Form Logic

Chris Quiroz -

Form logic allows you to create a seamless form-filling experience for each user of your site. Within any form, you can configure branching rules to show only the relevant, targeted questions to each user. Administrators can also set up piping rules to pre-populate and personalize each form with information that is already on file about each user or about their previous form responses. These advanced features help increase form completion rates, meaning a larger number of completed and submitted applications to choose from.

Form logic will let you:

  • Allow each user to view sections of the form and complete sections in random order (Page jumping)
  • Ask a series of questions based on a user's selected answers (Question looping)
  • Take a user's previous responses and show them in subsequent questions or answer choices on the same form (Extracting data)
  • Set up your form in many languages (Multilingual form)
  • Personalize questions or answer choices with user information or previous responses. (Piping Variables in Forms)
  • Use expressions, like those found in Microsoft Excel (Ex. SUM, AVG), to perform math calculations and present the results in each question, answer choice, or even in a Hidden Field so that the calculations can be reported on - or branched off of - in the future. (Advanced Expression Piping)
  • Hide and show questions or pages to users based on their responses (Advanced Branching Logic)
Page Jumping

Jumping creates a navigation bar (breadcrumbs) made up of page labels in your form. This breadcrumb displays at the top of each form task and allows the respondents to randomly navigate to different sections of your form. By default, the option for jumping is disabled.

To enable jumping:

  1. Click on the Form tab in the form builder.
  2. Check Enable jumping.
  3. (Optional) Check Enable jumped validation so the user doesn't miss any required questions. Note: Without this, users can jump to the final page and complete their form without completing required questions on previous pages.
Jumping is available to any particular page once its page label has been renamed to anything other than its default.

Jumping leaves a breadcrumb trail on your form

When a user begins to fill out a form that has jumping enabled, as opposed to unknowingly progressing through the pages of the form, by default they will be able to see clickable links to each page of the form. Enabling jumping allows for the user to jump between pages and complete them in whatever order they prefer. However, you can hide pages that you do not want to appear in the jumping menu by simply not renaming them anything different from their defaults.

Breadcrumbs are visible by default on all pages of a form. To hide the breadcrumb trail on a particular page:

  1. Click on the Page tab.
  2. Check the Hide Jumping Options box.

 

Question Looping

Looping is the ability to create groups of questions that ask about the quality of previously selected responses. For example, if an applicant has indicated that they have four team members collaborating on their application, then one may want to loop through the “Team Member Contact Information” group of questions four times. Looping saves time. It replaces the need to create a group of questions for each potential response. A loop makes the group of questions appear specific to each application’s response.

Looping works with Text Response, Checkbox, Text Response Grid, Multiple Choice Grid, Checkbox Grid or Semantic Differential question types. The looping options will slightly differ depending on the question type.

To enable looping:

  1. Right click on a question on the form builder.
  2. Select Looping from the right-click menu.
  3. In the dialogue box that appears, select which question(s) will trigger the looping. An Inverted Extraction allows you to ask users questions about non-selected answer choices.
  4. Select the first and last page of the form that the looping will occur on. For each answer choice selected, the form-taker will go through that page range. Ex. If pages 2-4 were the first and last pages to loop on, and the user selected 3 answer choices on the looping pivot point, they would loop through the two pages three times.
  5. Press OK.
  6. Save your form.

Once users answer the looping question and presses “Next” on the form, they'll cycle through the first to last pages of the loop. In each loop page, they'll answer questions for each answer choice they selected (or didn’t select if the form builder chose “Inverted Extraction”).

 
 
Extraction

Data extraction is the act or process of pulling data out of a data source for further processing. Data extraction allows the selected choices from one question to appear in a following question. Extraction requires more than one page to work. When extracting choices selected by a user, they must live on a page before the fact.

To set up extraction in your form:

  1. Choose a Checkbox, Multiple Choice Grid, Text Response Grid, or Dropdown Matrix question that you want to extract responses from.
  2. Under the Options tab, enter in an Identifier so that you may refer to that question later. Save your form to apply the changes.
  3. Go to another form page, and click on a question that you want to add the extracted responses to. This can be any question type except 3D Matrix.
  4. Click the Extraction button on the Options tab under Choices.
  5. Next to Extraction Source, select the question identifier.
  6. Chose the Extraction Options and Extraction Variables, defined in the table below.

Extraction Options and Variables

Option Description
Inverted Extraction If checked, the extracted data will be the answer choices the user did not select.
Extract Choices Extracts choices from a dropdown or multiple choice question instead of the variable label.
Extracted Variables The variables for this question depend on a user’s answer to previous questions. For questions with variables, these options appear: Add text response, Static choice, Score, Branch to.
 
 
Languages/Translations

Languages and translations let you reach a wider audience for your program. With this functionality enabled, users can choose from 70+ languages in a single form.

To add a language:

  • In the Form Builder click on the “A” icon.
  • A modal window will appear, click a language from the Available Languages list. To select more than one language, CTRL + click multiple languages.
  • Click the arrow pointing right between the Available Languages and Selected Languages. Your selected languages will appear in the Selected Languages list.
  • (Optional) Change the default language from English to another language.
  • (Optional) Change how your form respondents can select their language. The display options are dropdown box or radio buttons.
  • Click OK when you’re done.

To apply multiple languages to a form, use the [Bulk] feature.

How Users Select their Language of Choice

User select their language by clicking the language drop down in the upper right-hand corner of the form. Regardless of the language selected by the user, the data will appear on the form.

The Back, Next, Submit, and "Yes/No" question type come translated out-of-the-box. You will need to translate the title/description, variables and choices.
 
 
Piping Variables
Please see the following documentation: Piping Variables in Forms
 
Advanced Expression Piping
Please see the following documentation: Advanced Expression Piping

Advanced Branching Logic

Please see the following documentation: Advanced Branching Logic

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