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Using Filters
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You will have noticed the menu on the right of the main questionnaire building screen.
You control a respondent's path through the questionnaire by using FILTERS. These are the way that you instruct Survey Swift to present questions based on the selections made by the respondent.
Filters can only be attached to questions where the response type is known. You can't attach them to numeric or text input responses.
Filters have four control elements:-
- whether the response IS or IS NOT
- WHICH response is matched
- WHAT to do (GO TO, SKIP etc.)
- VALUE to be used (e.g. GO TO Section 3)
Filters can be divided into two types, Simple and Advanced. Simple filters allow you to move to or skip other sections of your questionnaire depending upon the input. These are the ones you will use most of the time.
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Simple filters
We are now going to use this to add a filter to question 1 so that a "No" response is taken straight to the closing page.
Click the drop down list and select the question for your filter. The click the small tick box to open up the filter control panel.
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For this simple skip, use the drop down boxes in sequence to select the correct parameters and then click the tick box.
Have a look at all of the options as you do so.
Tip: If you need to edit your filter, click on the little pencil icon next to it.
Another Important Tip: In many cases you will find it easier to use sections to group questions and to use the "Do not ask" option in the filter list.
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Advanced filters
Now we will look at an example of a more complex filter.
You remember that in the previous section we made a copy of Q3 to build Q8? So we have a copy of all the responses from Q3 in Q8. This filter allows us to ask the ranking question ONLY for those items in Q3 in which the respondent has indicated an interest.
The following sequence of screen shots illustrates this better than a description can do. Here is the setting sequence:
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These simple filters, used in combinations on the key questions, provide most of the controls that you need.
Experiment, play, see what happens and learn quickly.
Here, to the left, is Q3.
Note that the respondent has checked three boxes only.
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Now here is Q8.
Now see that only those three checked options are shown!
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Things to think about
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Careful how you construct your loops. You can end up in a circle!
Use Chapters and Sections on surveys of over 10 questions when using Filters.
The "Do not ask" filter is very powerful. I find that I use it more than any other.
Test carefully.
Beware of using filters on optional questions.
If you are using several filters, check your logic on paper.
OK, it's time to learn about using the Closing Page effectively.
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