Logic Jump enables you to customize your workflow by routing applicants to questions most relevant to them based on how the applicant answers the previous questions. This conditional logic will provide a shorter, tailored application process to your candidates.
- Organizing Questions for Logic Jumps
- Build Your Logic Jump
- Best Practices
- Special Features in Logic Jump
Logic Jump is currently released in limited Beta and is in the final stages of development. Current Beta users can provide feedback for this version by selecting the question mark icon located in the upper menu bar.
If you’d like to be included in Beta testing, contact us at email@example.com.
Organizing Questions for Logic Jumps
To successfully build a logic jump, you must first determine what information you want to collect, which questions are mandatory, and what actions the applicant’s responses will initiate.
Planning Your Sequence of Questions (Logic Flow)
First, compile the list of questions applicants need to answer. Then, determine which questions are dependent on other questions in your application.
Determine the Target Audience
If a question is only applicable to SOME applicants, this question or group of questions would be an ideal candidate for logic jumps. Identifying the target audience of a question will help you determine the sequence of subsequent questions.
For example, if two of your questions ONLY apply to Veterans, those questions should be grouped together. If the applicant answers NO, they are not a veteran, the applicant should bypass the additional questions related to Veterans.
If the applicant answers YES to Question 1, then they'd be prompted to answer Questions 2 and 3. However, if the applicant answers NO to Question 1, they'd immediately be routed to Question 4.
Different Question Types enable Different Levels of Logic
The type of logic you can apply depends on the question type:
- All question types except Hidden questions can follow “Exists” logic - meaning, if an applicant provides any response at all, they can jump ahead to a question defined in the logic. This enables greater control of applicant paths through the form. For instance, if a veteran was asked to upload a copy of supporting documents, you may want them to skip to the end of the form, or even to the next stage (exit form).
- Only multiple choice and dropdown questions can have logic based on which response an applicant provided. Because multiple choice and dropdown menus have defined, single-choice responses, consistent logic can be applied to funnel the applicant to a different question.
Build Your Logic Jump
- Navigate to the opening you want to add the Logic Jumps to, click the three dots icon, and then select Edit Workflow in the dropdown menu.
- Choose the data collection stage you want to add your logic jumps to in your workflow, and select Customize fields for data collection stage. The Edit Data Collections window will appear.
- In the Edit Data Collections window you can edit the Form Name and Description, as well as reorder the questions. Select Logic Jump in the Edit Data Collection Fields window.
- Since logic jump utilizes conditional logic based on previously answered questions, the first question must be answered by all applicants. However we can add logic to the first question to split the path the applicants will take next. For example, "Are you a Veteran?" is a question that is required for every applicant, but the followup Question #2: "Which branch of the military did you serve in?" may only be answered by a subset of applicants.
If you determine the question is an ideal candidate for Logic Jump, select Add Logic.
- In this use case, if the answer is YES or it is TRUE an applicant is a Veteran, we want them to advance to Question #2: Which branch of the military did you serve in?
If the answer is NO or FALSE, we want to bypass or skip Question #2, and advance the applicant to Question #4: Do you have a valid drivers license?
- When adding logic jumps to questions, you can add specific criteria. Question 2: Which branch of the military did you serve in? will be used in this example.
We want to determine which branch the applicant who is a Veteran served in, so we will set the initial criteria to includes any Army, Air Force, Navy, or Marines.
You can customize and set the next logic jump to correspond with the next relevant question based on the applicant's response.
Here if the applicant selects any of the military branch options presented (Army, Air Force, Navy, or Marines), we will send them to Question 3: How many years did you serve in the military?
- On the contrary if the applicant chooses any other option, they would skip Question 3, Years Served in Military, and be routed to a more relevant question. This function enables you to customize and add an additional logic jump based on the applicant's response, just as we did in step 6 above.
For example, if the applicant Does Not select Army, Air Force, Navy, or Marines OR selects None of the above, we would send them directly to Question 4: Do you have a valid drivers license?
Data Keys in Logic Jump
Users should only use the same data key in a new or different opening if the questions and answer choices will remain the same in the opening it's added to.
Hidden Questions are not Available in Logic Jump
Hidden questions are not available in Logic Jump because respondents cannot input answers to hidden questions.
Constraints in Logic Jump
Logic Jump cannot be applied to a form with less than 2 questions, or to the last question in the sequence.
Logic Jump cannot be applied to Data Collection stages that are part of a Multi Stage
Logic may be cleared from questions if questions or answer responses are deleted or rearranged.
Cloning of stages with Logic Jump is not yet supported.
For more information about these best practices, contact us at firstname.lastname@example.org.
Special Features in Logic Jump
Add Logic Jump to Short Answer Questions
Logic Jump has been enabled for short answer or open-ended questions. When you're adding logic jump to short answer questions, the only criteria you can set is that the question EXISTS or has been answered.
We will demonstrate this capability with Question 4: Do you have a valid drivers license?
Move to Next Stage in Logic Jump
If the applicant's response does not warrant them continuing the form, you can choose to send the applicant to the next stage in your workflow.
Rearrange Logic Jump
Once you save your changes you've made in Logic Jump, the form containing your questions will appear. If you want to rearrange the questions in your form for any reason, you will receive a message notifying you that making this change could potentially affect your logic. If you would like to proceed with the change, select Move Question.