Adding, Editing, and Deleting Third-Party 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 (Multichoice, Yes/No, Inventory, and Attribute). Questions with open-ended responses such as text questions or date questions cannot be used to initiate conditional logic.

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

To add skip or show logic

  1. On the Third-Party Due Diligence menu, select Setup > Template.
  2. Hover over the template tile and click the Edit Draft button.
    The Template Builder appears.
  3. Click the Arrow icon next to a section to expand and view questions.
  4. Hover over the question to which you want to add a condition until the Conditional Logic icon appears.


  5. Click the Conditional Logic icon.
    The Show Logic block appears.
  6. Complete the fields. For more information, see Show Logic Condition Screen Reference.
  7. Click the Submit button.

Show Logic Condition Screen Reference



Field
Description
Section

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

Conditions

Any/All: 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.

Section: Choose the section from which you would like to pull a question.
Question: Select the question to which the conditional logic is tied.
Operator: Select the measurement that will be used to determine if the condition is met.
Select a Response: Select the response that must be captured order for the condition to be triggered.
Action

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

Note: Currently you can only select Show Question.

To edit show logic

  1. Open a template in the Template Builder.
  2. Click the Arrow icon next to a section to expand and view questions.
  3. Hover over the question to which you want to add a condition until the Conditional Logic icon appears.
  4. Click the Conditional Logic icon.
    The Show Logic block appears.
  5. Revise the fields as needed.
  6. Click the Save button.

To delete show logic

  1. Open a template in the Template Builder.
  2. Click the Arrow icon next to a section to expand and view questions.
  3. Hover over the question to which you want to add a condition until the Conditional Logic icon appears.
  4. Click the Conditional Logic icon.
    The Show Logic block appears.
  5. Click the Delete Logic button.
    The Delete Logic modal appears.
  6. Click the Delete button.