Creating Dynamic Form Questions

Ticketing forms in the Problem Report and Service Request sections provide the option to display questions based on another question's response. In CloudRadial, these are known as conditional statements. They allow you to make your forms more useful, dynamic, and user-friendly.

• How to Create a Conditional Statement
• An Example of a Conditional Statement
• Tips and Best Practices

How to Create a Conditional Statement

To create a conditional statement:

1. Start by building your form in either the Problem Report or Service Requests as normal by adding all of the questions you require
2. Locate the question(s) that must be conditional on another answer
3. Select the Show more options... link at the bottom of the question
   
   
   
   
4. Once the options are expanded, locate the Hide Until section. This is the only one that you will need to focus on for conditional statements. 
   
   
   
   
5. Select the question that should trigger the question you are currently working on via the Question drop-down list
   • This drop-down will be a display of the Labels of previous questions 
6. Choose the specific Condition required to trigger the current question to show
   • Equal means "show this question when the user's answer is ______"
   • Not Equal means "show this question when the user's answer is anything but _______"
7. In the Text field, enter the text to trigger the conditional statement
   • This section is case and spelling sensitive
8. Repeat these steps for any additional additional conditional statement.
9. Select Submit to finalize the ticket

An Example of a Conditional Statement

A user is asked to select a computer for work. Their choices are either a Desktop, a Laptop, or a Tablet.

Selecting either Laptop or Tablet will not trigger any conditional statements, but selecting Desktop should trigger an additional question that asks them if they require monitors as well.

First, we've created the initial question in a form: 

Once we have our initial question, we can add our other conditional one. Below, you can see an example of how we've prepared the following question:

Just like the question above, we've created the label and added our choices as normal. This time, we've added the conditonal trigger of showing this question only when the question What computer do you need? is Equal to Desktop.

In the end, the user will see the following options when they select Desktop in the form. 

Tips and Best Practices

• Conditional questions are never visible to end user until triggered.
  • If the conditional statement isn't displaying when you select the trigger option, ensure that the trigger text matches that exactly
  • If the statement is showing at all times, check to ensure the statement isn't set to Always Display
• Conditional triggers are marked with blue lines on their left side.
  • Review the image in the previous section for a visual example
• There is no limit to how many conditionals link off of each other, or to one question
• Questions start as Always Visible unless explicitly stated to be conditional
• You can make any standalone question type trigger conditional statements
  • The only question type that can't trigger conditionals are Question Templates 
• For Checkbox question types, enter the value true in lowercase
  • If you've set choices as default by using the exclamation mark, do not include the exclamation mark in the text