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Conditional Actions

Conditional actions are used to make your form smart and are automatically applied to form elements when certain conditions are met.

The logical structure of these actions is of the IF/THEN type: IF (condition happens) THEN (do the action).

For example, you can use conditional actions to hide or show form elements when a certain condition happens, such as:

  • IF option X of question Y is selected, THEN hide questions A, B, C and display questions D, E, F.
Attention

Conditional Actions are processed EVERYTIME a form response is changed. In other words, modifications made to a form will be applied to all previous responses.

To include conditional action​

  1. Go to the desired element and click Ações condicionais or select the "Conditional actions" tab, at the top of the form editing screen;
  2. Click Adicionar;
  3. Choose the question that will determine the display condition;
  4. Choose the logical operator of the condition;
  5. Set the question answer to complete the display condition. Enter the expected answer or choose from answer options for the question chosen as the display condition;
  6. To include one more criterion in the presentation logic, click Condição;
  7. Set the attributes in Run when. See table below for more information;
  8. Click Saveto save the settings.
Conditional Action configuration features. Click on the image to enlarge it.

Conditional Action configuration features. Click on the image to enlarge it.

Conditional Action Parameters​

ParameterDescription

Conditions

Defines the logical conditions that must be met for the conditional action to be executed.

  1. Choose the conditional question. All questions present in the form are displayed in the order they were inserted.

  2. After selecting the conditional question, the system will present the logical operator of the condition based on the type of the conditional question's element. For example, for elements of type Single Selection and Multiple Selections, the following options will be shown: equal to, is filled, or is empty; for elements of type Text, the options presented are: equal to, includes, is filled, and is empty.

  3. Define the value of the conditional question that must be met to complete the logical condition. For elements of type Single Selection and Multiple Selections, for example, the available answer options are presented. For elements of type Text, the expected text must be provided.

  4. Include, using the button Condition as many display conditions as necessary.

  5. The button Sort automatically sorts the logical conditions according to the order the elements were inserted into the form. For example, if a question from one condition precedes the order of the question from the previous condition, that condition will be placed before this one.

Display when

Defines which logical operator should be considered among the defined display conditions.

  • All conditions are met: considers a logical operator Conjunction (AND). It returns true only if all involved conditions are true.
Example of logical operator Conjunction (AND)

Consider the following conditional question: "Would you like to schedule an interview?"

This question will only be displayed if all the following conditions are true:

  • Condition 1: The user selected "Yes" for the question "Are you interested in our services?"
  • Condition 2: The user indicated they reside in Brazil in the question "In which country do you live?"
  • Condition 3: The user chose an income range higher than "R$ 10,000" in the question "What is your monthly income range?"

In this scenario, the question about scheduling a meeting will only be displayed if the user demonstrated interest in the services, lives in Brazil, and has a specific income range. In other words, the logic would be:

Condition 1 AND Condition 2 AND Condition 3

Only when all three conditions are met will the conditional question be displayed. If any of these conditions are not met, the question will be omitted from the form.

  • Any of the conditions are met: considers a logical operator Disjunction (OR). It returns true if at least one of the involved conditions is true.
Example of logical operator Disjunction (OR)

Consider the following conditional question: "Would you like to receive informational materials?"

This question will be displayed if at least one of the following conditions is true:

  • Condition 1: The user selected "Yes" in the question "Are you interested in learning more about our products?"
  • Condition 2: The user selected the "Newsletter" option in the question "Would you like to subscribe to our email list?"
  • Condition 3: The user indicated "Yes" to the question "Would you like to receive news about promotions and offers?"

In this scenario, the conditional question will be displayed if the user showed interest in the products, or is interested in receiving a "newsletter," or would like to receive promotions and offers:

Condition 1 OR Condition 2 OR Condition 3

Thus, if any of these conditions are met, the question about receiving informational materials will be displayed.

  • No condition is met: means that all conditions have failed or are false. In logical terms, this is equivalent to the Negation (NOT) of each individual condition combined with the Conjunction (AND) operator.

Example of logical operator Negation (NOT) in the context of the expression "all conditions are false"

Negation (NOT): negation is always evaluated first, i. e., it precedes Conjunction (AND) and Disjunction (OR). It inverts the logical value of an expression. If applied to a true condition, it becomes false, and vice versa.

Suppose you are creating a form that should display an additional question about "Shipping options" only if none of the following conditions are met:

  • Condition 1: The user selected "Express shipping."
  • Condition 2: The user selected "Store pickup."
  • Condition 3: The user selected "International shipping."

In this case, the question about "Shipping options" will only be displayed if the user does not select any of these options. In other words, if the user chooses a shipping method that is not "Express shipping," "Store pickup," or "International shipping," the question will be shown.

Logical expression:

NOT (Condition 1) AND NOT (Condition 2) AND NOT (Condition 3)

Therefore, the question about "Shipping options" will only be shown if all the previous conditions fail (i. e., if none of the defined conditions are met).

  • Use expression: this option allows you to customize the logical expression between the conditions. When selecting this option, each condition receives an identifier, e. g., A.

The identifiers represent each of the conditions and are used to create an expression that must be satisfied to display the conditional content. Example:

($A and (not $B)) or $C

Considering this logical expression, the conditional content will only be displayed if: A is TRUE and B is FALSE, or C is TRUE, where A, B, and C are the three display conditions.

Apply actions to

Defines which elements the actions will be applied to. Choose between:

  • Form elements
  • Follow-up elements
Actions

Defines which action should be executed. Choose one of the available options or both:

  • Display form elements
  • Hide form elements
  • Assign value to form question - (coming soon)

When choosing the options above, it is possible to indicate which element(s) should be displayed or hidden in the form.

Elements to display

This field is shown when the "Display form elements" option is selected in the Actions field.

Include the elements that should be displayed using the button Element.

The button Sort automatically sorts the elements according to the order they were inserted into the form. For example, if an element precedes the order of a previously defined element, it will be placed before it.

Elements to hide

This field is shown when the "Hide form elements" option is selected in the Actions field.

Include the elements that should be hidden using the button Element.

The button Sort automatically sorts the elements according to the order they were inserted into the form. For example, if an element precedes the order of a previously defined element, it will be placed before it.

Elements used in more than one conditional action​

Attention

Notice in the following figure that the questions Are you currently employed?, Company name: and Hire date appear in more than one logical condition.

Exemplo de como não deve ser configurada a ação condicional

These logical conditions can be rewritten as follows:

Exemplo de como não deve ser configurada a ação condicional

Note that the DISPLAY and HIDE actions are applied in a complementary manner, that is, when defining a condition to display a question, you are automatically defining the conditions under which such question will be hidden. So if the condition is met, the question will be displayed, if not, it will be hidden.

In the example, it is not necessary to create an Action to hide question 11, as it will be hidden automatically whenever question 10 is anything other than "Yes".