You can make questions in a request form conditional on the answers of a previous question. For example, you can choose to only include SOC 2-related questions if the requestor has already confirmed the supplier has a SOC 2 report.
Conditional questions help you reduce the number of questions requestors have to fill out to create a request.
Make a Question Conditional
Requires the following role: Owner
To add a conditional question to a request form:
- In Tropic, go to Settings --> Purchase Categories.
- Click the ellipsis [...] for the category you want to update
- Click Edit Form.
- Select the Request Form page to edit
- Select the question you'd like to edit
- Click the Edit icon.
- Toggle Show this question when specific conditions are met.
- Select the question, operator, and answers for the condition.
- Click Save.
The is and is not operator supports one answer. The includes operator supports multiple answers.
Once configured, the conditional questions will dynamically appear in the form only when the specified conditions are met. For example, if a requestor confirms the supplier has a SOC 2 report, the relevant SOC 2 questions will display in the form. This ensures a clean, intuitive experience for requestors while maintaining a well-structured workflow.
Connecting to Workflows
By using conditional questions effectively, you can align your request forms with Tropic workflows. For instance, responses to conditional questions can trigger approvals or task assignments, ensuring the right stakeholders are involved at the right time. This integration enhances both the efficiency and accuracy of your procurement process.
Additional Resources
For more information about Workflows, please refer to the documentation and training guides available in our Help Center.