Introduction

This page deals with creating conditional rules when managing TouchPoints, Collection Types, and Referral Forms.

A conditional rule is used to customize the workflow within a form. They are used to relate two or more elements so that specific actions performed within the form trigger other actions and/or elements. A good example might be showing or hiding particular questions based on a user’s response to a previous question. Another might be setting a default answer to a series of questions based on a previous answer.

  • For example, a question on a TouchPoint asks "Did the client receive income from any source in the past 30 days?" A conditional rule can be set up so that if "Yes" is selected, another question appears asking for the Types of Income Received.

It is important to note that no two conditional rules can create a conflicting action.

  • For example, the conditional rule from above is set up but then another conditional rule is set up where the Types of Income Received question is set to be hidden if "No" is selected for the question "Did the client receive any donations in the past 30 days?" These rules will conflict with each other if both answers (Yes for the first, and No for the second) are selected. Essentially, the condition will not know which one to choose (show or hide Types of Income Received) and the rules will not work appropriately. 
  • See more Here: https://intercom.help/eto/en/articles/3676657-show-hide-conditional-rule

In-Depth Instructions

Step 1 – Navigate to the proper management page (Manage TouchPoints, Manage Collection Types, or Manage Referral Forms).

Step 2 – Click on the Question Settings button and select Calculations from the drop-down.

  • In order to set conditional rules, the form must first have questions to apply them to.

Step 3 – You will see the following options:

  1. Return button - Return to managing the TouchPoint, referral form, or collection type.
  2. New Conditional Rule - Create a new conditional rule.
  3. Search/Filter - You can search through all conditional rules for that particular form by either the rule name or the questions used in the rule.
  4. Edit - Edit the rule.
  5. Disable - Disable the rule.
  6. Delete - Delete the rule.
  7. Enable - Reenable a rule that has been disabled

Step 4 – Click the New Conditional Rule button.

Step 5 – Give the new rule a descriptive name.

Step 6 – Select a question and measurement from the drop-downs. This will create the "if" statement of your rule.

  • Available measurements include:

 Measurement Explanation Example

Equal To

Checks if the question is equal to a selected answer.

 

This example checks to see if Attendance is equal to Present.

 

Not Equal To

 
Checks if the question is NOT equal to the selected answer. 

This example checks to see if Attendance is not equal to Absent.

 
Less Than
Checks if the question is less than the selected answer. 

This example checks to see if the Date of Next Contact is less than 1/16/2015.

 
Less Than or Equal To

Checks if the question is less than or equal to the selected answer. 

This example checks to see if the Date of Next Contact is less than or equal to 1/16/2015.

 

Greater Than
Checks if the question is greater than the selected answer. 

This example checks to see if the Date of Next Contact is greater than 1/16/2015.

 
Greater Than or Equal To
Checks if the question is greater than or equal to the selected answer. 

This example checks to see if the Date of Next Contact is greater than or equal to 1/16/2015.

 

Empty

Checks if the question has no value in it. 

This example checks to see if the comment field has been left blank.

 

Not Empty

Checks if the question has any value in it.

This example checks to see if the comment field has anything in it.

 

Contains
Checks to see if a text field contains a certain word or phrase. 

This example checks to see if the comment field has the word "test" in it.

 

Equal to Question
Checks to see if the answer given to the first question is equal to the answer given for the second question. 

This example checks to see if the answer given for Question A is the same as the answer given for Question B.

 

Not Equal to Question
 Checks to see if the answer given to the first question is NOT equal to the answer given for the second question. 

This example checks to see if the answer given for Question A is not the same as the answer given for Question B.

 
Less Than Question Checks to see if the answer given to the first question is less than the answer given for the second question. 

This example checks to see if the answer given for Question A is less than the answer given for Question B.

 

Greater Than Question
Checks to see if the answer given to the first question is greater than the answer given for the second question. 

This example checks to see if the answer given for Question A is greater than the answer given for Question B.

 

Less Than or Equal to Question Checks to see if the answer given to the first question is less than or equal to the answer given for the second question. 

This example checks to see if the answer given for Question A is less than or equal to the answer given for Question B.

 
Greater Than or Equal to Question Checks to see if the answer given to the first question is greater than or equal to the answer given for the second question. 

This example checks to see if the answer given for Question A is greater than or equal to the answer given for Question B.

Step 7 – You can click the plus symbol to add additional conditions. Click the minus sign to remove a condition.

Step 8 – Select the Any or All drop-down to set how many of the conditions have to be met in order to apply.

  • Any means that when there are multiple conditions, the user only has to complete one to meet the condition.
  • All means that when there are multiple conditions, the user has to complete them all to meet the condition.

Step 9 – From the drop-downs, decide the action that should be performed and which question it will be performed on. The following actions can be performed, depending on the element type involved:

  • Show: Shows a second question when a first question is answered in a particular fashion. If the first question is NOT answered in the correct fashion, the second question will be hidden.
  • Hide: Hides a second question when a first question is answered in a particular fashion. If the first question is NOT answered the the correct fashion, the second question will be shown.
  • Make required: Makes a second question required when a first question is answered in a particular fashion. If the first question is NOT answered in the particular fashion, the second question will be required or not required based on non-condition settings.
  • Make not required: Makes a second question not required when a first question is answered in a particular fashion. If the first question is NOT answered the the particular fashion, the second question will be required or not required based on non-condition settings.
  • Set default for: Sets the answer to a question to the value you have specified when another question is answered in a particular fashion. It is based on what a user inputs otherwise. Users are still able to edit the value.
  • Set to empty: Sets the answer to a question to blank when another question is answered in a particular fashion. It is based on what a user inputs otherwise. Users are still able to edit the value.
  • Filter list choices: Changes the choices in a list-type question to ones you have specified when another question is answered in a particular fashion. The full list will show otherwise.

Step 10 – You can click the plus symbol to add additional actions. Click the minus sign to remove an action.

Step 11 – Click Save to create your new rule.

 

Summary

Creating conditional rules for your TouchPoint, referral form, or collection type can lead to a more streamlined experience, where questions only appear if they are relevant to the information already entered. For example, using conditional rules, follow-up questions will only appear if the information gathered indicates that the follow-up questions are needed. If not, they remain hidden.

Quick-Reference Guide

  1. Navigate to the proper management page (Manage TouchPoints, Manage Collection Types, or Manage Referral Forms).
  2. Click the Question Settings button
  3. Select Conditional Rules from the drop-down
  4. You can edit, disable, or delete an existing rule
  5. Click the New Conditional Rule button
  6. Name the rule
  7. Select a question and measurement from the drop-downs
  8. Add additional conditions if necessary
  9. Select the Any or All drop-down to set how many conditions must be met
  10. Select the action to be performed and the question from the drop-downs
  11. Add additional actions if necessary
  12. Click Save
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