⚠️ Who is this article for? This guide is for Entity Admins and users with a custom role that grants survey management access. Conditional logic is configured inside the Questionnaire page during survey setup. If you have not set up your questionnaire yet, see How to set up your survey questionnaire first.
Conditional logic allows you to create dynamic surveys that adapt based on how employees respond or which segment they belong to. Instead of showing every question to every respondent, you control when a question appears and when it must be answered — reducing survey fatigue, improving response quality, and collecting deeper insights where they matter most.
💡 Where to start: Conditional logic is configured per question in Step 4 of the Questionnaire setup — under the question's settings panel. Make sure your questions are added before you configure logic. See how to set up your survey questionnaire.
How Conditional Logic Can Be Configured
There are four ways to apply conditional logic to a question:
- Show question based on another answer — the question appears only when a specific response is selected in a previous question, so follow-up questions are shown only when relevant.
- Show question based on employee segment — the question appears only for selected employee groups, such as managers, specific departments, or employees on probation.
- Make question required based on another answer — the question becomes mandatory only when a specific response is selected, ensuring critical follow-up information is captured when needed.
- Make question required based on employee segment — the question becomes mandatory only for certain groups, enforcing required input for compliance or accountability purposes.
These configurations can also work together. For example, a question can be set to visible for a specific answer and then made required using the Required toggle within the question settings.
⚠️ Important: Questions configured with conditional logic are not included in the overall score calculation. Because they are only shown to a subset of respondents, including them in the overall score could skew results. Overall scores are calculated only from questions visible to all relevant respondents.
Understanding the Required Setting
Each question includes a Required toggle in its settings. When enabled, the question must be answered before the respondent can submit. If a question is hidden due to conditional logic, it will not block submission even if Required is turned on — the requirement only applies when the question is visible to the respondent.
Use Case 1: Show a Question Based on Employee Segment
You want to ask a retention-related question only to a specific group — for example, permanent employees in Singapore with more than six months of tenure.
In the Conditional Logic settings for that question, select Question is visible based on employee segment, then choose the relevant Attribute (e.g. Country) and Segment (e.g. Singapore). Employees in the selected segment will see the question — all others will not. If this insight is mandatory for that group, enable the Required toggle within the question settings.
Use Case 2: Make a Question Required Based on Another Answer
You want additional context only when satisfaction is low. For example, after asking "I am satisfied with the performance review process at my organisation" (rated 1–5), you want a follow-up open-ended question: "What is the main reason for your rating?" — but only when the score is 1 or 2.
In the Conditional Logic settings for the follow-up question, set the reference question to the satisfaction question, set the operator to Less than or equal to, and set the value to 2. Then enable the Required toggle. Respondents who select 1 or 2 will see the follow-up question and must answer it before submitting. Respondents who select 3, 4, or 5 will not see it at all.
Testing Before Publishing
Before launching, test all possible logic paths thoroughly. Review the survey as an employee within the selected segment and as one outside it. Test both low-score and high-score scenarios to confirm visibility rules work as intended. Verify that required questions block submission when unanswered, and that hidden questions do not trigger unnecessary validation errors.
See how to set up your survey questionnaire.
Something Not Working?
Conditional logic is not behaving as expected.
- Likely cause: The condition may reference the wrong preceding question, or the answer value may not match exactly.
- Action: Open the Conditional Logic settings and verify the correct question and answer value are selected. Use Preview Survey to test the logic before launching.
A hidden question is blocking survey submission.
- Likely cause: The Required toggle is enabled on a question that is currently hidden by conditional logic.
- Action: This should not happen — hidden questions do not enforce the Required setting. If this occurs, check that the conditional logic rule is set up correctly and re-test using Preview Survey.
A conditionally shown question is not appearing in the overall score on the dashboard.
- Likely cause: This is expected behaviour — questions with conditional logic are excluded from the overall score calculation by design.
- Action: If you need this question to contribute to the overall score, consider removing the conditional logic and making it visible to all respondents instead.
Still Need Help?
If you have questions about setting up conditional logic in your survey, reach out to us at support@engagerocket.co and we'll be happy to assist!