Building conditional questionnaires
As a catalog administrator or an internal supplier, you can apply conditions in a questionnaire so that questions displayed in a service request are based on the user's responses to previous questions.
Form element types for which conditional questionnaires are available
For form elements that can be configured to return multiple responses, you can add conditions from the current or a previous question page. You can use one or more values from these responses or use free text responses to display additional questions to your users. Use the Map to Form or Map to Dataset option to get and use dynamic responses for displaying questions.
The following table shows the form element types and options available for each type.
Form Element Type | Dynamic responses | Fixed responses | |
|---|---|---|---|
Map to Form | Map to Dataset | Add Value | |
Checkbox |  | | |
Dropdown | | | |
Multiselect Dropdown | | | |
Radio Buttons | | | |
Toggle (Yes/No) | Not applicable | Not applicable | Fixed values (Yes/No) |
Lookup | | Not applicable | Not applicable |
To add conditions to questions
Add conditions to questions with fixed or dynamic responses. Use the end user's responses to display subsequent questions.
- As an administrator, log in to the Catalog console.
- Click the Services tab and click Services.
- Double-click the service to which you want to add a questionnaire.
- On the Service Options panel, click Edit next to Workflow.
- On the Workflow & Questions panel, click Edit next to Questions.
- Click New question or use a question that returns a response. For more information, see Creating-selection-menus-for-question-responses.
- Click New conditional branch to add the conditional question.
Click the + button to add a condition that uses the response to another question to determine if the question within the conditional branch is displayed.
Select a question from the Insert question drop-down list. You can select a question that uses Form Element Types with fixed or dynamic responses. You can also use free text to provide a response for validating the condition. Questions from the current and previous pages are listed.
For more information on creating questionnaires that use responses from external asset forms, see Creating-a-questionnaire-with-answers-prepopulated-from-an-external-asset-form.
- Select the question that will be displayed for the condition in another question.
Step 1: Create a question that enables users to select their computer type.
Click New question, and use the following details in Question Designer.
Field | Value |
|---|---|
Form Element Type | Dropdown |
Label | Select your computer type |
Question Values > Add Value | Laptop |
Question Values > Add Value | Desktop |
Step 2: Create a question that enables users to request an external monitor.
Click New question, and use the following details in Question Designer.
Field | Value |
|---|---|
Form Element Type | Toggle (Yes/No) |
Label | Do you need an external monitor? |
Step 3: Create a conditional branch that enables users to request an external monitor only if they are using a laptop.
- Click New conditional branch.
Click the + button. Click Insert question > Computer type. Use the default is condition, and select Laptop from the drop-down list. Alternatively, you can use free text to provide a response for validating the condition.
The second question you created (Do you need an external monitor?) will be available in the User Generated Questions list on the left.Drag and drop this question into the conditional branch you just created.
This question will be displayed only if the user selects Laptop as the Computer type.
Step 4: Save and publish the questionnaire as a part your service.