Adding, Editing, and Deleting Conditions

You can use conditions in templates to route respondents to specific sections or questions based on their response to a question. 

Note:

Conditions can only be applied to certain types of questions (Multi-Choice, Yes/No, Inventory, Attribute, and Personal Data). Questions with open-ended responses such as text questions or date questions cannot be used to initiate conditional logic.

For more information about questions, see Adding, Editing, Reordering, and Deleting Questions

In order to add, edit, or delete conditions in a template, you must open the template in the Template Builder.

To add a condition

Note:

If a question has a condition applied to it, the Conditions icon button will have a green dot next to it.

  1. On the PIA & DPIA Automation menu, select Setup > Templates. The Templates screen appears.

  2. Hover over a template tile and click the Edit Draft button. The Template Builder appears.

  3. Use the Arrow icon button to expand a section.
  4. Hover over the question to which you want to add a condition until the Conditions icon button appears.
  5. Click the Conditions icon button. The Conditions block appears.

  6. Complete the fields. For more information, see Conditions Screen Reference.
  7. Click the Save button.

Conditions Screen Reference



Field
Description
Action

Select the kind of action you want the condition to trigger.

Note: Currently you can only select Skip To.

Section

Select the section which contains the question you want to skip.

Question

Select the question you want to skip.

If the following conditions are met

Select Any if you want the conditional logic to be triggered when any of the listed conditions are met.

Select All if you want the conditional logic to only be triggered when all of the listed conditions are met.

{Condition Fields}

Note: Currently you can only create conditions based on question responses.

Select is if you want the conditional logic to be triggered when a specific response option is selected.

Select is not if you want the conditional logic to be triggered when any response option is selected except the one specified in the condition.

Select the response option to which the conditional logic is tied.

Use the Plus icon button to add additional conditions.

Note: You cannot have multiple logic statements which use is not as the basis for triggering. 

To edit a condition

  1. On the PIA & DPIA Automation menu, select Setup > Templates. The Templates screen appears.

  2. Hover over a template tile and click the Edit Draft button. The Template Builder appears.

  3. Use the Arrow icon button to expand a section.
  4. Hover over the question for which you want to edit a condition until the Conditions icon button appears.
  5. Click the Conditions icon button. The Conditions block appears.

  6. Revise the fields. For more information, see Conditions Screen Reference.
  7. Click the Save button.

To delete a condition

  1. On the PIA & DPIA Automation menu, select Setup > Templates. The Templates screen appears.

  2. Hover over a template tile and click the Edit Draft button. The Template Builder appears.

  3. Use the Arrow icon button to expand a section.
  4. Hover over the question for which you want to delete a condition until the Conditions icon button appears.
  5. Click the Conditions icon button. The Conditions block appears.

  6. Click the Context Menu button.
  7. Select Delete.
  8. Click the Save button.

To set the order of conditions

  1. On the PIA & DPIA Automation menu, select Setup > Templates. The Templates screen appears.

  2. Hover over a template tile and click the Edit Draft button. The Template Builder appears.

  3. Use the Arrow icon button to expand a section.
  4. Hover over the question for which you want to edit a condition until the Conditions icon button appears.
  5. Click the Conditions icon button. The Conditions block appears.

  6. Use the up and down Arrow icon to prioritize the order of conditions.
  7. Click the Save button.

To use skip/show logic conditions

Note:

For more information on the capabilities of Skip/Show Logic, see Skip/Show Logic Screen Reference.

Show Logic can be applied to Attribute Questions, if the question is made before the details tab switch from Skip Logic to Show Logic.

  1. On the PIA & DPIA Automation menu, select Setup > Templates. The Templates screen appears.

  2. Hover over a template tile and click the Edit Draft button. The Template Builder appears.

  3. Select the Details tab. The Details screen appears.


  4. Click the Skip or Show button in the Select Logic Type field.
  5. Click the Save button.
  6. Go to the Template Builder tab.
  7. Click the Conditions icon button. The Show Logic pane appears.

  8. Complete the fields. For more information see Skip/Show Logic Screen Reference
  9. Click the Save Logic button.

Skip/Show Logic Screen Reference



Field
Description
Section

Select the section containing the question you want to show.

Question

Select the question you want to show.

Operator

Select Equal To if you want the conditional logic to be triggered when a specific response option is selected.

Select Not Equal To if you want the conditional logic to be triggered when any response option is selected except the one specified in the condition.

Personal Data Questions:

Select Data Category, Data Element, or Data Subject.

Select Contains All if you want the conditional logic to be triggered when all response options are selected.

Select Contains Any if you want the conditional logic to be triggered when any response option is selected.

Note:

For data element operators, click the Manage button to select data elements.

Question

Select the question you want to show.

Response

Select the response to which the condition logic is tied.

Action

Select the kind of action you want the condition to trigger.

If the Following Conditions are met

Select Any if you want the conditional logic to be triggered when any of the listed conditions are met.

Select All if you want the conditional logic to only be triggered when all of the listed conditions are met.

Conditional Fields

Copy the above logic to additional questions in the template.

Use the Plus icon to add an additional condition.