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    Need help in setting up survey form with multiple categories and subcategories

    Asked by sierrasdsvp on November 05, 2014 at 10:39 AM

    I have set logic so that depending on what is selected from a drop down, the user is taken to a specific matrix, which are all on different pages. After they answer that question, I want them to skip the rest of the matrices, and go to the next question. It appears I can't add logic to a matrix, only a form field. 

    What should I do?

    I would love to chat directly with someone from Jotform for some specific help. Please do call me at 858-412-5331, or email at sierra@sdsvp.org.

    Or respond in the forum!

    Page URL:
    http://form.jotformpro.com/form/43076887215967

    next form field different selected
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    JotForm Support Manager

    Answered by Jeanette on November 05, 2014 at 10:58 AM

    You are right,  so far conditional logic cannot be applied to the standard matrix (under Survey Tools)

    You might want to try radio buttons instead. Or, use our dynamique matrix widget, as on this form

     

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    Answered by sierrasdsvp on November 05, 2014 at 12:38 PM

    Hi Jeannette, I am really struggling. I don't want to conditional logic to depend on how the answer in the matrix, just that after they answer the question (in any way), they skip to different page. 

    Basically, I want them to select their first choice category (a field, not a matrix) then based on that answer they skip to a matrix of subcategories to rank. I have this part figured out. Then after they rank their subcategories, I want them to skip to the field where they select their second choice category. Right now, after they rank their subcategories, it just goes to the next page, which is not necessarily the field allowing them to select their second choice category. 

    I would really appreciate the support! I don't think that the dynamique matrix widget works. I'm basically looking for skip logic. 

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    JotForm Support

    Answered by Kiran on November 05, 2014 at 01:30 PM

    I understand that the user selects one choice from Art, Animals and Health and then their respective category. Based on the category chosen, the user proceeds with filling the matrix of subcategory. Is that correct?

    This may be simplified by having all the categories in one page and subcategories in another page. This enables to hide the unrelated category or subcategory by using conditions wizard rather skipping to various pages which may be difficult.

    Please check this demo with hidden fields using conditions wizard for Arts category.

     

    http://www.jotformpro.com/form/43084791140957

    Similarly, the other subcategories can also be shown by setting up few more rules.

    Please let us know if doesn't work for you so that we will look into this further.

    Thank you!

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    Answered by sierrasdsvp on November 05, 2014 at 01:42 PM

    I have been playing around with this since I first posted so it may not have been clear. The purpose of this is for people to vote on a specific subcategory. 

    I want them to rank their top 3 high level categories, and within those high level categories, I want them to rank subcategories. They could:

    a) select their first choice category, and then the subcategory that corresponds their first choice, then then select their second choice category, and then the subcategory that corresponds to their second choice category, and then the same for their third choice. 

    b) Select their top three categories all at once, and then select the sub categories for each of those three. 

    I don't see a link to the demo. Is it possible to talk on the phone? I could easily set up a screen share also. 858-412-5331. I have so appreciated Jotform up to now, and am so frustrated. I've been working on this for hours and hours... help! 

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    JotForm Support

    Answered by Kiran on November 05, 2014 at 02:16 PM

    Unfortunately, we are not offering any telephone support at the moment. I understand how frustrating it can be in a situation like this. Let us help you with this. 

    Please let us know the following so that we will be able to guide in the right direction.

    1. I see 3 choices in your JotForm viz., Art, Animals and Health. Will there be more choices to choose, like 3 out of 5?

    2. Are the categories and subcategories same for each choice?

    Though the demo JotForm needs to be modified with your requirement now, please take a look at it to see how it works.

    http://www.jotformpro.com/form/43084791140957 

    We will wait for your response. Thank you!

     

     

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    Answered by sierrasdsvp on November 05, 2014 at 02:24 PM

    Ok, I'm sorry that I can't get any phone support, but lets work through the forum. I want respondents to rank their top three categories from the following choices: 

    Arts, Culture and Humanities

    Education and Research

    Animal Welfare

    Environment

    Health

    Legal and Crime

    Human Services

    Military and their Families

    Poverty Alleviation and Economic Development

     

    For their three selections among the above, I want them to force rank a set of subcategories within that primary category. I currently have the above categories listed in drop downs (select a first choice from a drop down, select your second choice from a drop down, select your third choice from a drop down). Based on what they select in those drop downs, I want them to be taken to a set of subcategories to force rank. Subcategories for each of the primary categories listed above are currently in matrices. 

    Suggestions?

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    JotForm Support Manager

    Answered by Jeanette on November 05, 2014 at 03:12 PM

    I guess that putting the matrixes in page breakers and adding "Skip to page" conditional logic might help

    Please see how my demo form might work.

    http://form.jotformpro.com/form/43085438594969

     

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    Answered by sierrasdsvp on November 05, 2014 at 03:24 PM

    The part where you select a first choice, and then the categories pops up might work. How did you do that? 

     

    I would want the options for first choice to be: 

    Arts, Culture and Humanities

    Education and Research

    Animal Welfare

    Environment

    Health

    Legal and Crime

    Human Services

    Military and their Families

    Poverty Alleviation and Economic Development

     

    Once one of those is selected as a first choice, I want them to rank the related subcategories, which are currently in matrices. How do I do that?

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    Answered by sierrasdsvp on November 05, 2014 at 03:30 PM

    Kiran, I realize in my prior reply to you that I may not have clearly answered #2. yes, the categories and subcategories  are the same for each choice

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    JotForm Support

    Answered by Kiran on November 05, 2014 at 04:24 PM

    Thank you for the clarifications. The categories are shown based on the selection by using conditions wizard.

    Though we have same categories and subcategories, I think we may need to duplicate the fields for categories and subcategories on the form to capture the results for each category/subcategory.

    Please allow me some time to work on it and get back to you. Thank you!

     

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    JotForm Support

    Answered by Kiran on November 06, 2014 at 09:35 AM

    Please see the below modified JotForm now and hope it works for you.

    http://www.jotformpro.com/form/43084791140957

    You may clone this JotForm to your account by following the guide below and make necessary changes.

    http://www.jotform.com/help/42-How-to-Clone-an-Existing-Form-from-a-URL

    Let us know if you need further assistance in this regard.

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    Answered by sierrasdsvp on November 06, 2014 at 01:21 PM

    Kiran, I think that this is a major step in the right direction. Thank you! I have cloned it to my forms and modified the text a little. 

    Is it possible to adjust the matrix so that only one column can be chosen? For example, right now, each of the subcategories can be the respondents "first choice". Ideally, only one row of the matrix can be first choice, only one row can be second choice and so on.

    My goal is to rank. If each one can be 1st choice, then its not really a ranking. 

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    JotForm Support Manager

    Answered by Jeanette on November 06, 2014 at 02:05 PM

    There is no way to accomplish that with Matrix in our builder.

    In that case you might need to download the source code of the form and make a script that will sort that out. Or you'll have to hire a programmer to do this script.