Webform conditionals in the WMS


announcement

This article refers to a legacy WMS process

This article refers to a process used on sites that have not been migrated to the New WMS yet.

If your site is already migrated, consult the Index of documentation for the McGill Web Management System.

OVERVIEW

Target audience:  Site Administrators, Site Managers

Webforms in the Web Management System (WMS) allow the creation of simple or nested conditionals (using 'AND' and 'OR' statements).

In this article:


info

IMPORTANT:

Before starting to use conditionals, it is necessary to understand the basics of webforms in the WMS. See the following:


How conditionals work

A conditional rule allows you to refine the flow of your form for your users, based on their responses to questions. For example: a conditional rule could allow you to create follow-up questions that are only shown if a response requiring follow-up is needed.

The example below shows a wizard-type form where prospective exchange students can find affiliated educational institutions in other cities based on:

wizard type form

note

Notes for this example:

  • All options are checkboxes, so users can specify as many languages and continents as they like
  • An advanced grid was used in order to make the display more compact

Once a student selects both a language AND a continent, affiliate institutions that apply to the selected language and continent will appear.

Conditionals

If there are no institutions that offer instruction in a particular language at a particular continent, a warning message to that effect will be displayed.

warning message

If a student selects multiple languages and/or continents, then all the applicable institutions and messages will appear.

Multiple languages


Conditional statements

Simple conditionals:

This is how the simple conditionals were set up for the monolingual institutions:

monolingual institutions

As such, their respective conditionals are simple “if-and-then” statements:

Note: They don’t require OR statements because only one language is applicable.

Nested conditionals

This is how the nested conditionals were set up for bilingual institutions:

bilingual institutions

Because these institutions use more than one language, simple “if-and-then” statements would not suffice. There must be a nested OR conditional that includes the second language in the statement:

note

NOTES:

  • Nested conditionals are added using the (+) symbol
  • Do not click on the (-) symbol on the same line as the then statement unless you want to delete the entire conditional
  • As with simple statements, you can add or delete statements within nested conditionals using the (+) and (-) symbols
  • Nested conditionals can handle multiple statements


references

ADDITIONAL REFERENCES: