SHOW OR HIDE
SHOW and HIDE apply very similar logic to a question.
HIDE - Shows a question by default until the set of circumstances defined in the rule are met.
SHOW - Hides a question by default until the set of circumstances defined in the rule are met.
Our best practice is to use either show or hide across all the rules in your Touchpoint. This is primarily a rule for simplicity and logic's sake. It makes it easier for others to understand the logic of a Touchpoint when it is all consistent.
USING BEST PRACTICES
Our best practice is to only associate a question with one show or hide statement. See below details.
In the above example we can see that, IF A-2 is Equal to "X" THEN A-7 should SHOW.
This means, by default, A-7 is hidden from the end user. Only when the above circumstances is true will A-7 be shown.
If a second rule is created to expand upon when A-7 should be shown we may run into issues.
With both Rule #1 and Rule #2 in place A-7 is stuck in a contradiction. If Rule #1 is met, and Rule #2 is NOT met should it show? If Rule #1 and #2 are met should it show?
In this case, the simple answer is to combine the rules.
By using the "Any or All" you can determine whether both IF statements must be met or if either statement should be met.
The major limitation within these rules is that there is no "OR" statement.
The following statement is NOT possible within the current configuration.
If ("X" and "Y") or ("B" and "C"). then SHOW A-7
The only possibilities are:
If "X" and "Y" and "B" and "C". then SHOW A-7
If "X" or "Y" or "B" or "C". then SHOW A-7
To combat this, we often recommend users take this into consideration when building their forms. Ensuring that questions only have one set of ANY or ALL circumstances that can SHOW or HIDE a question will keep the logic in check.
Users can also implement the use of identical questions. If you have two questions that are identical, one can show under the "X" and "Y" circumstance and one can show under the "B" and "C" circumstance.
In reporting, multiple identical questions can be easily combined with variables.
When forms do not follow our best practices we often see the following behaviors in the Touchpoint form.
- Questions SHOW or HIDE always instead of following their rules
- Questions follow the rules when taking the form but do not follow the rules when the form is edited
- Questions save the data to reporting but when the form is edited the data appears to be 'missing'.
** When discussing conditional rules, it is best to (at least temporarily) turn on question numbering