Depend Regions aka conditional questions

Show certain questions based on answers in your survey by inserting value dependent regions.

The following Advanced Survey options are available for both Non-opp and Opportunity surveys. 

  • Single fields: this is the default method to enter a field into a survey
    • Required fields: prevent user from leaving a field blank. 
  • Full dependent regions: appears if any value is selected, or if the field is not blank.
  • Empty dependent regions: appears only when the defined field has no value selected, or is left blank.
  • Value dependent options: appears only when a certain value is selected for a defined field.
  • Value not equal dependent options: Appears if any value other than what you have specified is entered. 
  • Validation error regions: user will get an error and not be able to submit the survey if the field does not meet certain requirements. 
  • Sum of numeric fields: will total numeric fields in the survey so the user does not have to


Required Fields: 

To add a required field select your Logged Data Field (LDF), check the Insert field as required box, and click the << arrows to insert it. 

[Hours_Label]: [Hours][DREGION::value="required"::Hours]!!! Please make an entry in the Hours field.[/DREGION]


The italicized text will display in the survey as red text. You can edit this and change the location. Many people choose to update it to: 

*[Hours_Label]: [Hours][DREGION::value="required"::Hours][/DREGION]

Simply put, a Filed Dependent Region is an "if/then" statement; as in "if the volunteer fills in _____ field, then display _____ field." 

Inserting dependent regions step by step:

An example may be that in a survey, you would like to know if a volunteer enjoyed his/her experience, so you ask "Did you enjoy your volunteer experience?" followed by a dropdown with options of "Yes" and "No." If the volunteer selects "No," you would like to know why, so a text box appears below the question after selecting "No." If "Yes" is selected, no additional fields appear.

The below example is a step by step guide to creating dependent survey regions. In this example the question Did you volunteer with a group? is a Yes or No answer. If “Yes” then they will see “Volunteer Group size”. If “no” then they will see “which counties did you serve”.

The bolded text on each step indicated the new fields added during that step. 

1.  Enter your question as a single field : 

[Group Y/N_Label]: [Group Y/N]


2.  Insert same field again as full dependent region:  

[Group Y/N_Label]: [Group Y/N] [DREGION::FULL::Group Y/N] [/DREGION]


3.  Insert same field again as a value dependent survey option BEFORE the [/DREGION]:

[Group Y/N_Label]: [Group Y/N] [DREGION::FULL::Group Y/N] [DREGION::option::value=""::Group Y/N] [/DREGION] [/DREGION]


4.  Specify what value will open the depend region by typing between the “_”

[Group Y/N_Label]: [Group Y/N] [DREGION::FULL::Group Y/N] [DREGION::option::value="YES"::Group Y/N] [/DREGION] [/DREGION]


5.  Enter the depend region to display as a single field after the survey option but before the first  [/DREGION] :
[Group Y/N_Label]: [Group Y/N] [DREGION::FULL::Group Y/N] [DREGION::option::value="YES"::Group Y/N] [Group Size_Label]: [Group Size] [/DREGION] [/DREGION]

 

 

We will now add different options if the answer is “no”. 

We’ve already entered the main question “Did you volunteer with a group?” as a dependent region so we do not need to do that again. 

1.  Enter the question field as a dependent survey option: 

[DREGION::option::value=""::Group Y/N] [/DREGION]


2.  Specify what value will open the depend region by typing between the “_”

[DREGION::option::value="NO"::Group Y/N] [/DREGION]


3.  Enter the depend region to display as a single field after the survey option but before the [/DREGION]:

[DREGION::option::value="NO"::Group Y/N] [Location (Text)_Label]: [Location (Text)] [/DREGION]



The entire text will look like this:

[Group Y/N_Label]: [Group Y/N]

[DREGION::FULL::Group Y/N]

[DREGION::option::value="Yes"::Group Y/N]

[Group Size_Label]: [Group Size]

[/DREGION]

[/DREGION]

[DREGION::option::value="No"::Group Y/N]

[Location (Text)_Label]: [Location (Text)]

[/DREGION]