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Rule Stage Issues
Rule Stage Issues
Updated over a month ago

If you are experiencing issues with your Rule stages not working as intended, review the troubleshooting steps below. If you continue to have issues after attempting to resolve them, please email [email protected] for additional assistance.

Reviewing the Operator

When building a rule, you must ensure the correct Operator is selected for the Data Collection question type. For example, if you are building a rule connected to a checkbox-style question, you will want to select something like the 'Includes' Operator rather than the 'Equals' Operator.

The applicant can select more than one checkbox as their answer so the equal Operator will not apply, and the rule will not work as intended.

Review which Operators can be used for each question type by clicking the categories below:

Short Answer

This is a freeform question that uses numerics which means any standard Operators will function correctly within a rule. Operators that can be used are:

  • Equals

  • Does not Equal

  • Greater Than

  • Greater Than or Equal

  • Less Than

  • Less Than or Equal

  • Includes

  • Does not include

  • Is in the list

Paragraph

This is a freeform question that uses numerics which means any standard Operators will function correctly within a rule. Operators that can be used are:

  • Equals

  • Does not Equal

  • Greater Than

  • Greater Than or Equal

  • Less Than

  • Less Than or Equal

  • Includes

  • Does not include

  • Is in the list

Multiple Choice

This question type has set answers. Therefore, Greater than or less than Operators will not function correctly within a rule. Operators that can be used are:

  • Equals

  • Does not Equal

  • Includes

  • Does not include

  • Is in the list

Checkboxes

This question type has set answers. Therefore, Greater than or less than Operators will not function correctly within a rule. Equal to and Does not equal also do not work with Checkbox question types. Operators that can be used are:

  • Includes

  • Does not include

  • Is in the list

Dropdown

This question type has set answers. Therefore, Greater than or less than Operators will not function correctly within a rule. Operators that can be used are:

  • Equals

  • Does not Equal

  • Includes

  • Does not include

  • Is in the list

File Upload

Condition Operators: This question type will only function correctly by using the if it exists or does not exist Operators within the rule. No other Operators will work with this question type.

Datepicker

This question type has set answers. Therefore, Greater than or less than Operators will not function correctly within a rule. Operators that can be used are:

  • Equals

  • Does not Equal

  • Includes

  • Does not include

  • Is in the list

Hidden

This is a freeform question that uses numerics which means any standard Operators will function correctly within a rule. Operators that can be used are:

  • Equals

  • Does not Equal

  • Greater Than

  • Greater Than or Equal

  • Less Than

  • Less Than or Equal

  • Includes

  • Does not include

  • Is in the list

To learn more about the types of Data Collection question types, review the Data Collection Stage Help Center article.

Option Banks

When building a rule that involves an Option Bank for the answer, ensure that the value of the Option Bank is entered in the Value field of the rule and NOT the Label.

You can review the Option Label vs. the Option Value by navigating to the Company Settings page. Once in Company Settings, click Option Banks on the left side under App Settings. Find the Option Bank you want to review and click Actions then Edit Option Bank.

To learn more about Option Banks, review the Option Banks Help Center article.

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