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Advanced conditions
This guide will help you with setting up more advanced logic relationships between all of the activities of your project.
What are the benefits of this feature?
- Increased control over the participant experienceConditions builder allows you to set up a conditional sequence of activities and control how the participants of the initiative will experience the whole project flow. This is a useful tool for designing a streamlined participant experience.
- Intuitive project designConditions builder is a great instrument of building an intuitive and logical project design. From simple controls over the number of times a specific project activity is available to a participant to intricate Conditional expressions, make sure that the project flow is detailed and polished to ensure its success, as well as excellent participant experience.
Advanced conditions allow you to regulate the relationships between the elements of the project on a more detailed level. Find the option Manage conditions available when clicking on the three vertical dots in the top-right corner of an Activity card or select the button Conditions located in the top-right corner of the page in the Activities view of your project.
Once a set of rules has been created, a robot icon will appear in the top-right corner of each activity card that has conditions applied.
Create Advanced conditions
Fill the mandatory field Select activity to enable any of the conditions available to start constructing more complicated logic conditions between the project activities.
Fill the mandatory field Select activity to enable any of the conditions available to start constructing more complicated logic conditions between the project activities.
Elements available in the Condition builder
Condition - the condition that must be fulfilled for the selected project activity to become visible.
Select activity - select one of the project activities for which to set up visibility conditions.
Add condition - allows to add a new single condition.
Add group - allows to add a group of conditions that can be grouped under the criteria And, Or.
And - criterion that requires all of the conditions it combines to be true.
Or - criterion that requires at least one of the conditions it combines to be true.
Condition - the condition that must be fulfilled for the selected project activity to become visible.
Select activity - select one of the project activities for which to set up visibility conditions.
Add condition - allows to add a new single condition.
Add group - allows to add a group of conditions that can be grouped under the criteria And, Or.
And - criterion that requires all of the conditions it combines to be true.
Or - criterion that requires at least one of the conditions it combines to be true.
The conditions added with the Condition builder control the visibility of the available activities only to the participants of the project.
As an Administrator you will be able to add submissions about the participants without any limitations at any time. Read more about Registering participant activity submissions.
As an Administrator you will be able to add submissions about the participants without any limitations at any time. Read more about Registering participant activity submissions.
Logic behind Add condition and Add group
It is possible to add however many conditions and groups as necessary both at the top level and inside the already created groups. It is important to follow the level from which these options are selected.
Add condition
When selected from the a certain level of expression, this button will add a new condition on the chosen level. Add however many conditions to each level as needed.
It is possible to add however many conditions and groups as necessary both at the top level and inside the already created groups. It is important to follow the level from which these options are selected.
Add condition
When selected from the a certain level of expression, this button will add a new condition on the chosen level. Add however many conditions to each level as needed.
Add group
When selected from the first level of expression, this option will add a new group of the same level.
When selected from the first level of expression, this option will add a new group of the same level.
However, when selected from any of the following levels of expression, this option will add a new sub-level group.
Condition operators
A set of condition operators is available to build the system of rules for the visibility of your project activities.
is signed - an operator specific to the Consent activity. It is used to make the activity for which the rules are being built available only after the Consent activity has been signed.
is revoked - an operator specific to the Consent activity. It is used to make the activity for which the rules are being built available only after consent has been revoked.
A set of condition operators is available to build the system of rules for the visibility of your project activities.
is signed - an operator specific to the Consent activity. It is used to make the activity for which the rules are being built available only after the Consent activity has been signed.
is revoked - an operator specific to the Consent activity. It is used to make the activity for which the rules are being built available only after consent has been revoked.
The condition "is revoked" will be applied as soon as the participant revokes their Consent activity.
If the participant signs the same Consent activity again, the activity to which this condition is applied will continue to be visible to the participant as the consent revocation will still be in the participant's activity history.
If the participant signs the same Consent activity again, the activity to which this condition is applied will continue to be visible to the participant as the consent revocation will still be in the participant's activity history.
Operators based on the activity status and number of submissions made
is taken - an operator used to make the activity for which the rules are being built available only when the activity named in the condition has been completed.
is not taken - an operator used to make the activity for which the rules are being built available only when the activity named in the conditional expression has not been completed.
is taken N times - an operator used to make the activity for which the rules are being built available only when the activity included in the conditional expression has been taken a certain number of times.
is taken less than N times - an operator used to make the activity for which the rules are being built available only when the activity included in the conditional expression has been taken less times than indicated.
is taken more than N times - an operator used to make the activity for which the rules are being built available only when the activity included in the conditional expression has been taken more times than indicated.
is taken - an operator used to make the activity for which the rules are being built available only when the activity named in the condition has been completed.
is not taken - an operator used to make the activity for which the rules are being built available only when the activity named in the conditional expression has not been completed.
is taken N times - an operator used to make the activity for which the rules are being built available only when the activity included in the conditional expression has been taken a certain number of times.
is taken less than N times - an operator used to make the activity for which the rules are being built available only when the activity included in the conditional expression has been taken less times than indicated.
is taken more than N times - an operator used to make the activity for which the rules are being built available only when the activity included in the conditional expression has been taken more times than indicated.
Operators regulating time sensitivity
completed (days) ago - an operator used to make the activity for which the rules are being built available a specific number of days after the activity included in the conditional expression has been completed.
completed (days) ago - an operator used to make the activity for which the rules are being built available a specific number of days after the activity included in the conditional expression has been completed.
When activity with the condition "completed (days) ago" enabled is unlocked, the participant will receive a notification about it if notifications are enabled in the project settings.
Read more about project notification settings.
Read more about project notification settings.
available from-to - an operator used to set a specific time period when the activity can be completed.
not later than N days/hours after completion - an operator used to set a deadline for completing the selected activity. The selected activity will be available to the participant for a specific number of days or hours after another activity has been completed.
not later than N days/hours after completion - an operator used to set a deadline for completing the selected activity. The selected activity will be available to the participant for a specific number of days or hours after another activity has been completed.
Operators based on specific answers
answer equals - an operator used to make the activity for which the rules are being built available only when a specific question of the activity included in the conditional expression equals a specific answer.
answer equals - an operator used to make the activity for which the rules are being built available only when a specific question of the activity included in the conditional expression equals a specific answer.
Condition operator answer equals
The condition operator answer equals allows the administrator to make an activity available to the participants if specific answers are given in a Radiogroup, Dropdown, Checkbox or Boolean questions of a preceding or the same activity. A new set of operators become available after selecting the operator answer equals depending on the type of the question that is being used in the condition.
The condition operator answer equals allows the administrator to make an activity available to the participants if specific answers are given in a Radiogroup, Dropdown, Checkbox or Boolean questions of a preceding or the same activity. A new set of operators become available after selecting the operator answer equals depending on the type of the question that is being used in the condition.
Title values of the Dropdown, Radiogroup, Checkbox and Boolean questions will be displayed in the fields "Question (Name)" and "Answer (Value)" of the Condition builder when selecting the operator "answer equals".
Dropdown, Radiogroup and Checkbox operators
Dropdown, Radiogroup and Checkbox questions can be used to set up conditions between activities of a project.
answer equals - operator available for Dropdown and Radiogroup questions to make the condition active when a specific answer choice has been selected.
not equal to - operator available for Dropdown and Radiogroup questions to make the condition active when a specific answer choice has not been selected.
in - operator available for Dropdown and Radiogroup questions to make the condition active when the answer choice selected falls within a specific group of answers.
is within group - operator available for Checkbox questions to make an activity available only if the participant's selection of answers fall within the answer group defined in the condition.
is not within group - operator available for Checkbox questions to make an activity available only if the participant's selection of answers does not fall within the answer group defined in the condition.
contains any of - operator available for Checkbox questions to make an activity available only if the participant's selection of answers contains any of the answers defined in the condition.
contains none of - operator available for Checkbox questions to make an activity available only if the participant's selection of answers contains none of the answers defined in the condition.
contains all of - operator available for Checkbox questions to make an activity available only if the participant's selection of answers contains all of the answers defined in the condition.
Dropdown, Radiogroup and Checkbox questions can be used to set up conditions between activities of a project.
answer equals - operator available for Dropdown and Radiogroup questions to make the condition active when a specific answer choice has been selected.
not equal to - operator available for Dropdown and Radiogroup questions to make the condition active when a specific answer choice has not been selected.
in - operator available for Dropdown and Radiogroup questions to make the condition active when the answer choice selected falls within a specific group of answers.
is within group - operator available for Checkbox questions to make an activity available only if the participant's selection of answers fall within the answer group defined in the condition.
is not within group - operator available for Checkbox questions to make an activity available only if the participant's selection of answers does not fall within the answer group defined in the condition.
contains any of - operator available for Checkbox questions to make an activity available only if the participant's selection of answers contains any of the answers defined in the condition.
contains none of - operator available for Checkbox questions to make an activity available only if the participant's selection of answers contains none of the answers defined in the condition.
contains all of - operator available for Checkbox questions to make an activity available only if the participant's selection of answers contains all of the answers defined in the condition.
Boolean operators
Boolean questions can be used to set up conditions between activities of a project.
is true - operator available for Boolean questions to activate the condition when the "true" answer is given in the question.
is false - operator available for Boolean questions to activate the condition when the "false" answer is given in the question.
Boolean questions can be used to set up conditions between activities of a project.
is true - operator available for Boolean questions to activate the condition when the "true" answer is given in the question.
is false - operator available for Boolean questions to activate the condition when the "false" answer is given in the question.
Our team is ready to provide you assistance in any of the steps and would gladly guide you through the process.
Do not hesitate to contact us via support@longenesis.com if you have any questions or any help is required.
Do not hesitate to contact us via support@longenesis.com if you have any questions or any help is required.
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