Employee

Set up Navigate Based on Responses

2025-02-25
NOTE
The Navigate based on responses feature can only be configured when creating or editing a To-do from the dashboard.

1. Understanding the Feature

The [Navigate based on responses] feature automatically controls which question appears next based on the task assignee's response, enabling a customized workflow suited to each situation. Unnecessary questions are skipped so that only the questions that truly matter are displayed in order.

  • flow control: Questions that are not needed are automatically skipped (marked as Skipped) based on the task assignee's response, improving task efficiency.
  • Reference for 'Section' Items: A 'Section' is an information-only item that requires no response, so [Navigate based on responses] cannot be set on it directly. (However, it is Possible to configure another general question to navigate to that 'Section' based on its response.)
  • When the feature is not configured: Questions that do not have this feature enabled will move to the Next question right away when answered or skipped.​

2. Configuring the Feature

Step 1: Prepare Basic Settings

1. First, create the questions for which you want to set Navigation rules. (Reference: ▶︎ Create a template >)

2. Click the [Navigate based on responses] toggle button at the bottom right of the question to Activate it.

Step 2: Configure Navigation Rules by Type

The [Navigate based on responses] feature works in two ways.

Navigate based on the selected response

Applicable components: Multiple choice, Dropdown (Excluding Multiple selection)

⚠️ Reference: The Multiple selection component does not support this Option because selecting multiple Items simultaneously can cause conflicts in the navigation path.

You can assign a different navigation path for each View the task assignee selects.

  • Go to the next question: Moves to the immediately following question upon selection. (If it is the last question, Submit and Finish Right away.)
  • Question n: Skips intermediate questions and moves directly to the specified question upon selection.
  • Submit and Finish: Skips all remaining questions and immediately submits and finishes the task upon selection.​

Navigate based on whether a response was given

Applicable components: All components except Multiple choice and Dropdown (Single selection)

Assigns the navigation path for when a response has been Completed or Skipped, regardless of the content of the response.

  • Go to the next question: Moves to the next question after responding. (If it is the last question, Submit and Finish Right away.)
  • Question n: Skips intermediate questions and moves to the specified question after responding.
  • Submit and Finish: Submits and finishes immediately after responding, without displaying any remaining questions.​

💡 Tips for Skip Settings

  • Skipped status: Questions that are skipped in the middle are not displayed on screen during the actual task and are processed with a 'Skipped' status.
  • Navigation rule for skipped questions: Navigation rules for cases where a question is skipped without a response can also be configured individually. However, since 'Must answer' questions cannot be skipped, no configuration item is provided for them.
  • Navigation direction restriction: Navigation rules can only be set in the forward direction (to later questions); setting a backward direction to return to a previous question is Impossible.

Step 3: Complete the Settings

1. After entering all detailed rules, click the [Apply] button at the bottom right.

2. Apply the same Navigation rules to any other questions as needed to match the overall task workflow.

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