Branching questions in your survey

This is a pilot feature with limited availability to pilot users only. For access, please reach out to product@upmetrics.com.

• Skip to a question/ complete the survey
• Show/ hide a question

As a survey creator, you may need to build more sophisticated branching logic in your survey so that you can get all their information gathered across different scenarios, but not burden the producers with having to answer questions that are not relevant to them. IPR includes special logic that enables survey creators to skip, or hide questions or pages within a survey. 

Let’s get started! ☕ 

Skip Logic

Skip logic allows survey recipients to skip certain questions or pages based on their responses to a previous question. For example, if a recipient indicates that they do not have any environmental impact to report, skip logic might bypass questions related to environmental progress report questions. 

Show/ Hide Logic

Show/ hide logic, also known as display logic, involves revealing or concealing specific questions or pages based on predefined conditions. For example, if a recipient selects “Yes” to a question about reporting on environmental factors, show/ hide logic might display additional questions related to environmental impact measures while hiding them if the recipient selects “No”.

Complete Survey Logic

In more complex scenarios, branching logic can direct recipients to the end of the survey based on how they responded to a trigger question. For example, if a recipient answers “Yes” to a question about wanting to provide more context on their portfolio report, they might be directed to a follow-up section with more detailed questions on context. On the other hand, if they answer “No”, they might be directed to the survey completion page because all further questions are not relevant to them due to the absence of any need for additional context. 

Skip to question/ Complete the survey

To guide a recipient to a specific question further down the line based on their response to a current question, you can implement an expression-based event called “trigger”. When the expression evaluates to “true”, the trigger initiates an action. One such trigger type is “Skip to question”. It takes the recipient to a target question. 

To set up branching logic that redirects a recipient to a specific question, 

1. Select Survey details icon to open the right-hand pane survey details.
2. Under Conditions section, locate a sub-section called Triggers and click the Plus icon to add a new trigger. 
3. In the trigger drop-down menu, select Skip to question or Complete survey.
4. Click the Pen icon to expand the trigger settings. 
5. Use one of the following ways to specify an expression that, when evaluates to “true”, will take a recipient to the target question (the question you want to direct the recipient to). 
   1. Enter the expression in the Expression field
   2. Click on the Magic wand icon to open a popup and build the expression. Click Apply when you are done. 
6. Select a target question using the drop-down menu of the Question to skip to field.
7. You can test the logic by going to the Preview tab within your form builder, answering the question in a manner that will trigger the skip logic, and repeating your testing by answering the question in a manner that will not trigger the skip logic to make sure it works both ways. 

Show/ Hide Questions

You can also show certain questions to some of your recipients while hiding them from others based on their answers. Within IPR, you can show or hide a specific question, or show or hide a specific page within your survey. 

To create a conditional rule that determines the visibility of a question, or a page: 

1. Select the question or page you want to dynamically hide. 
2. Expand its Conditions category in the right-hand pane and locate Make the question/page visible if field. 
3. Click the Magic wand icon on the right of the property. This action opens a popup with a user interface for setting up display logic. 
4. In the popup, select the trigger. This trigger is the Question name. 
5. Select a condition from the drop-down menu: Empty, Not Empty, Equals, Does not equal, Any of, Greater than, Less than, Greater than or equals to, or Less than or equals to. 
6. Type in or select the triggering answer. 
7. Click Apply.
8. You can test the logic by going to the Preview tab within your form builder, answering the question in the manner that will trigger the show/ hide logic, and repeating your testing by answering the question in a manner that will not trigger the show/ hide logic to make sure it works both ways. 

👏 Congratulations. You can now set up your surveys to have branching logic!