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Quick Start: Basic Conditions

This documentation is for Legacy Checkbox Version 6. Please visit our Checkbox Version 7 Documentation page for current user guides.

 This Quick Start guide will walk you through the basics of setting up the most common survey logic – conditions on survey items.


What are Conditions?

Survey conditions, a type of survey logic, are rules that you can set up to show a survey page or item (question) based on a certain statement being true. In Checkbox, you can set pages or questions to show based on:

  • Answers to previous questions
  • Values contained in custom User Profiles (e.g. username, department)
  • Response properties such as current date or survey score

For example, you could set up a condition to show question #2 if the answer to question #1 was “A” or the current date was 04/01/2017. For simplicity’s sake, this guide will show you how to set up a simple item condition based on the answer to a previous question.


How to Set Up a Simple Condition

1. Add the question that you want to base your condition on. In this case, we have created a simple Radio Button question.

Radio Button Question

 

2. Add your follow-up or conditional question. In this example, if someone chooses “Search Engine” in question #1, we want to ask a follow-up question, “Which search engine did you use?” In Checkbox, the follow-up question can be located on the same page as the initial question or on a subsequent page.

Survey Conditions

 

3. Add a condition to the subsequent question. Click the Conditions tab on the item editor of the follow-up question and click the New Condition button.

Screen Shot 2014-03-20 at 10.00.58 AM

 

4. Set up your condition. In the screenshot below, we add a condition to show the second question if the answer to the first question is “Search Engine.” Make sure you click the “Add” button to save your condition.

NOTE: If you are adding more than one condition, make sure you choose the correct radio button option above your conditions. The “ANY” option will cause your follow-up question to appear if one or more of your conditions is true, while the “ALL” option will cause your follow-up question to appear only if all conditions are true.

Screen Shot 2014-03-20 at 3.37.15 PM

 

5. Test your condition! Don’t forget to run through your survey a few times and have others test it, especially if you have a lot of conditions, to make sure everything is working correctly. Use the Test link by clicking Share -> Test in your survey editor.


April 5, 2021