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Tutorial 07 · Basic logic

Screening ending

Screen out respondents who are not eligible. Configure a polite survey ending and keep screening outcomes separate from completed responses.

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
EligibilityHave you used this product?Single choice · Optional initially · Choices: Yes, No
ExperienceTell us about your experienceText box · Optional initially

2. Configure the logic

  1. Choose the eligibility condition

    Choose Finish or screen out a respondent. Set Have you used this product? to equals No and click Next.

  2. Select screening

    Set Action to Screen out. Enter Thank you. This survey is for people who have used the product. in Message.

  3. Keep eligible respondents moving

    Leave Otherwise empty so Yes follows the Experience page. The navigation scope is the Eligibility page.

  4. Review the screening path

    Click Next and verify the No-answer condition leads to the screening ending. Remember that the graph’s YES label means the condition matches; here that condition is an answer of No.

In the app. Configure the condition that triggers screening ending.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 screening ending, 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
Answer No, then SubmitThe screening message appears. No completed response is created.
Answer Yes, then NextExperience opens normally.
Check Logic → SettingsThe response overview includes the screened-out count.
In the app. An ineligible respondent receives the custom screening ending after Submit.Click the screenshot to enlarge it. Press Escape to close.

Common mistakes and useful limits

  • The flow’s YES/NO branches describe whether the rule matches, not necessarily the wording of the respondent’s answer.
  • Do not put a required, unrelated question before the eligibility decision.
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