Triggers may be applied to questions, page elements and pages. A Trigger is a logical condition that must be satisfied for the question, page element or page to be presented to a participant during a survey. When you add a trigger you specify the trigger type and conditions.
Multiple triggers are allowed. When multiple triggers are added they form an "and" statement, whereby the parameters from all triggers in the set need to be true for the trigger to apply.
The Questionnaire Builder includes five trigger types. The conditions and other options that display vary based on the trigger type selected.
Following are the types of triggers:
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Question – Displays a drop-down list of questions in the questionnaire. The triggering questions are listed by the instructions and question text. The triggering question should precede the triggered item being edited. The answers and answer conditions depend on the selected triggering questions. Only the following question types may be referenced in triggers: Single Selection, Dropdown Select, Multiple Selection, Numeric, Line Scale, Single Selection Grid, Multiple Selection Grid, Preference.
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Demographic – Displays a multiple selection list of demographics for the selected demographic category. The demographics and categories include all that exist for the test.
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Sample – Displays a multiple selection list of samples.
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Position – Displays a list of serving positions from the design block. A design block must first be created before position and day triggers are available.
- Day – Displays a list of serving days from the design block.
See the following to add a trigger:
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SEE ALSO – Work With the Questionnaire Builder to understand questionnaire types and Add, Reorder and Copy Questions to a Questionnaire for the steps to build a questionnaire. |
Understand Trigger Types
See the following descriptions of the trigger types and their conditions.
Question Trigger
If the Trigger Type is Question, then a dropdown list of questions in the questionnaire is available. The triggering
questions are listed by their "Instructions and Question Text." Only certain question types may be referenced in
triggers:
- Single Selection
- Dropdown Select
- Multiple Selection
- Numeric
- Line Scale
- Single Selection Grid
- Multiple Selection Grid
- Preference
Select a triggering question from the drop-down list. The triggering question should precede the triggered item in the questionnaire in order to be visible from the Questions drop-down menu.
The Answer Conditions and Answers depend upon the selected triggering question.
Single Selection, Dropdown Select
Answers are a multiple selection list of responses. For the "Is exactly this" and "Is not exactly these" Answer Conditions, check only one response.
Answer Condition:
- Includes any of these: true if matching any one of the checked responses
- Is exactly this: true if matching the one checked response
- Includes none of these: true if anything other than "matching the one checked response"
- Is not exactly these: true if anything other than "matching any one of the checked responses"
Multiple Selection
Answers are a multiple selection list of responses.
Answer Condition:
- Is exactly this: true if matching all the checked responses and not matching any of the unchecked responses
- Includes any of these: true if matching at least one of the checked responses
- Includes all of these: true if matching all the checked responses
- Is not exactly these: true if anything other than "matching all the checked responses and not matching any of the unchecked responses"
- Includes none of these: true if anything other than "matching at least one of the checked responses"
- Does not include all of these: true if anything other than "matching all the checked responses"
Numeric, Line Scale
Score is the value entered. 
Answer Condition:
- Score is greater than: true if Value > Score
- Score is less than: true if Value < Score
- Score is equal: true if Value = Score
Single Selection Grid
Groups is a multiple selection list of groups.
Group Condition:
- any: true if matching any one of the checked Groups
- all: true if matching all the checked Groups
Answers are a multiple selection list of responses. For the equal and not equal answer conditions, check only one response.
Answer Condition:
- Includes any of these: true if matching any one of the checked responses
- Is exactly this: true if matching the one checked response
- Includes none of these: true if anything other than "matching the one checked response"
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Is not exactly these: true if anything other than "matching any one of the checked responses"
The trigger requires that the Group Condition and the Answer Condition be met.
Multiple Selection Grid
Groups is a multiple selection list of groups.
Group Condition:
- any: true if matching any one of the checked groups
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all: true if matching all the checked groups
Answers are a multiple selection list of responses. For the equal and not equal Answer Conditions, check only one response.
Answer Condition:
- Is exactly this: true if matching all the checked responses and not matching any of the unchecked responses
- Includes any of these: true if matching at least one of the checked responses
- Includes all of these: true if matching all the checked responses
- Is not exactly these: true if anything other than "matching all the checked responses and not matching any of the unchecked responses"
- Includes none of these: true if anything other than "matching at least one of the checked responses"
- Does not include all of these: true if anything other than "matching all the checked responses"
The trigger requires that the Group Condition and the Answer Condition be met.
Preference
A multiple selection list of samples is displayed. For the equal and not equal Answer Conditions, check only one response.
Answer Condition:
- Includes any of these: true if matching any one of the checked responses
- Is exactly this: true if matching the one checked response
- Includes none of these: true if anything other than "matching the one checked response"
- Is not exactly these: true if anything other than "matching any one of the checked responses"
Trigger Type: Demographic
The demographic categories and demographics include all that exist for the test. Given that the test wizard questionnaires step precedes the participants step (where demographics are defined), it may be necessary to return to the questionnaires Page to specify demographic triggers. Demographics within a demographic category are mutually exclusive; for the equal and not equal conditions, check only one demographic.
A multiple selection list of demographics categories is displayed. Choose a demographic category from the drop-down menu.
Choose a Condition from the drop-down menu.
The options displayed vary based on the demographic category selected.
Condition:
- Includes any of these: true if matching any one of the checked responses
- Is exactly this: true if matching the one checked response
- Includes none of these: true if anything other than "matching the one checked response"
- Is not exactly these: true if anything other than "matching any one of the checked responses"
Trigger Type: Sample
A multiple selection list of samples is displayed. Choose a Condition from the drop-down menu, then select from the samples.
Condition
- Includes any of these: true if matching any one of the checked responses
- Is exactly this: true if matching the one checked response
- Includes none of these: true if anything other than "matching the one checked response"
- Is not exactly these: true if anything other than "matching any one of the checked responses"
Trigger Type: Position
A multiple selection list of serving positions is displayed. Choose a condition from the drop-down menu.
Select the serving position options.
Trigger Type: Day
A multiple selection list of serving positions is displayed. Choose a condition from the drop-down menu.
Select the serving positions options.
To Add a Question or Page Element Trigger
Apply a trigger to a question or page element from the LOGIC tab in the configuration window. Repeat these steps to add multiple triggers.
To add a question trigger:
- From a page, click on a question or page element to open the configuration window.
- Select the LOGIC tab, then click on [+ADD TRIGGER]. You can add multiple triggers to a question or page element.
- Select the Trigger Type from the drop-down menu.
The trigger icon displays above the question or page element, indicating that the question contains a trigger.
- The configuration options vary based on the question type. Select the configuration options, as desired.
- When the trigger configuration is complete, click on [+ADD TRIGGER] to add another trigger or click off the configuration window to close it and return to the question page.
The trigger icon also displays on the page, indicating that the question contains a trigger.
Add a Page Trigger
Apply a trigger to a page from the settings icon on the page. Repeat these steps to add multiple triggers.
To add a page trigger:
- From a page, click on the settings icon.
- Click on [+ADD TRIGGER].
- Select the Trigger Type from the drop-down menu.
- The configuration options vary based on the question type. Select the configuration options, as desired.
- When the trigger configuration is complete, click on [+ADD TRIGGER] to add another trigger or click on [SUBMIT].
The trigger icon is added to the top-left corner of the page, indicating that the page contains a trigger.
Delete a Trigger
You can delete any triggers created on the questionnaire.
To delete a trigger:
- For a question, click on the question to open the configuration window, then select the LOGIC tab. For a page element, click on the Settings icon for the page.
- Click on the delete icon next to the trigger.
Question and Page Element Triggers
Page Triggers
The trigger is deleted.