Logic Builder: Skip, Jump and Show/When Rules

Simple Page Jumping (1 condition) and Question Show/When Logic Available at all Paid level Accounts.

Multiple Condition Page Jumping Logic and Page Show/When Logic Available to Professional Levels and Above.

This overview of the features of the SurveyGizmo 3.0 Logic Builder is broken into three main sections:

• Introduction to building rules, setting up logic actions, and building complex rules
• Explanation of each condition (Is Exactly Equal To, Is In List, etc.) and a common use case for the condition
• Each Question Type and the recommended and most common condition to be paired with that question type

Introduction to the Logic Builder

The logic builder is most commonly found when adding logic to a page of a survey using the Add Logic button in the bottom left of any page of your survey:

However, it can also be found when editing Page Options, setting individual Show-When rules within questions, creating Filters within reporting, and other future areas of the application. The Logic Builder consists of a simple set of items for each rule within the Logic Builder:

1. Select a question from the current page* or previous pages that will be part of the IF rule
   * Only questions from the current page are available when creating Page Logic rules
2. Select the condition that will be used to evaluate the question
3. What value or values are required to complete the IF rule

You should choose the question first. In the case of a table, you will be choosing the specific row to use. This allows the system to apply the most recommended condition to the second box, and if the question has preset Answers, such as with a radio button or checkbox question, SurveyGizmo will switch from an open textbox for section 3 to all possible Answers:

The above pictured rule can be read as, "IF Question #1, titled Radio Button, has any of the following list of answers (Male or Female) selected (marked by checking the answer), then do the Logic Action."

Logic Actions

Logic Actions are found when you Add Logic on a particular page and are specific to this area:

The Logic Actions section is the area that defines what will happen if the rule built above is met (true). This includes Jumping to a specific page in the survey, Redirecting the user to a webpage away from the survey, marking the response as Complete, and disqualifying them with a custom disqualification message. You will typically be choosing only one of the possible actions.

Remember, the Logic Actions are only for the rule immediately above. If you wish to add logic to a page that has a different action, you can click Add Logic again and create a new rule with a new Logic Action. SurveyGizmo will allow you to have multiple Page Logic rules on any page.

Advanced Tip: If the respondents answers would match multiple Page Logic rules on a particular page, the last rule on the page will take priority.

Building Complex Rules

The Logic Builder allows you to combine multiple conditions and if statements together with an AND or OR, as well as group sets of statements together. You can create a statement that is, "If (Q1 = A AND Q2 = B) OR (Q1 = B) THEN..."

The Add Condition link will add another condition within the group, imagined as a rule within parenthesis (e.g. AND Q2 = B ). The Add Group link adds another set of parenthesis and allows you to have another group of conditions (e.g. OR (Q1 = B) ).

Logic Conditions - If Question _________

Is Exactly Equal To

This condition is the default for a text based open answer question type meant to be an exact match, including the exact case. Thus, the following two answers would not match:

• yes
• Yes

This condition can also be used for multi-select questions like the checkbox question type to set every option that must be given to trigger the action. Thus, if you have 2 answers checked and you are using Is Exactly Equal To, the respondent must check both of those answers and only those answers to trigger the logic action.

Is Not Equal To Exactly

The opposite of Is Exactly Equal To, it is also typically used for text based open answer question types to set the criteria that it should not match for the logic action to be triggered.

One possible use is for a consent form at the beginning of a survey, where you require them to type exactly: YES to continue. The logic rule can be setup then if that textbox Is Not Equal To Exactly YES, then disqualify the respondent.

> Greater Than

Used for any question where the expected results is a single answer and is numeric. This could include the Number question type or either a Radio button or a Dropdown Menu question with numeric reporting values. If the answer given is greater than the value set in the logic builder, then trigger the Logic Action.

In a Likert Scale question, you may trigger a page jump if the respondent rated a score higher than an 8 on a Net Promoter 0-10 scale.

≥ Greater Than or Equal To

Used for any question where the expected results is a single answer and is numeric. This could include the Number question type or either a Radio button or a Dropdown Menu question with numeric reporting values. If the answer given is greater than or equal to the value set in the logic builder, then trigger the Logic Action.

If asking a respondent for their age, you may disqualify someone who is retired and thus has an age Greater Than or Equal To 65.

< Less Than

Used for any question where the expected results is a single answer and is numeric. This could include the Number question type or either a Radio button or a Dropdown Menu question with numeric reporting values. If the answer given is less than the value set in the logic builder, then trigger the Logic Action.

If asking a Number question for the respondent's age in years, you may disqualify the respondent if they are a minor (Less Than 18).

≤ Less Than or Equal To

Used for any question where the expected results is a single answer and is numeric. This could include the Number question type or either a Radio button or a Dropdown Menu question with numeric reporting values. If the answer given is less than or equal to the value set in the logic builder, then trigger the Logic Action.

In a medical questionnaire, if an open text Number question was asked regarding the respondent's weight, you may use a page jump over the next page of questions about obesity if their weight is Less Than or Equal To 100 [pounds].

Date ≥ (Greater Than or Equal To)

Used for any Date question where the expected result is a single answer and is formatted as a date. The value can be formatted in many common formats (See some sample formats). If the answer given is greater than or equal to the value set in the logic builder, then trigger the Logic Action.

Date ≤ (Less Than or Equal To)

Used for any Date question where the expected result is a single answer and is formatted as a date. The value can be formatted in many common formats (See some sample formats). If the answer given is less than or equal to the value set in the logic builder, then trigger the Logic Action.

Is In List

One of the most versatile and powerful conditions, it is used for single answer (radio button), multiple answer (checkbox), lists, and table question types. The condition is used to search through all the answers given for that particular question (or row in the case of a table) and trigger the logic action if ANY of the values selected in the logic rule are found. More specific use cases can be found in the individual question types section.

A common use is to trigger the logic action if any of the selected options in a checkbox question are chosen. Not only if they choose those and only those values which are in the logic rule, but rather if ANY are present in their answer. If the rule has option1 and option2 selected, then a respondent answering option1 and option3 would qualify and trigger the logic action.

Not In List

The opposite of 'Is In List', this condition is used to search through all the answers given for that particular question (or row in the case of a table) and trigger the logic action if NONE of the values selected in the logic rule are found. More specific use cases can be found in the individual question types section.

A common use is to trigger the logic action if none of the selected options in a checkbox question are chosen. If the rule has option2 and option3 selected, then a respondent answering option1 and option4 would qualify and trigger the logic action.

Is Answered

This condition is used for questions that are not required or for specific rows in a table or a list of textboxes. If the question has an answer selected or in the case of a textbox has an answer given, then the rule is true.

If asking someone to provide the name of the person they spoke with (only if they remember, thus not required), then a follow-up page could be shown only when they textbox question was answered, because the follow-up page would contain questions specific to that representative, referring to them by name (using merge codes).

Is Not Answered

The opposite of Is Answered, this condition is used for questions that are not required or for specific rows in a table or a list of textboxes. If the question has no answer selected or in the case of a textbox has no answer given, then the rule is true.

Displaying a final informational page of the survey to someone who did not answer any one of the previous questions, reminding them that they can go back and answer the questions before finalizing their response.

Matches Regex Pattern

[Advanced Users Only] Regular Expression matching is very powerful and allows you to build a complex logic magic based upon a specific Regular Expression. To see some examples of simple Regular Expression matches, View the Intro section (stop at the POSIX section) of this tutorial. You can practice regular expression matching using the this online real-time regular expression tester.

You can mimic the Is Not Answered condition by using Matches Regex Pattern and setting the value as: ^$

Does Not Match Pattern

[Advanced Users Only] Regular Expression matching is very powerful and allows you to build a complex logic magic based upon a specific Regular Expression. This function will trigger the logic action if the RegEx pattern is not found. To see some examples of simple Regular Expression matches, View the Intro section (stop at the POSIX section) of this tutorial. You can practice regular expression matching using the this online real-time regular expression tester.

In an open answer essay box, you may wish to skip over the next page of questions about the staff if they did not mention 'staff' anywhere in their answer. Choose the Does Not Match Pattern and set the value as: staff

Question Types - Recommended Conditions

Open Answer - Text (Textbox, Email, Essay, Date, Currency)

Default Condition: Is Exactly Equal To

Advanced Condition: Matches Regex Pattern

If matching for a specific answer including case, Is Exactly Equal To is a perfect fit. However, if you are looking for the presence of a specific word anywhere in the answer, then using the Advanced Matches Regex Pattern would allow you to drive logic off of the presence of a particular value anywhere in the answer. See above Matches Regex Pattern for a use case example and relevant links.

Open Answer - Numeric (Number, Percent)

Default Condition: Is Exactly Equal To

Recommended Conditions: Greater Than, Less Than, Greater Than or Equal To, Less Than or Equal To

If forcing a Number or Percent, you can evaluate the rule with Is Exactly Equal To, but most commonly you will want to compare the number to a certain other numeric threshold with the Greater Than/Less Than conditions.

Single Selection (Radio Button, Drop-Down Menu, Likert Scale, Row in a Table of Radio Buttons, Image Choice, Row in a List of Dropdown Menus)

Default Condition: Is In List

The default condition will allow you to select ANY of the answers that will trigger the logic action. Therefore, if there are 5 possible answers to a radio button question, and 2 of the 5 should trigger the logic action, then you can check both items when using Is In List, and either answer (if selected) would trigger the logic action. This is simpler and faster than adding multiple conditions, one for each possible answer.

Multiple Selection (Checkbox, Row in a Table of Checkboxes, Image Choice)

Default Condition: Is In List

The default condition allows you to select ANY of the answers that will trigger the logic action. If the respondent selects any of your rule's selected answers, even if they combine one of these answers with an answer you have not specific, they would trigger the logic action. Use the below example:

The checkbox based logic rule has both Caucasian and Hispanic checked. All of the following answers by a respondent would cause the logic action to trigger:

• Caucasian only
• Hispanic and Asian/Pacific Islander
• Hispanic and Caucasian

Alternate Condition: Is Exactly Equal To

If the logic rule should only trigger the logic action when the rule's selected values match EXACTLY, the condition Is Exactly Equal To is the preferred choice. Using the below logic rule, only a respondent's answer of both Caucasian and Hispanic and no other answers would trigger the logic action:

Lists (List of Textboxes, Continuous Sum)

Default Condition: Is Exactly Equal To

The default condition should be used when targeting a specific row in the list. For instance, if the first row is listed their best friend, you may want to see if it matches Bob exactly. Targeting a specific row in a list can be treated like a standalone question, e.g. a row in a list of textboxes can be perceived as a single open answer textbox.

Alternate Condition: Is In List

Lists are special in that you can select the entire list in the Logic Builder by selecting the question title rather than an individual row. In this scenario, you will want to use the Is In List condition. This allows you to look for a particular answer in ANY of the rows of the list. For example, you may look through a Continuous Sum question for the presence of any 0 answers.

Row in Complex Tables (Star Ranking, Table of Dropdown Menus, Table of Textboxes)

Default Condition: Is Exactly Equal To

Recommended Condition: Is In List

In complex tables, each row represents multiple answers (a different answer for each column). If there is only 1 column, you can use Is Exactly Equal To, however you most likely will want to drive logic off of the presence of a particular answer in any of the columns, such as a 1 star rating or an unsatisfied dropdown menu answer.

Ranking (Drag and Drop Ranking, Table Ranking)

Temporarily excluded to improve options.