adding optional display logic

TABLE OF CONTENTS

• Video Support
• What is Display Logic?
• Current Limitations of Display Logic
• Setting Up Display Logic
  • Adding Display Logic When Creating a New Form
  • Adding or Editing Display Logic on an Already Created Form

Video Support

What is Display Logic?

With Display Logic, you can now add (or remove) questions on a form based on how someone answered a previous question. This means you’re in control of what questions appear, only showing what’s relevant to each reporter’s responses.

We’re rolling out this feature in waves, starting with single-select questions (the ones where users pick just one answer).

Here are some examples of how you might use Display Logic: 

• AmeriCorps Members Tutoring Students: If an AmeriCorps member selects "After-School Program" when asked where they primarily tutor students, Display Logic can add a follow-up question asking about the grade levels of the students they work with. If they select "In-School Program," they might instead see a question asking how many classrooms or teachers they support.
  
  

• Adult Literacy Tutors: If a tutor selects "Reading Comprehension" as the primary skill they are helping an adult learner improve, Display Logic can add a question asking which types of reading materials they use, such as books, newspapers, or digital texts. If they select "Writing Skills," they might be asked how often they provide feedback on written assignments.

Current Limitations of Display Logic

As we roll out the first wave of Display Logic, there are a couple important things to keep in mind. 

Group Questions

• One key limitation is related to how Display Logic interacts with Group questions in the Impact Suite.
  
  In the Impact Suite, clients can create Groups, which typically represent the beneficiaries of their programs (like students, adult learners, etc.). Within these Groups, clients add Identifiers to track and manage these individuals. When a client creates a Group question, that question is duplicated for each Identifier selected by the reporter (such as for each student or learner).
  
  While you won’t be able to use non-Group questions to trigger Group-related questions in this first phase, you can use Display Logic within your Group questions. This means that you can control which questions appear or don’t appear for each Identifier based on their responses within the Group.

Longitudinal Goal Tracking Questions (Roles & Goals) 

• Another limitation is related to the Longitudinal Goal Tracking questions.
  
  In this first wave, you will not be able to use a single-select question to add or remove this type of questions. You will be able to do this in future waves of the release. 

We’re continuously working to expand these features, so keep an eye out for future updates!

Setting Up Display Logic

Once you've created questions and assemble them into a form, you'll be able to add (and edit) Display Logic. You can do this for any form that has at least one single-select qualitative questions (and does not bump up against the two limitations listed above). Let's review the three ways you can introduce Display Logic:

• Adding Display Logic When Creating a New Form
• Adding or Editing Display Logic on an Already Created Form
  
  

Adding Display Logic When Creating a New Form

Following the steps to create a new form (checkout this article for information) and then follow these steps: 

1. Once you are happy with the order of your questions and if you have any questions for which logic may be applied, click Add Optional Display Logic.
   
2.  Use the Add Logic links to add or hide subsequent questions in your form based on your reporter's responses. 
   
3. A pop-up window will appear.
   
   
4. Complete the WHEN statement.
   
   First begin your logic statement by clicking Select Answer(s), select the options, and click Apply.
   Example: WHENany of the following responses are selected: No
   
   
5. Complete the THEN statement.
   
   Choose either to:
   • Add one or more questions to the report and click Apply.
     
   • Or, remove one or more questions to the report and click Apply.
     Example: THENremove one or more questions from the report: Select questions to remove.
     
     
6. If you need to add additional logic, click the Add More Logic link. 
   
   
7. Once you are happy with your display logic for this question, click Save Logic for this Question. 
   To delete the any logic, click Close Without Changes. 
   
   
8. Once logic is applied to a question, you'll see this banner. 
   a) To edit your display logic, click Edit Logic.
   b) To delete your display logic, click Remove All Logic.
   
   
9. Continue adding logic by clicking Add Logic to any eligible questions. 
   
   
10. Once you are happy with the applied logic (optional), click the Name This Report button at the top or bottom of the page.
    
11. Type the name of your form and click either Create or Create Form and Schedule Launch.
    If you click Create, you'll be taken to a page that lists all of the forms you've ever created. (See this article for more on managing forms.)
    
    If you click Create Form and Scheduled Launch, you can begin scheduling your launch. (See this article for more information on scheduling launches.)

Adding or Editing Display Logic on an Already Created Form

Following the steps to add Display Logic on a form you've already created: 

1. On the left, in your Mission Control, click Report Management.
   
   
2. On the right, click Manage forms.
   
   
3. Find the form on which you would like to add or edit display logic and use the Add Display Logic or Edit Display Logic links. 
   
   
4. Next, Use the Add Logic to create new logic or Edit Logic links to edit logic previously applied. 
   You can also delete previously applied logic by clicking Remove All Logic.
   
5. A pop-up window will appear.
   
   
6. Complete the WHEN statement.
   
   First begin your logic statement by clicking Selected Answer(s), select the options, and click Apply.
   Example: WHENany of the following responses are selected: No
   
   
7. Complete the THEN statement.
   
   Choose either to:
   • Add one or more questions to the report and click Apply.
     
   • Or, remove one or more questions to the report and click Apply.
     
8. If you need to add additional logic, click the Add More Logic link. 
   
   
9. Once you are happy with your display logic for this question, click Save Logic for this Question. 
   To delete the any logic, click Close Without Changes. 
   
   
10. Once logic is applied to a question, you'll see this banner. 
    a) To edit your display logic, click Edit Logic.
    b) To delete your display logic, click Remove All Logic.
    
    
11. Continue adding logic by clicking Add Logic to any eligible questions. 
    
    
12. Once you are happy with the applied logic, click the Finished button at the top or bottom of the page.