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What are branches?

Branches are used to conditionally display certain questions depending on the answers of previous questions. For example, a question like “Why were you unhappy?” should only be displayed, if the previous question was answered with “unhappy” or “quite unhappy”.

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Creating branches

1. To branch a question, first go to the Surveys section and click on “Edit” to the right of the survey you would like to add the branches to. Next, click on Questions , select the question on the left which you would like to add the condition to, and then click on the Branch Question symbol from the options on the right of the question: 2. Select which answer you would like to add the branch to. For example, you may want to only ask a follow-up question about what could be improved if the worst answer was selected.
You can pick any question that comes after the main one as the follow-up question – it does not have to follow directly and can sit on a later page. A page on which no question is shown is skipped.
3. Choose which kind of branch you would like to add: You can choose to show the next question, as shown in this example, but also to hide a particular answer in the next question, to make the following question mandatory or to end the survey completely, depending on the answer which is selected.
Leave the Required toggle on the follow-up question switched off. A question with Required switched on is always shown – even if a show rule is meant to reveal it – so the branch has no effect.
If the follow-up question should only appear when the matching answer is chosen, and must then be answered, add two rules with the same answer to the main question:
  • One rule with the action show for the follow-up question.
  • A second rule with the action make the following mandatory for the same follow-up question.
A make the following mandatory rule on its own hides nothing: without the show rule, the follow-up question is always visible and only becomes required when that answer is chosen. 4. Select the follow-up question(s) for which the branching is to take effect. The prerequisite for this is that follow-up questions have already been created. In a follow-up question, you could, for example, ask for a reason for the previous answer or, more generally, for suggestions on how to improve: Making questions only visible to certain employee attributes or survey properties If, for example, you have a question that you would only like to ask the IT department, you can use the branching function to do so. Just select whether it is an employee attribute or survey property that you would like to choose from. Then select exactly which one of these should see the question. Then click Add. Now this question will only be visible to the chosen group and not everyone participating in the survey. 5. To save the branch, click Add. The branch will be listed below. Deleting branches If you would like to delete a branch, click on the cross on the right of that branch. To close the branching window and return to the questions, click on the big cross on the top right, above all the conditions. How to recognise a branch In the overview of all questions, you will see the branch symbol appear in the top right corner if a branch has been added to a question. 6. To ensure the branches have been implemented correctly, click on Preview , on the top right of your screen, to test them and see the survey as an employee would.