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Tutorial 03 · Basic logic

Required and optional answers

Require contact information only after a respondent gives permission, and allow it to remain blank otherwise.

Step-by-step guideSetup · Flow · Test

1. Prepare the survey

Open a practice survey from Home and click Edit. Add these pages and questions in the order shown. Click a question type in the builder palette, then select the question to edit its label and choices. Use Add Page for later pages.

PageQuestionType and setup
Contact preferenceMay we contact you?Single choice · Optional initially · Choices: Yes, No
Contact preferenceContact emailEmail · Optional initially

2. Configure the logic

  1. Create the condition

    Choose Make an answer required or optional. Set May we contact you? to equals Yes, then click Next.

  2. Require the email

    Set Action to Make required and select Contact email. This overrides the question’s normal required setting while the condition matches.

  3. Make the other path explicit

    Expand Otherwise. Add an action, choose Make optional, and select Contact email. The question stays visible on both paths.

  4. Review the requirement

    Click Next. Confirm that Yes makes Contact email required and No makes it optional. Use Try answers to inspect each branch.

In the app. Configure the condition that triggers required and optional answers.Click the screenshot to enlarge it. Press Escape to close.
In the app. Choose the action, its target and any Otherwise behaviour.Click the screenshot to enlarge it. Press Escape to close.

3. Review the logic flow

Read the final flow before saving. For conditional rules, YES means the condition matches and NO means it does not. An unanswered source can leave the rule waiting. Use Try answers when it is available, or Back to adjust the setup. View full survey flow provides the surrounding page order and saved rules.

In the app. The final flow review for required and optional answers, before Save logic.Click the screenshot to enlarge it. Press Escape to close.

4. Save and publish

  1. Save the reviewed logic

    On the final wizard step, click Save logic. Your changes join the survey draft. If the tutorial creates more than one rule or setting, complete and save every part before publishing.

  2. Confirm the draft is saved

    Close Logic. Wait for the builder’s save/sync status to complete. You can reopen Logic to check the saved rule or setting. Save logic does not by itself update the public survey.

  3. Publish the survey

    Click Publish in the builder, then Publish Now in the confirmation. Use the public link to test the published survey. After later edits, publish again before checking the live result.

  4. Test in a fresh respondent tab

    Start with a fresh public survey tab. If you already had an older published version open, reload and start a new response. Use a practice survey for test submissions.

5. Test the respondent experience

Run both the matching and alternative cases. Change answers and revisit earlier pages where the test asks you to, rather than testing only one path.

Try thisExpected result
Yes and a blank emailSubmit is blocked and the email field is highlighted.
Yes and a valid emailThe respondent can complete the survey.
No and a blank emailThe respondent can submit without an email.
In the app. A Yes answer makes the email required; a blank submission displays validation feedback.Click the screenshot to enlarge it. Press Escape to close.

Common mistakes and useful limits

  • Making a field optional does not hide it. Add visibility logic only if you also want to remove it from view.
  • Use an Email question so email-format validation is available.
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