Remark Web Survey allows you to build branching into your web forms. Branching allows you to direct the respondent to another part of the web form based on how one or more questions are answered. For example, you might ask the following question: Have you recently contacted our service department? Yes or No. If the respondent selects "Yes" you may direct them to a series of questions about your service department. If the respondent selects "No" you may let them continue with the next question on the form.
Branching gives you flexibility in form design so that you can better select questions targeted to your respondents. At the same time, it makes the form easier to fill out because the questions are tailored to the respondent.
In order to use branching, you must first add pages and questions to the web form. You can then add branching references so that if particular responses are chosen, the respondent is automatically taken to a specific page of the web form.
Caution: We strongly suggest that you first build the entire web form and then add branching. It is much easier to add branching once you have all of the questions/pages created. Note that branching is page specific, meaning that you can only branch to a question on a different page. If you change the web form at a later point, Remark Web Survey will resolve the established branch patterns. However, for ease-of-use purposes, it is easier to create the branches with a completely built web form. Branching is setup at the page level. Once you have setup the pages on the form, you can go back and establish the branching patterns.
To setup branching:
- Double click the page node to which you want to apply the branching pattern(s).
- Click the Branching setup link to view the Branching Criteria Builder window.
Note: You will notice that there is a Criteria translation box below the branching options that will display your branch patterns as you build them. You cannot edit the text in this window, but you may use it to double check your logic when setting up your branch patterns.
- If desired, select whether to view the questions in the Questions column of the branching grid by Text (question text) or Field Name. This setting resets itself each time you use the Branching Criteria Builder window.
- In the Questions column, select the first question on which to base the branch pattern.
Note: You may resize the columns in this grid as you see fit.
- In the Operator column, select the appropriate operator for the branch pattern (e.g., Q1 = Yes or Q1 <> No).
- In the Response column, select or enter the question's response on which to base the branch pattern.
- In the Action column, select the next action. If you want to add more parameters to the branch pattern, select And or Or, depending on whether the next criterion must be true (AND) or can be true (OR) in addition to the previous criterion. If you want the respondent to go to a particular page based on this question and response, select Go To.
- If you have selected Go To in the Action column, select a page in the Target column. If you have selected And or Or in the Action column, leave the Target column blank.
- Continue to add branch statements as needed. You will notice that based on the operators used and other criteria, the row headers in the grid update with Rule numbers. The Rule numbers provide you with a quick way to see patterns in your branching criteria.
- If desired, use the Group Statements and Ungroup Statements buttons to refine the branch patterns. For example, if two parts of the pattern belong together, you may select them in the grid and then click the Group Statements button. Click and drag the row headers to select items to group together. When statements are grouped, Remark Web Survey will evaluate them together before going on to the next branch sequence.
- When you are finished building your branch pattern, go to the If none of the specified criteria is met always branch to setting. In the If none of the specified criteria is met always branch to drop-down list, select the page to which respondents should be taken in lieu of any other branch patterns. Select Next Page in Sequence to have the respondent go to the next page on the web form when the current page is submitted. Otherwise, select the appropriate page to return to the respondent when this page is submitted.
- Click the OK button to save your changes.
Note: When using branching with hidden questions that allow multiple responses, you will not have a drop-down list available in the Response column. You will need to manually enter the valid responses separated by commas and enclosed in parentheses. You may have an unlimited number of branch patterns in your web form.
Note: You will receive a warning when attempting to publish a completed web form if the web form contains circular references. A circular reference could put the respondent in an infinite loop when submitting the web form, indicating that you have not given them a way to successfully submit the web form based on their responses. Therefore, setup branching patterns carefully, ensuring a smooth transition from page to page regardless of the response chosen.