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Changing the run-time order of questions in a questionnaire

Updated on May 11, 2022

Conditionally skip or revisit questions at run time by adding a branch to a questionnaire. By branching questionnaires, you provide flexibility and promote reuse of existing assets, such as question pages.

For example, in a shopping application, you can define a condition that skips a set of questions directed towards new customers if a customer reports making purchases in the past. If the customer indicates an interest in providing feedback about their previous purchases, the questionnaire displays questions about their satisfaction with the service. For a new customer, your application loads a set of questions about how the customer found out about your company.
Before you begin:
  1. Navigate to the questionnaire:
    Open the questionnaire in App Studio
    1. In the navigation pane of App Studio, click Case types.
    2. In the list of case types, open a case type of the Questionnaire type that you want to edit.
    Open the questionnaire in Dev Studio
    1. In the header of Dev Studio, click ConfigureCase ManagementQuestionnaire.
    2. Click the questionnaire that you want to edit.
  2. On the Questionnaire tab, click AddLogic.
  3. In the Branch field, click Click here to edit page title, and then enter a unique name for the branch, for example Returning customer.
  4. In the Branching conditions pane, in the When section, click Click to add condition.
  5. Create a condition by providing a value to compare at run time, a comparator, and a value to compare against the first value.
    For example: To skip a question if the customer has VIP status, create the following condition: IsCustomerVIP is true.
  6. Optional: To add more rows in the condition, click Add a row.
  7. If you create multiple rows, define whether an answer needs to meet all or any conditions by selecting either and or or between the rows.
  8. Click Submit.
  9. In the Go to list, define what happens when the condition evaluates to true:
    • To move to a specific questionnaire item, select the item in the list.
    • To exit the questionnaire, select Exit Survey.
    For example: You can skip to the next question page in a personal health questionnaire, when users indicate that they do not smoke.
  10. Optional: To define more conditions, click Add path, and then repeat steps 4 through 9.
  11. In the Otherwise go to list, define what happens when the condition returns a false value:
    • To move to a specific questionnaire item, select the item in the list.
    • To exit the questionnaire, select Exit Survey.
  12. Click Save.

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