4 Replies Latest reply on Aug 13, 2014 12:07 PM by Meredith D'Ambrisi

    Form Visibility Rules Based on 2 Previous Questions

    Meredith D'Ambrisi
      Hi,
      Does anyone know a way to create form visibility rules for the 3rd question in a field set that is dependent on the first 2 answers?

      So for example: 
      1. Choose your favorite color: red, blue green
      2. Choose your 2nd favorite color: only show the answers not chosen in question 1
      3. Choose your 3rd favorite color: only show the answer not chosen in questions 1 and 2

      Thanks!
        • Re: Form Visibility Rules Based on 2 Previous Questions
          Hey Meredith,

          Yes, it's possible and much more manageable with only 3 options between them. Using forms 2.0, you would set up visibility rules for the second two questions, but they would always be showing. Where the visibility rules come into play are the selections available. So for your example, in question 1 they select green. Then, question 2 would have the visibility rule set up like this:
          If Color is Green, the options would be Red and Blue. If the Color is Red, the options would be Green and Blue. Where it gets tricky is accounting for question 1 in the question 2 answer. You could do this by changing the format of the answer in question 2 to show the same answer, but have the system see it differently. Again, going back to your example, I select Green the first time. That means red and blue are still available. But if I select blue the second time, the third answer can be red or green because there is no way for the system to know if green or red was selected the first time because the form hasn't been submitted. But, if you change the format of the answer, you can tell the system which was selected first. 

          Here is an example of a possible flow:
          Question 1: Green
          Question 2: BLUE
          Question 3: Red (because blue was capitalized)

          OR

          Question 1: Green
          Question 2: red
          Question 3: Blue (because red was in lower case)

          What if I selected Blue first....
          Question 1: Blue
          Question 2: green
          Question 3: Red (because green was lower case)

          OR

          Question 1: Blue
          Question 2: RED
          Question 3: Green (because red was capitalized)

          Does that make sense? I know that this is probably hard to follow, so let me know if you have any follow up questions! It's pretty difficult to type out...
          • Re: Form Visibility Rules Based on 2 Previous Questions
            Hi Jeff,

            Would the logic you provided work with more than three options?

            Thanks in advance!
            • Re: Form Visibility Rules Based on 2 Previous Questions
              Hey Amy,

              I think it would, but it would get a lot more complicated. You would need more variations and managing it would be quite difficult. I do think it's possible. I have not tried, but in the world of Marketo logic, I do think it is possible.