Setting Up Conditional Display of Data Groups, Data Elements, or Workflow Steps
Workflow Manager 2013 R2
You can create a template that will conditionally hide or display a data group (a screen of questions collected during a workflow step), a data element (one question in a data group), or a workflow step based on a user’s response to a question. To do this, you need to perform the following steps:
Creating a Data Element to Use for Conditional Display
To create a data element to use for the conditional display of a data group, data element, or workflow step, perform the same steps listed in Creating a Data Element to Use for Branching.
Next, proceed with Collecting the Conditional Data Element.
Collecting the Conditional Data Element
To collect the data element you created in Creating a Data Element to Use for Conditional Display, do one of the following:
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If the data group containing this data element has its When Collected? option set to At initial submission, follow the instructions in Creating the First Workflow Phase to create a workflow step that collects this data group. |
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If the data group containing this data element has its When Collected? option set to Later in the workflow, first create a workflow step with its Collect a data group in this workflow step? option set to Yes, and then assign your data group to the step using the Select the Data Group list. |
Proceed with Applying the Conditional Display Condition to a Data Group, Data Element or Workflow Step.
Applying the Conditional Display Condition to a Data Group, Data Element or Workflow Step
To conditionally display a data group, data element, or workflow step, based on the response given to a data element, do the following:
To apply the conditional display condition to a data group, data element, or workflow step:
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In the Data Group Condition, Data Element Condition, or Workflow Step Condition area of a data group, data element, or workflow step, respectively, click the Add a Condition link. |
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From the Condition Item list which appears, select the conditional data element you defined earlier. The values of that data element are automatically displayed in the Selections list. |
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From the Selections list, select the value or values of the data element for which you want to display the current item. You can select multiple values by holding down the Shift or Ctrl key while clicking. |
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Click Save to save the condition. |
Note: To update or remove this defined condition, click the Update the Condition link, which has now replaced the Add a Condition link.
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Click Update to save the data group, data element, or workflow step. |
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