Building conditional logic in service questionnaires with Catalog Curator

As a catalog administrator, use conditional logic in Catalog Curator to control which questions appear in service request forms based on earlier answers. This approach keeps questionnaires focused on relevant information for end users and adapts forms to different business scenarios and languages. By entering natural-language prompts, you can add, modify, or remove conditional questions while creating or editing services.

Considerations for conditional logic in Catalog Curator

• Supported condition types: single conditions, AND, and OR logic.
• Conditions evaluate data values and not the display labels to ensure compatibility across multiple languages.
• Built-in validation flags invalid conditions, such as when a referenced question or option is deleted, or when question order breaks dependencies.
• You should limit nesting to a maximum of three levels and the number of conditions per question to a maximum of seven.
• Catalog Curator supports editing service questionnaires with up to 30 questions. For services that contain more than 30 questions, Edit Questionnaire is not supported; however, you can still modify the service attributes and profile.
• Supported question types and operators for conditional logic in Catalog Curator:
  • Use operators that are compatible with the question type used as the condition source.
  • If you attempt to apply conditional logic to an unsupported question type, Catalog Curator does not apply the condition and displays a warning message.

Before you begin

• Make sure that Catalog Curator is enabled. For more information, see Enabling and configuring Catalog Curator. 
• Make sure you create source questions before dependent questions.
• Define option values for dropdown and radio questions.
• To learn the steps for creating services with Catalog Curator in detail, see Creating services with Catalog Curator.
• To understand how to edit services by using AI, see Editing services with Catalog Curator.

To work with conditional questions while creating a service

1. Log in to BMC Helix Digital Workplace Catalog.
2. Select Services > Services.
3. On the Service Management page, navigate to the My Services tab.
4. To access Catalog Curator, click Catalog Assistant.
5. Describe the service and questionnaire in the chat prompt. While entering the prompt for the service, use one of the following approaches:
   • Add conditions explicitly in your prompt by specifying when a question should appear based on earlier answers.
   • Allow Catalog Curator to infer conditions based on the input prompt and logical relationships between questions.
6. Review the service summary presented by Catalog Curator.
   Verify the questionnaire and any conditional questions added explicitly or inferred from the prompt.
    

7. Use natural‑language prompts in the summary to perform any of the following actions on conditional questions as per your requirement:

   Action	Example prompt
   Add a conditional question	Add a “Manager approval” question that appears only when Department is HR.
   Update a condition	Change the condition for “Access details” to appear only when Access Type is Server AND Environment is Production.
   Remove a condition	Remove the condition from “Additional comments.”
   Apply OR logic	Show “Justification” only when Priority is High OR Critical.
   Apply AND logic	Show “Security details” only when Access Type is Server AND Environment is Production.

   Warning

   Important

   • Condition nesting and limits: Limit condition nesting to a maximum of three levels and apply no more than seven conditions per question.
     When logic becomes complex, split it across multiple dependent questions instead of extending a single condition.
     Click here to read an example to understand this consideration:

     Hannah is designing a Facilities Relocation Request service and wants to show an “Additional setup details” question only in very specific cases. She starts adding conditions such as:

     • Relocation type is Office relocation
     • Work arrangement is Work from home
     • Move priority is Urgent
     • Employee department is Engineering
     • Special equipment is required
     • Access type is After‑hours

     As Hannah combines these conditions, she realizes that adding more layers of AND and OR logic quickly increases complexity. Catalog Curator allows her to nest conditions only up to three levels and apply a maximum of seven conditions to a single question.
     Instead of extending the logic further, Hannah splits her design into multiple dependent questions. For example, she creates a separate “Security and access requirements” question with its own conditions. This keeps the questionnaire readable, valid, and easier to maintain, while still capturing all required business rules.

   • Revert changes: If your updates invalidate conditional logic, a Revert changes button appears. Click it to restore the last valid questionnaire state. You can reapply your changes later if needed.
8. After the summary reflects your intended questionnaire and conditional logic, enter an assertive response in the chat to confirm the service draft. For example, Looks good.
   Catalog Curator generates a service with the required conditional logic.

To work with conditional questions while editing a service

1. Log in to the BMC Helix Digital Workplace Catalog console as a catalog administrator.
2. From the navigation panel, select Services > Services.
3. Locate the service you want to edit and click Edit with AI.
4. Click Edit Questionnaire and enter a prompt to edit the service questionnaire.
5. Follow the same steps used to work with conditional questions while creating a service, starting from reviewing the summary.

Example of prompts with conditions

Troubleshooting

Related topics

Building conditional questionnaires