in CultureIQ you can use logic conditions to show a question. This is sometimes referred to as question branching. A question can be shown based on three different types of conditions: 

When creating conditions to show the question, you can combine multiple types of conditions, and group them using "And" and "Or" operator relationships. See Combining Conditions with Multiple And/Or Operators to learn more about how.

Before you set out to add logic to a survey, please be sure to also read the  tips, tricks, and limitations section of this article: Tips, Tricks, and Limitations when Adding Logic

Accessing Logic Conditions

To access the question conditional logic while authoring a survey, navigate to "Question Settings" as shown in the screenshot below. 

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Once in question settings, select to show a question "Based on Conditions"

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For each condition you can select one of the types of logic (Question, Demographic, or Login)

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Adding Conditions Based on Responses to Prior Questions

After selecting to show a question based on conditions, to add conditions based on responses to prior questions, follow the steps below. 

1. Select to use a question as a logic condition. 

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2. Select any prior question in the survey.  

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3. Select for the condition to be met if "Any" or "None" of the responses are selected by a survey participant.

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4. Select the responses the condition should be based on. These will be based on the rating scale options or multiple choice options within your question. 

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As long as all other conditions are met, if "Any" was picked in the prior step, when the survey respondent chooses any of the responses selected as conditions, the question will be shown.  If the respondent chooses another response not selected as a condition or skips the question the condition is based on, the question with logic will not be shown. 

As long as all other conditions are met, if "None" was selected in the prior step, when the survey respondent chooses any of the responses selected as conditions, the question will not be shown. If the respondent chooses another response that selected as a condition, or skips the question the condition is based on, the question with logic will be shown. "None" is often used if all but one or two conditions should make the question appear, because it would be easier to select just the options that would keep the question hidden.

 

Adding Conditions Based on Demographic Information

After selecting to show a question based on conditions, to add conditions based on respondents' demographics, follow the steps below. 

1. Select to use a "Demographic" as a logic condition. 

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2. The system will display a list of all demographic groups that have been loaded with the employee file. Select the demographic group that you would like to base the condition on. 

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3. Select for the condition to be met if "Any" or "None" of the demographic values are selected by a survey participant.

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4. Select the demographic values that the condition should be based on.

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As long as all other conditions are met, if "Any" was selected in the prior step, any employee that has a demographic value that matches the condition(s) selected will see the question. All other employees will not see the question. 

As long as all other conditions are met, if "None" was selected in the prior step, any employee that does not have a demographic value that matches the condition(s) selected will see the question. All other employees will not see the question.

One common use case for demographics based logic is to show a demographic question if the survey respondent is missing the demographic value so that it is available for them in reporting. Selecting "None" and then selecting all demographic values will result in the question appearing for an employee missing that demographic value. 

 

Adding Conditions Based on Login

After selecting to show a question based on conditions, to add conditions based on if a survey participant can be uniquely identified or not, follow the steps below.

This is often used when the identity of a survey respondent is not known, so demographics from the employee file can not be associated with their responses in reporting unless demographic questions are asked in the survey. 

1. Select to use "Login" as a logic condition to show the question. 

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2. Select the Login condition as "Any" or "None"

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3. Select "Identified"

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As long as all other conditions are met, if "Any" is selected with "Identified," any survey participant who accesses the survey with a unique link from an email or text, through Single Sign-on, or through a PIN Authentication login will see the question. Survey participants using an open terminal link to access the survey will not see the question.

As long as all other conditions are met, if "None" is selected with "Identified," any survey participant using an open terminal link will see the question. And any survey participant who accesses the survey with a unique link from an email or text, through Single Sign-on, or through a PIN Authentication login will not see the question. 

 

Combining Conditions with Multiple And/Or Operators

Survey logic has powerful set of flexibility to combine conditions to show a question. Any of the logic types can be combined, and there is no limit on the number of conditions that can be added. 

There are two ways to combine conditions. 

1. Conditions can be grouped together with an "AND" combination. In this scenario, ALL the conditions in the group must be true for the condition to be true. 

 

2. Conditions can be added with an "OR" combination. In this scenario, ANY of the conditions in either grouping can be true for the overall logic to be true.  

 

 

Tips, Tricks, and Limitations when Adding Logic

  1. Currently, once you add logic you will not be able to move or delete questions in the survey, so be sure your survey is set up just how you want it. (We are planning on removing this limitation in future releases). 

  2. Note that you cannot add question based conditions to the first question of a survey as there are no prior questions. 

  3. Be sure you do not create logic conditions that conflict with each other or participants may never see a question. 

  4. When previewing a survey, question based logic works as expected; however, with demographic based logic the preview will assume null for all demographic information, and for Login based logic the preview will assume the survey is an open terminal link where your identity is not known. 

  5. Logic can get complicated very quickly, so it is always a good idea to consult with your CultureIQ Program Manager before launching a survey with logic.

  6. Question based logic is not available for Open Text question types. 

 

 

 

 

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