ATLAS FormBuilder - Setting Up a Question Trigger
In FormBuilder, it is possible to trigger a change in the attributes of a question based on the answer to another question in the same section. These "question triggers" are a setting available for every question type, and can modify the question's visibilty, required state, or even its value.
To set up a question with a question trigger...
Step 1 - Navigate to your form's dashboard and access the contents editing page by clicking Edit Form Contents under Quick Links, or by clicking Manage in the header of the Form Contents panel.
Step 2 - If you are creating a new question, use the Global Settings panel to select the phase that contains the section to which you would like to add a question (1). Select your desired section from the Form Preview panel (2), and click the Add Question button that appears in the Form Contents panel (3).
If you are adding a question trigger to an existing question, use the Global Settings panel to select the phase in which the section containing said question appears (1). Locate the section in the Form Preview panel and select your desired question (2), then click the Edit button that appears in the Form Contents panel (3).
Step 3 - Once you've begun editing your new or existing question, scroll to the bottom of its editing window and select the checkbox titled This question is triggered by another question's value.
Step 4 - Set up the question's trigger to your satisfaction using the settings that appear in the editing window. The three divisions of available question trigger settings are as follows:
- Trigger Question - Determines the question whose value will be used as the basis of the question trigger. Provides a dropdown menu that allows for the selection of any question from the same section.
- Trigger Value - Determines the value that must be matched with the value of the trigger question before the trigger will activate.
- Match Type: Dictates the type of comparison that will be performed with the value of the trigger question.
- Defined choice match: Only available if the trigger question is a multiple-choice question. Allows for the selection of one of the trigger question's predefined choices as a trigger value.
- Exact value match: Allows for the entry of a custom value to be used as the trigger value.
- Regular expression match: Allows for the entry of a regular expression to be used as the trigger value. Any number of values matching the pattern defined by the expression will be accepted.
- Has value: Allows for the choice of whether an empty value or a non-empty value in the trigger question will cause the trigger to activate.
- Defined choice match: Only available if the trigger question is a multiple-choice question. Allows for the selection of one of the trigger question's predefined choices as a trigger value.
- Match Type: Dictates the type of comparison that will be performed with the value of the trigger question.
- Trigger Actions - Determines the action(s) that should happen to the target question after the trigger value is met.
- Set Question Visibility:
- Visible: The question will be hidden by default, but will become visible when the trigger value is met.
- Hidden: The question will be visible by default, but will become hidden when the trigger value is met.
- Visible: The question will be hidden by default, but will become visible when the trigger value is met.
- Set Required:
- Required: The question will become required.
- Not required: If the question was required, its required state will be removed.
- Required: The question will become required.
- Set Question Value:
- An explicit value: Sets the question's value to a custom value entered in the provided field.
- The value of another question: Sets the question's value to the value of another applicable question in the same section.
- Clear value: Deletes any value the question currently possesses.
- An explicit value: Sets the question's value to a custom value entered in the provided field.
- Set Question Visibility:
Step 5 - Once you are finished setting up your question trigger and modifying any other desired question settings, click the Save Changes button at the bottom of the editing window.
Your question trigger will now be ready to use, and its effects can be viewed on your form's survey site!
For more tutorials on ATLAS FormBuilder, visit FormBuilder - Homepage.