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How do I create a conditional question?

Learn more about creating conditional questions in Precisely templates

Setting up template questions is one of the main steps in template creation and automation.

To be able to create a contract, users drafting from that template will only have one thing to do: answer those pre-set questions in a form of a questionnaire, and that's it! Check out how fast & easy it is to draft contracts in Precisely.

Making questions conditional

Precisely template editor enables you to use many smart features, among others it lets you make your questions conditional.

Questions can be made conditional by turning on the "Add condition" toggle in the question editing view. By making a question conditional, it could be shown, or not, depending on what the answer to a previous question is.

  • Example: A non-disclosure agreement might contain the question “Shall a penalty clause be included in the contract in case of a material breach?”. If the answer is “Yes”, a conditional question asking “What shall the penalty amount to in case of a material breach?” could be included.

Add condition toggle in reference

Conditional questions are recognizable in the questions list: they are branded with a yellow color.

Conditional question

Creating Condition Groups

Conditional questions can use AND and OR operators to create more advanced logic.

Each condition group can only use one operator (either AND or OR). All conditions within the same group use that operator.

Adding conditions to a group

To add a condition within an existing group:

  1. Click the + Add button and select Add condition

The selected operator for the group will automatically apply to all conditions within that group.

Creating additional condition groups

If you need to combine different logic types (for example both AND and OR), create additional condition groups.

  1. Click Add condition group.
  2. Select how the new group should connect to the existing conditions (AND or OR).
  3. Add the required conditions to that group.
  4. Click Save

Each condition group can use a different operator, allowing you to build more complex conditional logic.

P.S: Make sure to learn more about Precisely's advanced way of creating automated templates 

and setting up formulas, conditional blocks, conditional rows, and even conditional approvers.