Once we have a Microsoft Forms Pro survey up and running, one way to make it more interactive and dynamic is to use branching rules. These rules allow conditions to be set on fields, and in the simplest way just show or hide fields based on values in another field. In this post we will look at how to do this.
If you are using the Net Promoter Score (NPS) field on your survey, you may wish to gather more details from your customer if they have given a 6 or below, which puts them in the Detractor category. We only want that field to be shown if that’s the case, otherwise hide it. So first let’s add the new question. We will make the field required, and deselect the visible option so it’s hidden. Put it underneath your NPS question.
Now from the top of the survey, click on the ellipsis and then click on Branching rules.
Next, click on Create rule.
Now let’s give this rule a name. Make it something logical that someone other than yourself would understand, which makes it easier to collaborate on your forms with your team. Next we are going to define the condition(s). In this case, the condition is on the NPS question, if the response given is less than 7. We can add multiple conditions if needed. We then need to state what should happen if that is true, and the condition is met. So if true, show the new question we added in the first step.
If false, we Hide the question we added, and the user doesn’t even know it exists. Save the rule, and go back to the survey.
Now once the NPS question is completed, we can see that if it’s 7 or above, the new questions isn’t displayed.
If it’s a 6 or below, we can now see our hidden question which is required. This is a very simple approach to setting conditional logic on our surveys, and this will be delved in to further in upcoming blogs.
Want to just watch how to do this? Check out the video below: