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Response Rules

Automate actions based on survey response data with response rules.

Overview​

Response rules let you define conditions and actions that automatically update response fields when certain criteria are met. Rules follow this format: "If [conditions] match, then set [field] to [value]."

Understanding Response Rules​

A response rule consists of:

  1. Match Mode — Whether all or any conditions must be met
  2. Conditions — Criteria evaluated against each response
  3. Actions — Field updates that happen when conditions match
  4. Note — Optional note describing the rule's purpose

Creating a Response Rule​

Step 1: Open Response Rules​

  1. Open your survey
  2. Go to the Response Rules tab
  3. Click Create New Response Rule

Step 2: Configure Conditions​

  1. Select match mode:
    • All — Every condition must be true
    • Any — At least one condition must be true
  2. Add conditions using the + button
  3. For each condition, select the field and operator

Step 3: Define Actions​

Actions follow the format: "Set [field] to [value]". Response rules are primarily used for managing internal response workflows.

  1. Click the + button to add an action.
  2. Select the field to update:
    • Assignee: Automatically assign the response to specific team members.
    • Priority: Set the urgency level (Low, Medium, High, Critical) based on the response.
  3. Select or enter the value to be set.

Step 4: Add Note (Optional)​

Add a descriptive note explaining the rule's purpose.

Step 5: Save​

Click Save to activate the rule.

Managing Response Rules​

Editing Rules​

  1. Go to Response Rules
  2. Click on an existing rule
  3. Modify conditions and/or actions
  4. Save changes

Deleting Rules​

  1. Go to Response Rules
  2. Select the rule to remove
  3. Click Delete
  4. Confirm the action

Important Notes​

  • Action fields are loaded dynamically based on the survey's configuration.
  • Response rules can only use fields defined at the survey level (not template level).
  • The system excludes survey form fields (fields starting with "surveyFields.") from action options.

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