Adding Questions and Conditions

Field workers ask respondents questions as part of a structured questionnaire. All questions must belong to a section. Follow these steps to add a question to a section:

Step 1 : Click on the "Add Question" Button

• Locate the section where the question will reside, and click the "Add Question" button.

Step 2 : Enter Question Details

• Provide the question text.

• Add a description if you wish to elaborate further on the question. This will show up on the mobile app as a hint or an info text.

Step 3 : Map to Eligibility Criteria (Optional)

• If applicable, link the question to an eligibility criterion. [Learn how to add Eligibility Criteria here.]

Step 4 : Mark as Mandatory (Optional)

• Indicate if the question is mandatory by selecting the appropriate option.

Step 5 : Enable Answer Masking For PII (Optional)

• Use answer masking to protect Personally Identifiable Information (PII). Masked data will not be visible to web users without PII view permissions.

Step 6 : Select Answer Type

• Choose the appropriate answer type from the available options.

Step 7 : Add a Placeholder

• Provide a placeholder to guide field workers on the type of information required in the input field.

Step 8 : Terminating Answer (Optional)

If you want the survey to end based on a particular answer. e.g. if you want to end the survey for a question "Are you above 18 years of age", for people that answer No, set the Terminating answer as No.

Step 9 : Add Answer Options.

• Set answer options for this question. You can set multiple answer options.

Answer Validations

1. Answer Validations help you setup a few conditions on the answers being collected.

2. Currently supported validations

   1. Date Validation.

      • Before a Date : Calendar will allow to select values before the specified date.

      • After a date : Calendar will allow to select values after the specified date.

      • Date Range - Calendar will allow to select values between the specified dates.

      • Duration between form filled and Chosen Date - This helps you set specific years/ months/days before which the calendar will not allow field workers to select. e.g. if "Min year" is selected as 18, then the calendar on the form will not allow an input for Dates that are less than 18 years ago.

   2. Number Validations.

      • Can set an answer validation for between 2 numbers.

      • These can be specified as whole numbers or decimal numbers.

Step 10 : Set Edit Condition

• Choose how field workers can modify with this question’s answer:

  • Editable: Select this option to allow field workers to modify the answer freely.

  • Non-Editable: Choose this to prevent field workers from changing the answer.

  • Increase Only: For numeric values, select this if you want to allow field workers to only increase the value.

  • Decrease Only: For numeric values, select this if you want to allow field workers to only decrease the value.

Step 11 : Configure Multi-Language Text

• Add translations or multi-language text if necessary.

Step 12: Hide/Unhide the Answer Options

• You can now control the visibility of individual options for field workers. This will allows administrators or supervisors to choose which options are visible in the survey interface.

• If an option is hidden, it will not be shown to the field worker during survey completion.

• This feature is designed to hide options, not delete them.

  

Note: Hidden options will remain intact in previously collected data. If a field worker has already selected a now-hidden option, that selection will still appear in the survey until it is manually changed or edited by the field worker

Step 13 : Set a Unique Tag

• Assign a unique tag to the question. Tags are useful for pulling specific data during reporting.

Step 14 : Save the Question

• Click "Save" to add the question to the section.

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Conditional Question Features in the Questionnaire

1. Repeat Questions Based on Conditions

Use this option to configure questions that repeat based on the input to another question.

Steps to Set Up:

1. Select a question.

2. Click on the gear icon ( ) to open the config

3. Go to the conditions tab and check the checkbox for "Repeat Question Based on a Condition."

1. Select a section and question to define the repeat condition. The selected question must have an answer type of "Number."

1. Click on Save.

The question will repeat the number of times specified by the field worker’s input.

Example: If a question asks, "How many earning members are there in your household?" and the answer is "2," the same question will repeat twice, asking for the monthly income of each earning member individually.

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2. Make Questions Visible Based on Conditions

This option allows you to create branched questions by setting the visibility of a question based on answers to other questions.

Steps to Set Up Question Visibility:

Step 1 : Select the question

Step 2 : Click on the gear icon ()

Step 3 : Go to conditions tab

1. Check the checkbox for "Make Questions Visible Based on Conditions."

Step 4: Click Add More to define conditions.

Step 5 : Select a section and question to base the condition on.

Step 6 : Specify the answer(s) that should make the question visible. and Click on the save Icon.

Step 7 : Click on Add more and add more conditions if required.

Step 8 : Close the popup.

Step 9 : Click on the condition equation.

Step 10 : Set up the condition equation by selecting relevant questions and using operators like OR, AND, or parentheses () for complex logic.

• Example: (1 OR 2) AND 3 means either Question 1 or Question 2 must be true, and Question 3 must also be true for the question to appear.

Step 11 : Click Save.

Example: If a respondent answers "Yes" to "Do you own a vehicle?" a follow-up question, "What type of vehicle do you own?" will appear.

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3. Change Answer Based on Conditions

This option is available only for single-select questions and is primarily used with supporting documents to update a target answer automatically.

Steps to Set Up:

1. Check the checkbox for "Change Answer Based on Conditions."

2. Click on the link "Supporting Documents and Target Answer."

3. Select the required document type from the dropdown list.

4. Choose the target answer that should be updated based on the document’s availability.

5. Click Save.

Example: If a field worker helps a respondent obtain an Aadhaar Card and marks it as a supporting document, the corresponding question, e.g., "Does the respondent have an Aadhaar Card?" can be automatically updated to "Yes."