What are Conditional Questions?

1. Conditional Group: used when only 1 question should appear when the trigger answer is selected; the new question can appear directly under the trigger answer, or anywhere else in the contact form
1. Example: You have a question in your contact form “Are you over 18?”. If “yes” is selected, this triggers another question to appear asking “Is it OK if we follow-up with you in 1-2 weeks?”
2. Conditional Category: used when more than 1 question should appear when the trigger answer is selected; the new questions can appear directly under the last question in the preceding category, or above or below any other categories in the contact form
1. Example: You have a question in your contact form “Are you interested in volunteering?” If “yes” is selected, this triggers a category named “Volunteer Information” to appear with two questions under it, “Do you have a valid drivers license?” and “Are you over 18?”
   

1. From the main Contacts page, click the ‘Manage Contact Form Versions’ button
2. Find the contact form you wish to edit and click the ‘Edit this form’ link under the name of the form
3. First you need to designate the conditional category. If the category you wish to set as a conditional category already exists in the call report form, select it now, otherwise complete the steps to create a new category (and it’s related groups) now.  See the article titled 'Create, Edit, Delete Contact Form Categories, Groups or Fields' for instructions
4. Once you have selected the correct category, in the Category settings panel on the right, select the checkbox next to the setting ‘Make a conditional category' and click the ‘Save’ button
5. Now you need to designate the answer (field) that is going to trigger this conditional category to appear, so select the category, then the group, and finally the field from the list on the left hand side of the page
6. Once you have the field selected that is going to trigger the conditional category to appear, from the drop-down list under ‘If selected, make this Category appear’, select the name of the conditional category you just created and click the ‘Save’ button
7. Now when you view your call report, the category you designated as a ‘conditional category’ in step 4 won’t appear until the answer you designated as a trigger in step 6 is selected

Important Notes about Conditional Categories

1. can only be activated by a single trigger field in the same contact form
2. can't set the Conditional Category as required, instead you must set the individual Groups under the Conditional Category as required
3. can't be set to appear on the Resources tab
4. ‘Format as Table’ (radio buttons display) fields can’t be used to trigger a conditional category to appear
5. in Report V4 no more than 10 conditional categories are recommended to be used on a call report form because after that you’ll encounter slower performance; in Report V5 performance speed isn’t effected by the number of conditional categories (or groups) in your call report form
   

How to add a Conditional Group

Steps to add a Conditional Group: this is done in two steps, the first step is to create or designate the conditional group, and the second step is to select the answer that is going to trigger the conditional group to appear by completing the following:

1. From the main Contacts page, click the ‘Manage Contact Form Versions’ button
2. Find the contact form you wish to edit and click the ‘Edit this form’ link under the name of the form
3. First you need to designate the conditional group, so select the category your conditional group will appear under
4. If the group you wish to set as a conditional group already exists in the call report form, select it now, otherwise complete the steps to create a new group now.  See the article titled 'Create, Edit, Delete Contact Form Categories, Groups or Fields' for instructions
5. Once you have selected the correct group, in the Group settings panel on the right, select the checkbox next to the setting ‘Make a conditional group' and click the ‘Save’ button
6. Now you need to designate the answer (field) that is going to trigger this conditional group to appear, so select the category, then the group, and finally the field
7. Once you have the field selected that is going to trigger the conditional group to appear, from the drop-down list under ‘If selected, make this Group appear’, select the name of the conditional group you just created and click the ‘Save’ button
8. Now when you view your call report, the group you designated as a ‘conditional group’ in step 5 won’t appear until the answer you designated as a trigger in step 7 is selected

Important Notes about Conditional Groups

1. can only be activated by a single trigger field in the same contact form
2. can be set to appear on any tab except the Resources tab
3. ‘Format as Table’ (radio buttons display) fields can’t be used to trigger a Conditional Group to appear
4. only available in Report V5