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Dynamic Survey

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Tutorial on using the conditional display option to make a dynamic survey.

Time: 10 minutes

Company Requirements​

Our mock company, Ruanda, has a little problem with the task manager shown previously. The company's technical areas would like to have another field in the survey called difficulty rating (number field), but it isn´t necessary for the other departments.
We will now work to offer a dynamic survey, where the user's department will act as a filter for opening other fields.

Pre-Requistes​

Access Role​

  • User with the admin-statemachines-write, admin-bots-write, admin-properties-write, and admin-groups-write permissions to create and modify workflows, bots, elements, and groups.
  • Oradmin-*-write which allows all of the above.
  • User with the read admin access role.

Survey​

Steps​

  1. Access the Administrator and open Surveys.

  1. Look for the Task Creator survey and open it.
note

This survey was created in the Survey that Starts a Workflow Tutorial.


  1. From the Components column, drag and drop the Written Answer component to the form template. and set the options according to the next steps.

  1. In the General tab, set following options:
    • Field Label: Difficulty Rating
    • Input Type: Number
    • Identifier : ratingtask

  1. Select the Conditional Display tab and set the following options:
    • Commander: departamenttask
    • Criteria: Regular expression
    • Value: (cybersecurity)|(it)

  1. Press Save.

Well done!

Now let's head to the Task Manager workflow group and create a new task with the survey button to see what happens...


Result​

Once you call the survey, the form will look something like images below. Depending on whether or not you selected the Cybersecurity or IT departments, the Difficulty rating field will appear.

result