Conditional questions

For request for information and request for proposal events and templates, you can create conditional questions, allowing you to gather additional details for review. With conditional questions, you can ask suppliers to answer additional questions based on their answers to a question. For example, if you define a yes/no question, you can require suppliers to include a reason why when responding No. You can add one condition to each parent question.

What types of questions can be conditional?

To create a conditional question, you will need to create a line item where the supplier will respond (UOM) with one of the following types of values:

Types	Value
Yes or No	You can base the condition on either a Yes or No response.
Compliance	You can base the condition on either a Yes, No, or Partially response.
Number	You can base the condition on if the response value is greater than, greater than or equal to, less than, less than or equal to a set value.
Percentage	You can base the condition on if the response value is greater than, greater than or equal to, less than, less than or equal to a set value.
Date	You can base the condition on if the response is before or after a set date.
Date Range	You can base the condition on if the date range is between or not between a set date range.

Add a conditional question

1

Create a request for proposal or a request for information event.

2

Add a Service Question line item with a component.

3

In UOM, select a type that works with conditional questions.

4

Click the line item actions menu, and select Add Conditional Question.

5

On the first line, complete the statement to define when the question is asked. For example, if the UOM is yes/no, your statement could be If the answer to 1.a is Equal to Yes ask the following question.

6

Define your follow up question to ask when the condition is met.

Remove a condition from a question

• To remove a conditional question, click the item actions menu for the parent line item and select Remove conditional question.