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Conditional logic rules

Updated

For conditional logic to work correctly it's crucial to choose the correct type of rule.

Following is a description of the rules available for the following element types:

  1. Text (short text and long text)
  2. Multiple choice (radio and dropdown)
  3. Multiselect  (Multiselect Checkboxes and Multiselect dropdown)
  4. Number  (Number (1,000.50) and Number (1.000,50)
  5. Numeric 
  6. Date picker
  7. Email
  8. National ID number (Icelandic only)
  9. Bank Number (Icelandic only)
  10. Phone number
  11. Lists

For text, numeric, email, national ID number, bank account question, phone number the following rules are available

1. is equal to

Matches the text written exactly. 

Example: If the rule states Question is equal to Taktikal, than only the answer Taktikal will trigger the rule. If the person answers Taktikal b this rule will not be triggered.

is equal to: Taktikal

  • true if
    • Taktikal
  • false if
    • Something else
    • Takti
    • Taktikal ehf

 

2. is not equal to

Triggers for all answers except the one that matches the text written exactly.

Example: If the rule states Question is not equal to Taktikal, than any answer that is not an exact match to Taktikal will trigger the rule. This includes answers that include the text, such as Taktikal b

is not equal to: Taktikal

  • true if
    • Something else
    • Takti
    • Taktikal ehf
  • false if
    • Taktikal

For single select questions the following rules are available

1. is equal to

If the chosen option is selected, this rule will be triggered.

Example: If the rule states Question is equal to Option 1, than the rule will be triggered if the selected answer is Option 1 but not if any other option is selected.

is equal to: Option 1

  • true if
    • Option 1
  • false if
    • Option 2
    • Option 3

 

2. is not equal to

If any option other than the chosen option is selected, this rule will be triggered.

Example: If the rule states Question is not equal to Option 1, than the rule will be triggered if the selected answer is Option 2, Option 3 or Option 4 but not if Option 1 is selected.

is not equal to: Option 1

  • true if
    • Option 2
    • Option 3
  • false if
    • Option 1

 

3. is any of

If any of the chosen options are selected, this rule will be triggered.

Example: A question includes Option 1, Option 2 and Option 3. If the rule states Question is any of Option 1, Option 2 than the rule will be triggered if the selected answer includes either Option 1 or Option 2 but not if both those options are not selected.

is any of: Option 1, Option 2

  • true if
    • Option 1
    • Option 2
  • false if
    • Option 3

4. is none of

If none of the chosen options are selected, this rule will be triggered.

Example: A question includes Option 1, Option 2 and Option 3. If the rule states Question is none of Option 1, Option 2 than the rule will be triggered if the selected answer does not include either Option 1 or Option 2 but not if either or both of those options are selected.

is none of: Option 1, Option 2

  • true if
    • Option 3
  • false if
    • Option 1
    • Option 2

For multiselect questions the following rules are available

1. is exactly

If the exact chosen set of options is selected this rule will be triggered.

Example: If the rule states Question is exactly Option 1, than the rule will be triggered if the selected answer is only Option 1 but not if Option 1 AND any other option are selected. It will also not be triggered if any other option is selected.

is exactly: Option 1

  • true if
    • Option 1
  • false if
    • Option 2
    • Option 3
    • Option 1, Option 2
    • Option 1, Option 3
    • Option 2, Option 3
    • Option 1, Option 2, Option 3

 

2. is exactly not

The rule will be triggered unless the exact chosen set of options is selected.

Example: If the rule states Question is exactly not Option 1, than the rule will be triggered if the selected answer is anything except only Option 1.

is exactly not: Option 1

  • true if
    • Option 2
    • Option 3
    • Option 1, Option 2
    • Option 1, Option 3
    • Option 2, Option 3
    • Option 1, Option 2, Option 3
  • false if
    • Option 1

 

3. includes any of

If any of the chosen options are selected, this rule will be triggered.

Example: A question includes Option 1, Option 2 and Option 3. If the rule states Question includes any of Option 1, Option 2 than the rule will be triggered if the selected answer includes either Option 1 or Option 2 but not if neither of those options are selected.

includes any of: Option 1, Option 2

  • true if
    • Option 1
    • Option 2
    • Option 1, Option 2
    • Option 1, Option 3
    • Option 2, Option 3
    • Option 1, Option 2, Option 3
  • false if
    • Option 3

4. includes none of

If none of the chosen options are selected, this rule will be triggered.

Example: A question includes Option 1, Option 2 and Option 3. If the rule states Question includes none of Option 1, Option 2 than the rule will be triggered if the selected answer does not include either Option 1 or Option 2 but not if either or both of those options are selected.

includes none of: Option 1, Option 2

  • true if
    • Option 3
  • false if
    • Option 1
    • Option 2
    • Option 1, Option 2
    • Option 1, Option 3
    • Option 2, Option 3
    • Option 1, Option 2, Option 3

5. includes all of

If all of the chosen options are selected, this rule will be triggered.

Example: A question includes Option 1, Option 2 and Option 3. If the rule states Question includes all of Option 1, Option 2 than the rule will be triggered if both Option 1 and Option 2 are selected but not if either or both of those options are not selected.

includes all of: Option 1, Option 2

  • true if
    • Option 1, Option 2
    • Option 1, Option 2, Option 3
  • false if
    • Option 1
    • Option 2
    • Option 3
    • Option 1, Option 3
    • Option 2, Option 3

 

6. does not include all of

If only some ore none of the chosen options are selected, this rule will be triggered.

Example: A question includes Option 1, Option 2 and Option 3. If the rule states Question does not include all of Option 1, Option 2 than the rule will be triggered unless both Option 1 and Option 2 are selected.

does not includes all of: Option 1, Option 2

  • true if
    • Option 1
    • Option 2
    • Option 3
    • Option 1, Option 3
    • Option 2, Option 3
  • false if
    • Option 1, Option 2
    • Option 1, Option 2, Option

For number questions and date picker questions the following rules are available

1. is equal to

Matches the selected number or date

Example: If the rule states Question is equal to 2, than only the answer 2 will trigger the rule. If any other number is entered this rule will not be triggered.

is equal to: 2

    • true if
      • 2
    • false if
      • 1
      • 3
      • 222

2. is not equal to

Triggers for all answers except the number or date that was selected.

Example: If the rule states Question is not equal to 2, than any answer that is not an exact match to 2 will trigger the rule. This includes answers that include the number, such as 222

is not equal to: 2

    • true if
      • 1
      • 3
      • 222
    • false if
      • 2

 

3. Is greater than

Is larger than the selected number or later than the selected date.

Example: If the rule states Question is greater than 2, than any number greater than 2 will trigger the rule. If 2 or any lower number is entered, this rule will not be triggered.

is greater than: 2

    • true if
      • 3
      • 4
      • 222
    • false if
      • 0
      • 1
      • 2

4. Is less than

Is less than the selected number or earlier than the selected date.

Example: If the rule states Question is less than 2, than any number less than 2 will trigger the rule. If 2 or any higher number is entered, this rule will not be triggered.

is less than: 2

    • true if
      • 0
      • 1
    • false if
      • 2
      • 3
      • 4
      • 222

5. Is greater than or equal to

Is equal to or larger than the selected number or equal to or later than the selected date.

Example: If the rule states Question is greater than or equal to  2, than 2 or any number greater than 2 will trigger the rule. If any lower number is entered, this rule will not be triggered.

is greater than or equal to: 2

    • true if
      • 2
      • 3
      • 4
      • 222
    • false if
      • 0
      • 1

6. Is less than or equal to

Is equal to or less than the selected number or equal to or erlier than the selected date.

Example: If the rule states Question is less than or equal to  2, than 2 or any number less than 2 will trigger the rule. If any higher number is entered, this rule will not be triggered.

is less than or equal to: 2

    • true if
      • 0
      • 1
      • 2
    • false if
      • 3
      • 4
      • 222

For lists the following rules are available

1. Entry count is equal to

If the number of entries in the list (how many items were added to the list) matches the number that was entered.

Example: If the rule states that the entry count is equal to 2 than the rule will be triggered if the person filling in the form enters 2 entries in that list.

  • true if
    • 2 entries are entered in the list
  • false if
    • 1 entry is entered in the list
    • 3 entries are entered in the list
    • Any other number of entries are entered in the list

2. Entry count is not equal to

If the number of entries in the list is any number, except the number that was entered.

Example: If the rule states that the entry count is not equal to 2 than the rule will be triggered if the person filling in the form enters any number of entries in that list, except 2.

  • true if
    • 1 entry is entered in the list
    • 3 entries are entered in the list
    • Any other number of entries are entered in the list
  • false if
    • 2 entries are entered in the list

3. Entry count is greater than

The number of entries in the list (how many items were added to the list) is larger than the number that was entered.

Example: If the rule states that the entry count is greater than 2 than the rule will be triggered if the person filling in the form enters more than 2 entries in that list.

  • true if
    • 3 entries are entered in the list
    • 4 entries are entered in the list
    • more than 4 entries are entered in the list
  • false if
    • 1 entry is entered in the list
    • 2 entries are entered in the list

4. Entry count is less than

The number of entries in the list (how many items were added to the list) is smaller than the number that was entered.

Example: If the rule states that the entry count is less than 2 than the rule will be triggered if the person filling in the form enters fewer than 2 entries in that list.

  • true if
    • 1 entry is entered in the list
  • false if
    • 2 entries are entered in the list
    • 3 entries are entered in the list
    • more than 3 entries are entered in the list

5. Entry count is greater than or equal to

The number of entries in the list (how many items were added to the list) is larger than or the same as the number that was entered.

Example: If the rule states that the entry count is greater than or equal to 2 than the rule will be triggered if the person filling in the form enters 2 or more entries in that list.

  • true if
    • 2 entries are entered in the list
    • 3 entries are entered in the list
    • more than 3 entries are entered in the list
  • false if
    • 1 entry is entered in the list

6. Entry count is less than or equal to

The number of entries in the list (how many items were added to the list) is smaller than or the same as the number that was entered.

Example: If the rule states that the entry count is less than or equal to 2 than the rule will be triggered if the person filling in the form enters 2 or fewer entries in that list.

  • true if
    • 1 entry is entered in the list
    • 2 entries are entered in the list
  • false if
    • 3 entries are entered in the list
    • more than 3 entries are entered in the list

7. When all entries

When all the entries in the list meet a condition. This condition lets you create a rule for any element within the chosen list and triggers if all entries in that list meet that condition. All available rules for the selected element type can be used as the secondary rule within this rule. 

Example: If the list includes a single select element called Question and the rule states that when all entries match all of the following conditions: Question is equal to Option 1, than the rule will be triggered if in all the entries, the selected answer to the Question is Option 1 but not if any other option was selected in any of the entries. In this scenario, lets say that the person filling in the form entered 3 entries into the list.

  • true if
    • In all 3 entries they selected Option 1
  • false if
    • in 2 entries they selected Option 1 and in 1 entry they selected Option 2
    • in 1 entry they selected Option 1 and in 2 entries they selected Option 2
    • in all 3 entries they selected Option 2

8. When any entry

When any of the entries in the list meet a condition. This condition lets you create a rule for any element within the chosen list and triggers if any of the entries in that list meet that condition. All available rules for the selected element type can be used as the secondary rule within this rule. 

Example: If the list includes a single select element called Question and the rule states that when any entries match all of the following conditions: Question is equal to Option 1, than the rule will be triggered if in any of the entries, the selected answer to the Question is Option 1 but not if Option 1 wasn't selected in any of the entries. In this scenario, lets say that the person filling in the form entered 3 entries into the list.

  • true if
    • In all 3 entries they selected Option 1
    • in 2 entries they selected Option 1 and in 1 entry they selected Option 2
    • in 1 entry they selected Option 1 and in 2 entries they selected Option 2
  • false if
    • in all 3 entries they selected Option 2

9. When no entries

When none of the entries in the list meet a condition. This condition lets you create a rule for any element within the chosen list and triggers if none of the entries in that list meet that condition. All available rules for the selected element type can be used as the secondary rule within this rule. 

Example: If the list includes a single select element called Question and the rule states that when no entries match all of the following conditions: Question is equal to Option 1, than the rule will only be triggered if the selected answer to the Question is not Option 1 in all of the entries.  In this scenario, lets say that the person filling in the form entered 3 entries into the list.

  • true if
    • in all 3 entries they selected Option 2
  • false if
    • In all 3 entries they selected Option 1
    • in 2 entries they selected Option 1 and in 1 entry they selected Option 2
    • in 1 entry they selected Option 1 and in 2 entries they selected Option 2

Next: Conditional logic groups

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