In addition to the dependencies between individual input fields within the same input form, you can also create dependencies between input forms.
Step 1:
- Dependencies are created in the survey setup under "Step 4. Workflows". To access them, click on the surveys module in the top bar.
- Search for the survey that you wish to edit.
- Click on the "settings" button.
- If you are already working within your survey and want to update dependencies, click on "Survey Setup > Workflows > Active Forms" in the sidebar on the left.
Step 2:
- The workflow overview of your survey opens.
- Click on the eye symbol of the input form you want to edit. This is where you define the input form's visibility. By default, all forms are visible for the participant.
- As soon as a form dependency is set and saved, the icon will become active, indicated by a yellow colour.
Step 3:
![]() | First, define the overarching operator that you want to use to combine the different conditions and/or condition groups that you will set up. Two options are available: AND and OR.
|
![]() | Choose whether you want to set a condition or condition group.
|
![]() | Select the form that builds the basis for the form visibility of the selected form "Medical history". |
![]() | Choose between three different dependency relations. You can set a dependency a) to an input field, b) to the form update timestamp, or c) to the visibility of another form. In most cases, a dependency is set to a specific field or to visibility. If you set a dependency to visibility, this means that this form only becomes visible once the selected form becomes visible. |
![]() | In case of an input field relation, the next step is to select the input field, condition and value which defines the condition. You can also compare the value of the selected field with another field of the same type. |
![]() | Click "Save dependency" and don't forget to save your changes in the workflow settings as well. |
![]() | At any time, you can choose the "Collapse all conditions" option, providing an optimized overview of your set conditions and dependency logic. |
⭐ Good to know:
- Multiple dependencies are possible; however, be mindful that increased complexity can slow down the application and make your survey more difficult to manage.
- Similar to field dependencies in a form, you can use dependencies to either display a form or keep it hidden until the specified condition is met.
- As with field dependencies in a form, the available condition options depend on the input field type, i.e. the options for "if the value from the chosen field is..." will vary based on whether the field is a "date" or a "single choice," among others.
- Forms that are hidden by a dependency will show as "n.a." in the progress overview. The actual form will state that there are "no forms to be filled at the moment".
✉️ Still have questions? Feel free to contact your Customer Success Manager or email us at support@climedo.de. |
Was this article helpful?
That’s Great!
Thank you for your feedback
Sorry! We couldn't be helpful
Thank you for your feedback
Feedback sent
We appreciate your effort and will try to fix the article