Create a Set Value action

Create an Action Rule to define the value in a choice question.

• Ensure the condition source exists before creating your Action Rule.
• Create a target Single Choice or Multiple Choice question that will store the data based on your Action Rule.
  Tip: If you do not want participants to see or change the pre-set answer, hide the target question before you distribute your survey. For more information, see Hide a question.

When creating a Set Value action:

• Source refers to a survey question or profile variable you will base the Action Rule on.
• Target refers to the Single or Multiple Choice question that will store the data for participants that meet your conditions.

  

1. From the Survey Builder Toolbox, under Survey Structure, do one of the following:
   • Drag the Set Value action to the Table of Contents.
   • Click the Set Value action.
   
   Note:

   • The Set Value action must appear after the question you are basing the condition on.
   • The source question and the Set Value action cannot appear on the same page.
2. In the Table of Contents, click the Set Value action.
   The Edit pane appears.
3. Optional: Edit the Action name.

   Set Value names:

   • Should be unique.
   • Can contain all alphanumeric characters and all symbols.
   • Are not displayed to participants.

   Note: The maximum number of characters is 100.
4. Optional: In the Description field, type a description for the new workflow.
   The description is not visible to participants, but it is useful for annotating the Set Value action's function. Descriptions are also displayed for groups that have been saved to the Template Library.
5. Create the Action Rule condition.
   1. From the Sources list:
      • To create a condition based on a survey question, select This Survey.
      • To create a condition based on the participant's profile data, select Profile Variable.
   2. From the Question or Variable list, select a survey question.
   3. Select the operator.
   4. From the Select answers/values list, select the values to include in the condition.
   

   Tip: Type the question, answer, or variable name to filter the options in the Select answers/values and Select answers/values lists.
6. Optional: Add another condition.
   1. Click Add next to the condition.
      
   2. To define the relationship between the conditions, click AND on the left-hand side of the new condition.
      • If you want participants to meet all conditions, select AND.
      • If you want participants to meet any condition, select OR.
7. Optional: To remove a condition, click Delete next to the condition.
   
8. Optional: To add another condition set, click Add Another Set and set the relationship between condition sets (AND or OR).
   Using multiple condition sets can help you achieve nested logic.
9. In the Action rules area, define the answer values in the target question.
   1. From the Question or Variable list, select the target question that will store the value for the new data point.
   2. From the Select answers/values list, select an answer in the target question.
   

   Note: You can only create one target per rule.
10. Optional: To duplicate an Action Rule, click Options next to the group, and select Duplicate.
    
11. Optional: To create another Action Rule, click + Action rule.
12. Optional: To move an Action Rule, click Options next to the group, and select Move Up or Move Down.
    
13. Optional: To remove an Action Rule, click Options next to the group, and select Delete.
    

Test your survey to ensure:

• The new data points are collecting data in reporting.
• Any Survey Logic or Masking conditions based on a Set Value action are working.

Parent topic: Set Value