Create a branching rule
Microsoft Forms Pro has evolved into Dynamics 365 Customer Voice, providing you with additional survey capabilities and business benefits. The change is being introduced in phases and will be available in all geographical regions in the next few weeks, except for US Government Community Cloud customers. Dynamics 365 Customer Voice will be available on US Government Community Cloud by October 2020. For more information, see the Dynamics 365 Customer Voice documentation.
When you want to ask additional questions based on responses in a survey, create one or more branching rules for those responses. Branching rules make your surveys interactive and ensure that only relevant questions are displayed to responders.
You can also choose to navigate to another question or survey, or even open a website based on the response to a question. If you have hidden a question from being displayed in a survey by using the Visible option, you can use the branching rule to display it based on the required response. For more information about setting the visibility for a question, see Create a new survey.
For example, for the question How likely is it that you would recommend us to a friend?, you can create a branching rule to ask the reason if someone responds Not likely.
To create a branching rule
Open the survey in which you want to add a branching rule.
Select the ellipsis button (…) from the toolbar at the top of the page, and then select Branching rules.
If you don't have any rules created yet, the following page is displayed. Select Create rule.
If you've created at least one rule, a list of rules is displayed in a grid. Select New rule.
In the Rule name field, enter a name for the branching rule.
In the Define conditions area, select Add condition to add a response condition.
In the first list, choose whether you want to create a rule on a question or a survey variable.
If you choose to create the rule on a survey variable, select a variable from the Select survey variable list.
If you choose to create the rule on a question, select a question from the Select question list.
Select values from the Select operator and Select response lists, respectively.
You can add more conditions by using the combination of AND/OR operators by selecting Add condition.
Select Add "If true" to add the action that will be triggered when the defined condition meets the criteria.
Select Add action to add the response action.
In the Select action list, choose one of the following actions:
- Show: Select a question to be displayed based on the response to a question.
- Hide: Select a question to be hidden based on the response to a question.
- Toggle: Toggle the state of the selected question based on the response to a question.
- Navigate to: Select the target to which a responder should be navigated.
In the Select target list, choose a target for the selected action. If you select Show, Hide, or Toggle as the action, you can select Question as the target. If you select Navigate to as the action, you can choose one of the following targets:
- Question: Skip to a question based on the response to a question. The questions between the source and target questions are hidden from the responder.
- End of survey: End the survey based on the response to a question.
- Chain survey: Open a different survey, created by you, based on the response to a question.
- URL: Open a website based on the response to a question. You must add
http://to the URL for it to work properly.
In the Select value list, enter or choose a value per the target.
Select Add "If false" to add the action that's triggered when the defined condition doesn't meet the criteria. Then follow steps 8 through 11.
After creating a branching rule, you can preview the survey and see whether the rule is working as expected.
Manage branching rules
After you've created a branching rule or a set of branching rules, you can edit, delete, or change the order of their execution. The branching rules are executed in the order they were created in.
Open the survey in which you want to manage branching rules.
Select the ellipsis button (...) from the toolbar at the top of the page, and then select Branching rules.
A list of rules is displayed in a grid.
To edit a branching rule, select Edit from the corresponding rule row.
To delete a branching rule, select Delete from the corresponding rule row.
To change the order of execution of a branching rule, move a rule up or down in the grid. To move a rule up or down, select Move up or Move down from the corresponding rule row.