Conditions change the questions and content displayed within a form as well as its editability based on defaults and responses provided by the user, ensuring the most efficient and correct path through the form. Conditions are also responsible for which workflow transitions to choose and what actions to run after a form is completed.
Conditions use clauses that, when rendered to true or false, cause an outcome. For example:
- The Postal Address section becomes editable after indicating that the postal address is different from the address.
- Additional questions became visible after selecting Yes to being over 18 years old.
- The License type question became Mandatory after saying Yes to having a license.
To add conditions, you can click the +Add button and select Condition from the context menu, or drag blocks from the Pages panel and drop them in as the source of a new condition.
Move items between Active or Visible or Editable conditions by dragging and dropping elements between the accordions.
SmartIQ will process conditions sequentially, starting with the top and will only proceed to the next condition if the previous condition has been satisfied.
To add groups, click the + Add button and select Group from the context menu. A new group will be the opposite type than its parent, so the default child group within an ‘any of’ will be an ‘all of’ group. To change the type, simply click the group header and a context menu allows you to switch between ‘All Of’ or ‘Any Of’.
Ensure that multiple condition types do not conflict or contradict with one another when adding nested conditions, especially with Active conditions. Always test the forms before adding to a live page.
The More Options (…) menu for the topmost item allows Copy All, Paste All, as well as a Delete All function. Every other item below the topmost has a More Options menu with singular options to Delete, Duplicate, Move Up or Move Down just that item.
Conditions relating to questions outside repeats cant reference questions in repeats due to getting multiple results out. All condition types (Active, Visible, etc.) are always visible within the Conditions panel.
There are several condition types, each described in detail within this section. Individual form elements can have multiple condition types applied. For example, make a question visible when 'x' but mandatory only when 'y'
Condition types are available depending on what they are being applied to, the table below outlines exactly what condition type applies to what.
|Adding or removing sections
Active conditions control if an item is at all relevant. When something is inactive, it is completely ignored. If an item becomes inactive half way through a form or workflow process, any data collected so far is disposed and any additional conditions, visible, editable, mandatory etc. no longer apply. Ultimately, an item that is made inactive renders the item irrelevant to the final outcome.
This is the only condition that can be used for all content within a form.
Visible conditions determine whether the item will be visible to the user in the wizard.
A non-visible item is hidden but still active and thus will retain any data collected thus far in the process. Visible conditions are often used in workflow where content is only shown to particular users or groups depending on which state of the workflow you are up to.
For example, a linear or parallel workflow might need different responses from HR and Finance teams. Different groups of questions would be made visible to the HR and/or Finance teams respectively.
Editable conditions, while allowing the user to see a question within a form, prevents changes to the questions value, effectively making it read only. Editable conditions are useful for workflow scenarios where the current user can see the responses provided by previous users but cannot make changes.
Mandatory conditions provide the option to make a question mandatory based on the user response. For example, an email address might be made mandatory if the preferred contact method is email.
The Mandatory condition type is only available for questions.
Provides the option to make a section or page repeating based on the user response. For example, a previous work experience section can be a repeating section and the user can add more experience as needed.
The Adding or Removing Sections condition type is only available for Repeating Pages/Sections.
Editable and Visible conditions have a Save Responses Override option where the question will always be processed. This is because, for efficiency in most scenarios, SmartIQ will skip non-editable/non-visible questions when processing as users cannot interact with them during a form. In rarer scenarios, particularly where the question changes their editable/visible during a form, the skip can result in data loss between workflow states. In these scenarios the save responses override can be applied.
Updated 3 months ago