Rules: a General Overview

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What Are Rules


Setting rules is a way of making something happen based on the answer of a specific question. They do this by following the if this, then that principle. We currently offer two types of rules, both of which are explained below.

Types of Rules

  • Field Rules: use them to show or hide questions.

    Example: you have a multiple choice question with answers A and B. Using a Field Rule, you can set it to display a follow-up question only if your respondents answer A.
  • Page Rules: use them to skip pages.

    Example: you have a multiple choice question with answers A and B. Using a Page Rule, you can set it to skip to any other page of your survey only if your respondents answer B.

  • Form Rules: use them to show a message, redirect to a website, or send an email.

    Example: if after submitting a question you want one of the above to happen, use a form rule to get the job done.

Conditions

  • First things first: to start playing around with rules, you will first need to add at least one question to your survey.
  • Then, click on Rules in the top right corner to open the Rule Manager.






  • Rules are set in the form of if this, then that.
  • The part after If is called the condition; the part after Then is called the action.





  • The condition lets you compare a question and an answer. For that, you have the following options:



  • Using these options, you can specify when exactly you want the action to happen.
  • After having set that, tell the Rule Manager what you want to happen (the action, after Then)
  • Once you have done that, click Save & Close to save your rule and go back to the editor.
  • If you want to test your rule, go back to your Dashboard and click on Preview, right next to your survey name.

Multiple Conditions

  • To set multiple conditions for one rule, you will need at least two questions on your survey.
  • Start setting the rule as you would for just one condition, following the steps under Conditions.
  • Once you are ready to add your second condition, click on the + sign next to a rule.
  • A second condition will pop up below your first condition:



  • In between your two conditions you will see a new drop down has appeared. Using this drop down, you can set the link between the two conditions: and means both have to be true, or means only one of them has to be true.
  • Set the second condition exactly as you would the first one, and click Save & Close.
  • If you want to test your rule, go back to your Dashboard and click on Preview, right next to your survey name.

Conflicting Rules

  • You can get conflicting rules if two rules have the same conditions, but different outcomes.
  • Important to know is that rules are always being calculated from top to bottom.
  • This means that if there are two conflicting rules, the one that comes last is the one that will be active:



  • Since the above two rules conflict, Rule 2 is the one that will be active in your survey.
  • To solve the conflict, simple modify or delete one of the rules, then click Save & Close.


If you have any more questions, please feel absolutely free to let us know: hello@supersimplesurvey.com
We'd love to help you!

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