Loop & Merge drill-down question choices | XM Community
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Loop & Merge drill-down question choices

  • May 31, 2024
  • 4 replies
  • 127 views
Y
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Hi! I’m not a coder, but I am trying to create a survey that can loop all drill-down question’s choices. Basically, the respondent will need to choose a name in the first drop-down list, then the second drop-down list will show only the companies associated with the chosen person in the first drop-down list. Then I want to loop through my questions for all of the companies that are presented in the second drop-down list (not just the selected companies). For example, if I selected ‘Tom’ in the first drop-down list, then the second drop-down list will show the companies associated with Tom (Company A, Company B, Company C). Then the following questions will be asked for Company A, B, and C, not just the Company A Tom may have selected. I tried loop & merge the blocks of questions. But it doesn’t work the way I wanted. Can anyone help me with this? Many thanks!
 

4 replies

S
Level 6 ●●●●●●
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  • ScottG
  • Level 6 ●●●●●●
  • May 31, 2024

@Yiyawala I am not clear exactly your issue, but sounds like maybe there is too many options your trying to account for.  If the list of names isn’t too high you might find it useful to use Branch logic first, then flow into separate loop and merge questions based on company selected. 

Aggarwal
Level 4 ●●●●
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  • Aggarwal
  • Level 4 ●●●●
  • May 31, 2024

Structure can be like

 

1. Embedded Data (SelectedCompanies)
2. Block 1: Drill-Down Questions
   Q1: Please select a person (Tom, Jerry)
   Q2: Please select a company (Conditional display based on Q1)
3. Branch Logic (Set Embedded Data based on Q1)
   - If Q1 = Tom, set SelectedCompanies to Company A, Company B, Company C
   - If Q1 = Jerry, set SelectedCompanies to Company D, Company E
4. Loop & Merge Block:
   - Loop over Embedded Data field: SelectedCompanies
   - Add questions about each company inside this block
 

Y
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  • Yiyawala
  • Author
  • May 31, 2024

Structure can be like

 

1. Embedded Data (SelectedCompanies)
2. Block 1: Drill-Down Questions
   Q1: Please select a person (Tom, Jerry)
   Q2: Please select a company (Conditional display based on Q1)
3. Branch Logic (Set Embedded Data based on Q1)
   - If Q1 = Tom, set SelectedCompanies to Company A, Company B, Company C
   - If Q1 = Jerry, set SelectedCompanies to Company D, Company E
4. Loop & Merge Block:
   - Loop over Embedded Data field: SelectedCompanies
   - Add questions about each company inside this block
 

Hi, for step 2, how do I create a drill-down question with two separate questions? When I selected drill-down, it asked me to group two into one question.

Thanks for your help!

Y
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  • Yiyawala
  • Author
  • May 31, 2024

Structure can be like

 

1. Embedded Data (SelectedCompanies)
2. Block 1: Drill-Down Questions
   Q1: Please select a person (Tom, Jerry)
   Q2: Please select a company (Conditional display based on Q1)
3. Branch Logic (Set Embedded Data based on Q1)
   - If Q1 = Tom, set SelectedCompanies to Company A, Company B, Company C
   - If Q1 = Jerry, set SelectedCompanies to Company D, Company E
4. Loop & Merge Block:
   - Loop over Embedded Data field: SelectedCompanies
   - Add questions about each company inside this block
 

I took a stab at the survey flow based on your guidance. But it’s not working… Can you kindly help me with it? Thanks!

 

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