Note: You need to have owner or admin permission to accomplish the following steps
Dependent questions give you the ability to ask follow-up questions when a form submitter answers a question in a certain way. This allows you to gain further insight into specific issues when required. You can add up to four levels of dependent fields, and even create entire subsections for location-specific questions.
Example:A submitter is filling out a store survey and indicates the bathroom does not meet company cleanliness standards. With dependent questions, when "Does bathroom cleanliness meet company standards?" is answered "no", a new set of questions can be generated to help describe the problem so a fix can be quickly implemented.
Dependent questions are available on the following question types only:
Yes/No
Number
Checkbox
Multiple-Choice
Temperature
Important: You CANNOT have a dependent question for both yes and no options in the same question.
Yes/No Dependent Questions
With yes/no questions, the pass/fail option is always required. Once you have labeled the question, you can decide the pass/fail rating however you'd like.
From the Dashboard, click on 'Forms' and select the form you would like to edit. Add or select your Yes/No question.
Set the Pass/Fail rating based on your needs.
Example: "Are the umbrellas in good working condition?" In this case, Yes = Pass and No = Fail.
Click "Enable Dependent Questions" to configure a follow-up when a question Passes or Fails.
Example: When "Are the umbrellas in good working condition?" is answered "No", it prompts a follow-up checkbox stating "Umbrella has been fixed and replaced" with a photo upload for proof.
Submitter View: This is what the form will look like to the submitter when the dependent question is triggered:
Multiple-Choice Dependent Questions
With multiple-choice questions, you can allow multiple answers as well as add a dependent question based on a specific response.
Create your multiple-choice question. If needed, enable "Allow multiple answers".
Click "Enable Dependent Questions" and select which answer choice should trigger the follow-up question.
Example: A dependent question will be triggered if "Expired" is selected, prompting a follow-up question.
Submitter View: Submitters will see this once the dependent answer is triggered:
Temperature Dependent Questions
Temperature questions allow you to set pass/fail ranges and trigger dependent questions based on whether the reading passes, fails, or falls into a neutral range.
From the Dashboard, click on 'Forms' and select the form you would like to edit. Select your temperature question and check the box "Enable Pass/Fail Range".
Click the drop-down arrow next to 'Select preset range' and choose from preset temperatures or enter custom values.
Preset temperatures are provided by FDA guidelines and can be edited after selection to suit your needs.
Enable dependent questions and choose when to display them: Pass, Fail, Both Pass and Fail, or Neutral.
Example: If the ice water temperature fails, the question "Why is it so low?" and a Photo field will appear.
Submitter View: This is what the form will look like if the temperature reading is a fail:
Creating Subsections with Checkbox Questions
It's common to have questions that may only apply to a subset of your locations. To use the same form across all locations regardless of whether the locations have the same attributes, you can create subsections using checkbox-dependent questions.
Create a Checkbox field asking if the attribute exists at this location.
Example: "Does this location have a Drive-Thru?"
Configure the checkbox question with these settings:
Make sure the checkbox question is NOT required
Check "Enable dependent questions"
Set "Add dependent question when the answer is" to "Checked"
When the user "checks" the checkbox, it triggers the subsection, allowing you to ask specific questions intended only for locations with that attribute. The subsection can contain an entirely new level of dependent questions.
Tip: If you want to edit existing forms, you can drag entire sections that contain their own dependent questions into the subsection question.
Example: Location-Specific Subsection
"Is there a drive-thru at this location?" If the checkbox is "Checked", it will trigger another set of questions answered only by locations with drive-thrus. If "unchecked", the form continues with questions applicable to every location.
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