Using the Filter Question setting
Who is this article for?
Users responsible for managing Questionnaire template pages.
Performance Modeller or Model Administrator permissions and Ideagen Healthcare Guardian v25.2+ access are required.
From version 25.2, questionnaire administrators have the ability to specify which top level list drives selection in a sub-level list. This may be used if you want a single top level list selection to filter available answers for more than one sub-level list.
1. Set up the lists
The same top level items must be present in each list you want to use in this way.
Configure the associated lists so that all top level items are identical, for example:
1.1 List 1: Property affected
- Personal belongings
- Cash / Credit cards
- Electronic device
- Glasses
- Vehicles
- Ambulance
- Bus
- Personal vehicle...
- Other
- Other
1.2 List 2: Property problem
- Personal belongings
- Damaged
- Lost
- Stolen
- Vehicles
- Damaged
- Fault
- Not available
- Other
- Damaged
- Lost
2. Configure the questionnaire fields
- In the Question Manager, add a level 1 list input (eg, Property.affected: Level 1).
- Add a level 2 list input (eg, Property.affected: Level 2).
- When you add a sub-level list, you will now see an additional field: Filter Question.
- If your level 2 input belongs to the same list as level 1, the system will recommend that as the Filter Question.
- (previously this association would be automatic and hidden).
- Select the Filter Question.
- Add another level 2 list input e.g., Property.problem: Level 2
- Select the same Filter Question for this input.
- The system will warn you that level 1 belongs to a different list to level 2.
- Save your changes.
3. Fill in the form
When an end user opens the form, initially they will only be able to select an answer to the level 1 question; the level 2 questions will both be disabled.
When the user makes a selection to the level 1 question, both level 2 questions will be enabled, and filtered to show only the answers applicable to the level 1 answer.
Property affected
Property problem
Note: This feature may be used for field types:
- One answer from a list
- More than one answer from a list
- One answer from a codified list
- More than one answer from a codified list