This type of setting allows admins to build the surveys where you can easily display or hide questions (or entire question groups) based on how the user responded to previous questions on the survey.
Conditional visibility helps to keep users focused and tailors forms to meet customers' needs. Ultimately it enables us to build up questionnaire forms that can include even hundreds of questions without wounding up with a long, complicated mess.
Keeping the surveys short (can be accomplished by hiding questions until they are actually needed)
Less confusing and messy surveys (survey delegates see ONLY questions RELEVANT for them)
Investigator can observe all survey questions on their Circle detail screen, but can also have a look at the survey from ‘patient’s view’ through the Simulate button
How to Set (Add/Edit) Conditional Visibility
Conditional visibility is available only for the questions and bundles with “In use” status and can be set at the root protocol / protocol version level
Go to the Protocols and select the required protocol
Switch to the required custom modification
Select the required survey
Click three dots next to the required question and select Add Conditional Visibility
Switch on the toggle to enable conditional visibility for the question and type in the corresponding rule. Use Rule Helper that appeared to the left of the survey. a. Refer to the Condition Rules*
rule (double quotes are required) - YYYY-MM-DD:Q_1_2_7=="2021-12-13"
answer to question (without double quotes) - MM/DD/YYYY:12/13/2021
Text questions:
rule (double quotes are required):Q_1_2_5=="some text"
answer to question (without double quotes):some text
Number questions:
rule (without double quotes):Q_1_2_6>=8
answer to question (without double quotes): 9
In the “Optional Rule” field enter the rule to define whether the question is optional/required* (see the Optionality Rules below)
Click APPLY to apply the rule (or DISCARD to cancel the action)
When conditional visibility is set to all the required questions, click SAVE at the top right of the survey
Optionality Rules:
● Fields “Visibility Rule” and “Optional Rule” are independent: you can fill in either one of them, or both. ● Putting the rule into “Visibility Rule” field always makes the question required, even if it was optional before ● Bundles are always required. You can’t make bundles optional, if the Visibility Rule is filled in
To make an optional question required, put false in the “Optional Rule” field
To make a required question optional, put true in the “Optional Rule” field
You see the current status of the question under the Optional Rule field. If you don’t want to change the question status, leave the field blank.
Visibility Rule Field
Current Status of the question (see under the Optional Rule field)
The status you need
Your actions
Filled in
Required
Required
1. Click APPLY and SAVE the changes in the survey
Filled in
Required
Optional
1. Put true in the “Optional Rule” field and click APPLY. 2. SAVE the changes in the survey
Blank
Required
Optional
1. Put true in the “Optional Rule” field and click APPLY. 2. SAVE the changes in the survey
Blank
Optional
Required
1. Put false in the “Optional Rule” field and click APPLY. 2. SAVE the changes in the survey
Blank
To make a dependent question optional only when a particular answer was selected to the main question:
Note: in this case, the question is required when opened, but when the user selects the answer, defined in the Optional Rule field, the question becomes optional
1. In Optional Rule field of the dependent question put the required answer ID and click APPLY. 2. Click SAVE to save the updates in the survey
Blank
To make a dependent question optional only when a particular answer was selected to the main question:
Note: in this case, the question is optional when opened, but when the user selects the answer, defined in the Optional Rule field, the question becomes required
1. In Optional Rule field of the dependent question put the required answer ID 2. Put ==false after the answer ID and click APPLY 3. Click SAVE to save the updates in the survey
Condition Rules:
❖ Single Value question: set conditional visibility to ONLY one answer
Find the Answer on which the current question will depend on and click on the Answer ID to copy it
Paste the rule in the “Visibility Rule” field and click APPLY a. Set Optionality rules if required
When conditional visibility is set to all the required questions, click SAVE at the top right of the survey
In this case, the answer “Other” will cause uploading the dependent question “If Other, please specify.”
Simulation View
❖ Single Value question: set conditional visibility to two and more answers
Find the Answers on which the current question will depend on and click on the Answers ID to copy them
Paste the rules in the “Visibility Rule” field and divide them with || (two vertical lines).
The sign “||” (two vertical lines) means “or”.
Click APPLY (and then SAVE at the top right of the survey)
In this case, both answers will cause uploading the depending question
Simulation View
❖ Multiple Value question: set conditional visibility to ONLY one answer
In this case the dependent question will be displayed when the required answer is selected. If the required answer is unchecked, the dependable question will hide. If any other answer is selected additionally along with the required one, the dependent question will be displayed anyway.
Find the Answer on which the current question will depend on and click on the Answer ID to copy it
Paste the rule in the “Visibility Rule” field and click APPLY
Although the steps are the same as while working with Single value questions, the rule reads a little bit different in the Visibility rule field (between Question ID and Answer ID there’s “.includes” instead of ”==”)
Simulation View
❖ Multiple Value question: set conditional visibility for two simultaneous answers
This case is used when you need to show the hidden question only if BOTH DEFINITE answers are selected
Click on the Answer ID 1 to copy it and paste in the Visibility Rule field
Copy the Answer ID 2 and paste in the Visibility Rule field
Insert sign && between Answer IDs and click APPLY a. && - means “and” b. Even if any other answer options are selected additionally to these two main answers, the dependent content will be shown c. If one of the main answers is unchecked, the dependent question will be hidden, since this rule works only for simultaneous selection of both answers
Simulation View
Preview the survey (Simulation):
Click SIMULATE at the top right of the survey
Scroll the screen and review the survey (check that all the rules were applied properly)
Click DONE (VALIDATE) when ready
To return to the raw survey structure, click SHOW SURVEY CONTENT at the top right of the survey
To delete conditional visibility:
Click three dots next to the required question and select Add Conditional Visibility
Switch off the toggle “Conditional Visibility Enabled” and click APPLY. a. The text in the fields becomes gray, that means that conditional visibility is disabled
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