SharePoint Knowledge Base

This post is part of an series. Click below for Parts 1 and 2:

• Part 1 - Creating a Survey, Preview, Survey Branching, Sending Survey Links
  
• Part 2 - View and Compile Survey Results
  
• Part 3​ - Advanced Survey​

When it comes to surveys, one question we get asked about frequently is how to allow surveys to tailor questions to users based on their responses. As SharePoint consultants we want our clients to get the most out of SharePoint. This post will take you on a deep dive into the topic of branching logic for surveys.

Hiding or Showing Questions Based on a Single Answer Condition

• Add the question that will trigger your logic to your survey.
• Add the question or questions you intend to hide or show to your survey.
• Select the Page tab on the palette.
• Select Advanced Branching Wizard.
• Click the + Add Branching Rule.
• Click Add a condition? and select the question that you want to trigger the logic.
• In the drop down that appears, select the answer condition you want to trigger the logic.
• Under Rule Actions select either hide a question or show a question.
• In the drop down that appears, select the question you would like to hide or show.
• Repeat this process in the Rule Actions section until you have added all questions you want hidden or shown.
• Click Save Rule.

Hiding or Showing Questions Based on the Answers to a Set of Questions

Use Advanced Branching to show or hide questions based on multiple answer choice conditions in previous questions. You can combine rule conditions with the Boolean operators AND or OR to create more complex conditions.

• Use the AND operator to set up logic where every condition must be met in order to show or hide the question.
• Use the OR operator to set up logic where only one of the conditions must be met in order to show or hide the question.

For example, you can choose to show parenting related questions to respondents who answered yes to a question asking if they currently have children OR if they answered yes to a question asking if they are planning to have children.

To apply Advanced Branching based on multiple conditions:

• Add the question that will trigger your logic to your survey.
• Add the question or questions you intend to hide or show to your survey.
• Select the Page tab on the palette.
• Select Advanced Branching Wizard.
• Click the + Add Branching Rule.
• Click Add a condition? and select the question that you want to trigger the logic.
• In the drop down that appears, select the answer condition you want to trigger the logic.
• Click Add Rule.
• Toggle between AND or OR by clicking on the operand that appears.
• Continue to add additional question and answer conditions until you've set up the rule condition you want.
• Under Rule Actions select either hide a question or show a question.
• In the drop down that appears, select the question you would like to hide or show.
• Repeat this process in the Rule Actions section until you have added all questions you want hidden or shown.
• Click Save Rule

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