The procedure to create a new question dependency rule within a form template is as follows:
- Navigate to Quick Menu > System > Configuration > Form Template. The Form Template window is displayed.
- Expand a category heading from the alphabetical list and select an associated question form template, or type its name into the Search Templates field. By default the list is filtered to show Current question form templates. An alternative filter can be applied using the Select view drop-down field: Expired, Future or All combinations
1.
- Click on Rules. The Rules tab is activated.
- Click on New Rule. The Rule Setup window is displayed.
- Enter a Name for the new rule into the field provided.
- Choose an Effective from date for this question form template rule i.e. the date on which it came into effect 2.
- Choose an Effective to date if the question form template rule is to be reviewed on a specific date or to capture a change of circumstances; a blank field means the rule will be continually valid.
- Using the Question Name drop-down field, select a question from the form template that will be used to define the rule 3.
- Complete all desired response attributes associated with the selected question. The displayed attributes are specific to the Response Data Type linked to the question - Date Only, Date Time, Decimal, Integer, Lookup (Address, Contact, Contact Group, Table, Standard or System), Text, Time Only, True or False, User Defined Field Lookup, or Functional Unit.. An explanation of each common attribute is summarised in the table below.
- Click on Add. The question dependency rule is displayed in the summary table.
- Repeat steps 8 through 10 to add further question dependency rules to the form template.
- Click on Next. The Rule Setup window is displayed.
- Using the Mandatory Section, Mandatory Group and Mandatory Question drop-down fields, optionally select a form section, group or question that will become mandatory if the combined conditions are met.
- Using the Show Page, Show Section and Show Group drop-down fields, optionally select a form page, section or group that will only be displayed if the combined conditions are met.
- Click on Confirm. The new conditional rule is displayed in the Template rules summary table.
- Click on Save.
Note
1 The Search Templates field will match against any element of the question form template name.
2 The Effective from date defaults to the current system date and cannot be left blank.
3 Only questions already added to the form template will be available for selection.
Response Data Type
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Attributes
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Description
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All
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Enquiry Form Fail
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Defines whether an enquiry form has failed based on the condition being satisfied e.g. does the annual income of the applicant exceed £50k? (NB This field is only displayed if the Template Category for the question form is set to 'Enquiry').
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Data Present
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The condition is satisfied only in the instance where the question has a completed response.
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Date Only
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Date From and Date To
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The condition is satisfied only in the instance where the question response is within the specified date range.
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Integer
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Numeric From and Numeric To
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The condition is satisfied only in the instance where the question response is within the specified numeric range.
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Time Only
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Time From and Time To
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The condition is satisfied only in the instance where the question response is within the specified inclusive time period.
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True or False
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Answer True
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The condition is satisfied only in the instance where the question response is True.
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Answer False
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The condition is satisfied only in the instance where the question response is False.
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See related topics...
Question form template management overview
To remove a question dependency rule from a form template
To add a library question to a form group
To create a new question via a form group
