In most companies' workflows, we constantly need to obtain information from third parties (clients, suppliers, etc.) or from other departments within the same company. However, in such workflows, the questions we want to ask each recipient may change depending on their answers to previous questions.
For this reason, with Parallel you can add conditional questions, a feature that shows or hides questions or fields of a parallel depending on the answers your recipient has previously sent.
For example, if the recipient answers a question of a parallel confirming that they have "not" changed their usual address during 2021, the "new address" question will not appear, and they will be able to continue filling in the rest of the information. This last question will only appear to those recipients who have answered "yes" to have changed their usual address.
Whether editing templates or creating new templates, this article explains how to set up a parallel so that recipients only see certain questions based on their answers.
Add conditional questions to your parallel
Can I make a conditional question depend on more than one previous question?
How can I configure my conditional questions?
Add conditional questions to your parallels
Add your question (as you have formulated the rest of the questions).
For example, following the image above, we will add a Long replies field.
Click on the Add condition icon (
) at the bottom left of the new question box.
Next, choose the question you want your conditional question to depend on.
Finally, choose the answer that will determine whether the recipient of your parallel has to answer your conditional question.
Can I make a conditional question depend on more than one question?
Of course! If you want a conditional question to be shown or hided to the recipient based on their answers to two or more previous items, just select Add condition:
Note: If you add more than one condition to your question, you can choose whether the conditions are cumulative ("and") or alternative to each other ("or"). However, you cannot mix cumulative and alternative conditions.
How can I configure my conditional questions?
"Show when" vs. "Hide when": These options let you decide whether to use a positive or a negative condition.
Choose "Show when" if you want to show the question and ask the recipient based on a previous answer.
Choose "Hide when" if you want the conditional question to hide. This option is useful when you want your recipients to answer the conditional question as a general rule, except on specific occasions.
"is" vs. "is not" vs. "equal to", and many more options! Parallel adapts these options to the type of questions your conditional question depends on. For example, if the question to which you have linked your conditional question allows you to select more than one answer, there will be more options to select.