Conditional tasks allow you to create customized task lists for exhibitors based on their responses to 'Multiple Choice' or 'Checkbox' questions. When a conditional task is linked to a specific response option, it will automatically be added to the exhibitor’s task list if they select that option. This ensures exhibitors receive relevant tasks based on their unique requirements.
What it is: A way to trigger follow-up tasks based on an exhibitor's answer.
Works with: Multiple Choice and Checkbox response types.
Steps to Add a Conditional Task to an Option:
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Select the Response Option: Navigate to the Multiple Choice or Checkbox option where you want to add a conditional task.
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Assign a Conditional Task: Click the icon that appears to the right of the response option (this looks like a calculator icon).
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Choose Relevant Tasks: In the pop-up window, check the boxes beside any tasks you want to add to this response option. These tasks will only appear for exhibitors who select this specific response.
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Save the Settings: Once you’ve selected all relevant tasks, click “Submit” to save. The conditional tasks are now assigned and will automatically be added to exhibitors' task lists when they choose that option.
- To add a conditional task to an option, click submit.
When you link a 'parent' task to a conditional 'child' task, certain assignment settings -such as Build Type and Exclude Package configurations -will automatically inherit from the 'parent' task to the 'child' task. This means the child task will follow the same assignment rules as the parent.
To make sure the child task is only triggered when an exhibitor completes the parent task, leave the assignment fields in the child task blank. This way, the system will treat the child task as conditionally dependent on the completion of the parent task, displaying it only for exhibitors who complete the parent task first.