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Rules

The Rules feature allows you to create automated actions based on specific survey responses. When a respondent's answer meets defined conditions, the system automatically triggers the configured action. This enables real-time monitoring of important inputs — for example, in a well-being survey, a rule can trigger an alert if a response indicates a high level of concern, allowing immediate follow-up.

Navigation

Open a Project → Select a Panel → Click Surveys → Open a Survey Workspace → Click Rules

caution

Rules are evaluated only upon survey completion. Conditions are checked after a respondent submits their responses, and actions are triggered if the defined conditions are met.

Create a Rule​

Step 1: Add a New Rule​

  1. Click Add at the top of the page.
  2. In the dialog, select the rule type:
    • Individual — Triggers based on a single respondent's answers.
    • Aggregation — Triggers based on combined responses across participants.
  3. Click Add.

Step 2: Define Conditions​

Each rule starts with an On survey completion trigger. Define one or more conditions:

  1. For If, select a Question or Attribute from the dropdown.
  2. Select an Operator — available operators depend on the selected question type.
  3. If applicable, provide a value to complete the condition (e.g., selecting Yes/No or entering a numeric value).
note

You can add multiple conditions by clicking Add Condition. Multiple conditions are combined using AND logic — all conditions must be met for the rule to trigger.

Step 3: Add Actions​

After defining conditions, add one or more actions:

  1. Click Add Action.
  2. For Then, choose an action type:
    • If Email is selected:
      • Enter the message content using the text editor.
      • Add recipients by typing an email address and clicking Add. You can add multiple addresses.
    • If Node Action is selected, complete the following fields:
      • Action Title
      • Priority
      • Response Time (days)
      • Assign To — Select users from the current project.
      • Description — Enter details using the text editor.
      • Immediately notify assignees by Email — Optional.
note

All triggered node actions are recorded and can be viewed and managed in the Actions module within the same project and panel as the survey. You can add multiple actions by clicking Add Action.

Step 4: Save the Rule​

  1. Click Save Changes in the top-right corner of the rule panel.
  2. To discard changes, click Discard Changes.

Delete a Rule​

  1. Click the rule you want to delete.
  2. In the rule panel, click Discard Changes in the top-right corner to remove the rule.