Skip Logic: Creating Custom Survey Workflows

Skip logic has been added to the form builder that allows admins to dictate a user's survey path based on their previous answer choices.

Note: Skip logic is currently only supported in the Surveys module. Skip logic will be added to other form builders (registration questions, impact questions, etc.) in the future. Click HERE to learn more about the Surveys feature.

This article will cover the following:

• What is Skip Logic?
• How to Enable Skip Logic Within a Form Builder

What is Skip Logic?

Skip logic is a form builder feature that allows you to dictate the pathway a user takes through the survey based on their past answer choices. 

Skip logic rules have 3 attributes:

1. Condition - Indicate which answer choice has skip logic embedded.

2. Is/Is not Selected - Indicate if the rule states the user selects or does not select a specific answer choice.

3. Skip to X section - Indicate which future section of the survey the user should skip to based on their selection.

How to Enable Skip Logic Within a Form Builder

Click HERE to review a step-by-step guide on how to enable skip logic within a form builder and/or review the steps below:

1. Create a Radiolist Group custom field question. Add all response options and click Save.

2. Create a Header field for each answer choice for which you wish to create a custom survey path.

3. Toggle the setting to use each header as a page break. Click Save to save your changes.

4. In the Radiolist Group field, click Add Skip Logic to set up a skip logic rule.

5. Toggle each attribute within the skip logic rule:

   • (1) Condition (the user's answer choice),

   • (2) Is/Is not Selected

   • (3) Skip to X section (which section to skip the user to).

6. Click Add Skip Logic to add additional skip logic rules as needed.

7. Once all skip logic rules have been set up, click Save to save your changes.

GivePulse Pro Tip: If you add additional skip logic options after skip logic has been set up, click the Refresh button to update the options you can choose from. If you need to delete a skip logic rule, click the X icon next to the rule. 

If you have any questions, please Submit a Support Ticket.