Managing Skip or Show Logic Conditions

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

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

To configure skip or show logic settings

Before you can configure skip or show logic conditions, you must enable the correct settings.

  1. On the Third-Party Risk Management menu, select Templates.
    The Vendor templates screen appears.
  2. Hover over a draft template tile and click the Edit draft button.
    The Template details screen appears.
  3. Navigate to the Details tab.
  4. Scroll down to the Settings section and select Show or Skip for the Select logic type setting.
    Show

    Configure specific questions to appear based on a previous question’s response(s).

    Skip

    Configure a question’s response(s) to skip to a specific question and hide any in-between questions.

  5. Click the Save button.

To add skip or show logic

  1. On the Third-Party Risk Management menu, select Templates.
    The Vendor templates screen appears.
  2. Hover over a draft template tile and click the Edit draft button.
    The Template details screen 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 Skip or Show Logic icon appears.
    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.

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



  5. Click the Skip or Show Logic icon.
    The Skip logic builder appears.
  6. Complete the fields.

    1. For show logic, see Show Logic Condition Screen Reference.

    2. For skip logic, see Skip Logic Condition Screen Reference.

  7. Click the Save button to add the conditional logic to the template.

Show Logic Condition Screen Reference



Section

Field

Description

Conditions

Any

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

All

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

Condition block

Select a Section

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

Question

Select the question in which you'd like to use for show logic.

Operator

Select the relationship that must be met between the question and response. The following operators are available:

  • Equal to

  • Not equal to

  • Contains any

  • Contains all

  • Does not contain

Response

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

Click the Plus icon to add additional response options.

Add question

N/A

Click the Add question button to add more questions to the existing show logic condition.

Add condition

N/A

Click the Add condition button to add more show logic conditions.

Action

Show question

The question that will show if the conditions are met will be automatically selected. This selection is based on the question you choose to build the conditional logic.

Copy logic to additional questions

Enable this setting to copy the configured logic to additional questions in the template. This will overwrite existing show logic configured on those questions.

Select the section and question in which you'd like to copy the configured logic to.

Click the Plus icon to add additional questions.

Skip Logic Condition Screen Reference



Section

Field

Description

Conditions

Action

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

Note:

Currently, the Skip to option is automatically selected.

Section

Select the section which contains the question to which you want to skip to if the conditions are met.

Question

Select the specific question you want to skip to if the conditions are met.

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.

Operator

Select the relationship that must be met between the question and response. The following operators are available:

  • Equal to

  • Not Equal to

  • Contains any

  • Contains all

  • Does not contain

Response

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

Click the Plus icon to add additional response options.

Add Condition

N/A

Click the Add condition button to add more logic conditions.

To edit skip or show logic

  1. On the Third-Party Risk Management menu, select Templates.
    The Vendor templates screen appears.
  2. Hover over a draft template tile and click the Edit draft button.
    The Template details screen 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 edit skip or show logic until the Skip or Show Logic icon appears.
  5. Click the Skip or Show Logic icon.
    The Skip or show logic builder appears.
  6. Revise the fields as needed.
  7. Click the Save button.

To delete skip or show logic

  1. On the Third-Party Risk Management menu, select Templates.
    The Vendor templates screen appears.
  2. Hover over a draft template tile and click the Edit draft button.
    The Template details screen 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 delete skip or show logic until the Skip or Show Logic icon appears.
  5. Click the Skip or Show Logic icon.
    The Skip or show logic builder appears.
  6. Click the Context Menu icon in the Conditions block.
    Note:

    For show logic, click the Delete logic button.

  7. On the Context menu, select Delete for the condition you want to delete.
  8. Click the Save button.

Skip and Show Logic Use Cases

Use Case #1: Using Skip Logic to Skip Questions Using the Equal To Operator

You would like to know if a third-party has a SOC 2 (system and organization controls) available. The skip logic conditions can be configured to skip a set of questions if the third-party already has a SOC 2 and no longer needs to answer the questions in a section designated for third-parties with no SOC 2. If the response configured is Equal to yes, the logic will skip to the next section of the assessment. This use case is configured in the image below:



Use Case #2: Using Show Logic to Show Questions Using the Not Equal To Operator

You are planning to engage a third-party that processes electronic payment data. You want to know if they currently have a PCI DSS certification. The show logic conditions can be configured to show specific questions if they do not have a PCI DSS certification to understand the safeguards in place regarding processing payment data. If the response configured is Not equal to yes, the logic will show a set of questions in the assessment that the third-party is now required to answer. This use case is configured in the image below:



Use Case #3: Using And/Or Logic for Show Logic Conditions

You can use And/Or logic when configuring show logic conditions to allow more flexibility when configuring conditional logic. The And logic can be used by adding a question within an existing condition. The Or logic can be used by adding a new condition. For this use case, you can build a condition so that:

If the question response around personal data Contains any two of the configured responses for Question 1 AND Contains all the configured responses for Question 2

OR

Does not contain the configured responses for Question 1 AND Contains any of the configured responses for Question 2, the selected follow-up question will be shown. This use case is configured in the image below: