Create a logic condition for a question or page

Important 

In Collibra 2024.05, we launched a new user interface (UI) for Collibra Data Intelligence Platform! You can learn more about this latest UI in the UI overview.

Use the following options to see the documentation in the latest UI or in the previous, classic UI:

There are two ways to create logic conditions in your template.

Note Any logic that you configure via the Template Designer tab appears in the Template Logic tab, and vice versa, with the exception of page-related logic conditions, which can only be configured via the Template Designer tab and do not appear in the Template Logic tab.

Note Any logic you configure via the Template Designer tab appears on the Template Logic tab, and vice versa.

Prerequisites

You have a global role that has the Assessments > Manage Templates global permission.

Via the Template Designer tab

  1. Open the templates page and open a template.
  2. Click the question or page tab for which you want to create a logic condition.
  3. In the Properties, expand the Logic settings.
  4. Expand the settings for the relevant logic option:
    1. Visible if
    2. Editable if
    3. Required if

  5. In the Select question... field, select the question to which the user's response can trigger the action.

    Note The questions are ordered alphabetically, not in the order of which they appear in the template.

  6. Click equals, and then select a logical operator.

    Note Not all logical operators are applicable to all question types.

  7. Enter or select the relevant value or values.
  1. Open the templates page and open a template.
  2. Click the question for which you want to create a logic condition.
  3. In the Assessment Settings, expand the Logic settings.
  4. In the Visible if section, click , to open the logic condition wizard.
    The Visible if dialog box appears.

  5. Click Select..., and then select the question to which the user's response can trigger the action.

    Note The questions are ordered alphabetically, not in the order of which they appear in the template.

  6. Click Equals / All of, and then select a logical operator.

    Note Not all logical operators are applicable to all question types.

  7. Enter or select the relevant value or values.
  8. Optionally, to add another logic condition, click Add Condition, and then:
    1. Select and to add an inclusion condition, or select or, to add an exclusion condition.
    2. Click Select..., and then select the question to which the user's response can trigger the action.
    3. Click Equals / All of, and then select a logical operator.
  9. Click Apply.

Via the Template Logic tab

Note You can only create page-related logic conditions via the Template Design tab.

  1. Open the templates page and open a template.
  2. Click the Template Logic tab.
    A list of all logic conditions configured for the template is shown.
  3. Specify the conditions:
    1. Click Add New.

    2. In the Select question... field, select the question to which the user's response can trigger the action.

      Note The questions are ordered alphabetically, not in the order of which they appear in the template.

    3. Click equals, and then select a logical operator.

      Note Not all logical operators are applicable to all question types.

    4. Enter or select the relevant value or values.
  4. Specify the action that occurs if the conditions are met:
    1. In the Select an action to add... drop-down list, select an action type.
    2. In the Select question... drop-down list, select the question that will be affected if the conditions are met.
  5. Do one of the following:
    • Click Save and return, to save the configurations and return to the list of logic conditions.
    • Click Save, to save your configurations.
    • Click Return without saving, to discard your configurations and return to the list of logic conditions.
  1. Open the templates page and open a template.
  2. Click the Template Logic tab.
    A list of all logic conditions configured for the template is shown.
  3. Specify the conditions:
    1. Click Add New Rule.

    2. In the Select... field, select the question to which the user's response can trigger the action.

      Note The questions are ordered alphabetically, not in the order of which they appear in the template.

    3. Click Equals / All of, and then select a logical operator.

      Note Not all logical operators are applicable to all question types.

    4. Enter or select the relevant value or values.
  4. Optionally, to add another logic condition, click Add Condition, and then:
    1. Select and to add an inclusion condition, or select or, to add an exclusion condition.
    2. Click Select..., and then select the question to which the user's response can trigger the action.
    3. Click Equals / All of, and then select a logical operator.
  5. Specify the action that occurs if the conditions are met:
    1. Click Select action..., and then select an action type.
    2. Click Select question..., and then select the question that will be affected if the conditions are met.
  6. Optionally, click Add Action, to specify another action that should occur if the conditions are met.
  7. Click Done.
    The logic condition rule or rules that you created are shown.