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Conditional Rules | Working with OR / AND Statements
Conditional Rules | Working with OR / AND Statements
Updated over a week ago

ETO conditional rules do not allow for logic like, "If A and (B or C or D) then D".

ETO conditional rules allow only for "If A and B and C then D" or "If A or B or C then D".

We have a workaround to allow for statements like "If A and (B or C or D) then D" which utilizes a three rule solution.

In our example we have two questions that, depending on the answers, qualify a message to display.

Ideally our red message only displays if

  1. Is the Client receiving services elsewhere = "Some" or "None"

  2. AND Does the client want to start services = "Yes"

This reads as: If ([A-1] = C or D) AND ([A-3] = Yes) then SHOW "This client qualifies.."

To work around this we created a fourth question.

Conditional Rule #1

If [A-1] = C OR D then Set Default for Read-Only [A-2] = 1

*Conditional Rule #2

If [A-1] = A OR B then Set Default for Read-Only [A-2] = 0

Conditional Rule #3

If [A-2] = 1 AND [A-3] = YES then Show Message

Now, when our Participants/Users complete the TouchPoint they will see the following.


This allows the AND and OR statements to function by tying them to a flag. In this example, A-2 is our flag. It is important to set conditional rules for A-2 so that it always displays as read only.

*You could also set A-2 to View Only instead of using a three variable solution. This would replace the second variable in our example.

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