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Configure Question Rules

Once you create Questions, some CASs allow users to add Question Rules. Question Rules allow you to define how applicants interact with questions and answer options. Where available, rules can be configured once you’ve added Questions.

Configure Question Rules

Question Visibility

The Question Visibility rule allows you to hide specific questions until an applicant enters an answer and/or meets specified conditions. You create conditions for a Trigger Question that display additional questions, known as Affected Questions, based on the applicant’s answers.

For example, if “Other” is an answer option for a “How did you hear about us?” question (Trigger Question), you can set a secondary question of “If Other, please explain” (Affected Question) to appear when an applicant selects “Other.”

To configure question visibility:

  1. Click Rules Builder under Settings.
  2. Click Add Rule.
  3. Select Question Visibility from the Rule Type drop-down.

    Question Visibility selection.jpg
  4. Select the Affected Question or Question Block. This is the Question or Question Block that you want to hide until an applicant answers a separate Trigger Question. Question Blocks appear in bold text and Questions are listed under the Question Block they belong to. Use the Search bar to quickly locate a specific Question or Question block.

        config-portal-question-rule1.png
  5. Next, select Any or All from the operator drop-down. If you select Any, the Affected Question appears once the applicant meets any of the conditions you specify. If you select All, the Affected Question appears once the applicant meets all the specified conditions.
  6. Select your Trigger Question from the drop-down. This is the question that the applicant must answer to show the Affected Question. All configured questions with selectable answers are available.

    config-portal-question-rule2.png
  7. Then, select your answer option from the next drop-down. This answer will trigger the display of the Affected Question.

    config-portal-question-rule3.png
  8. Click Add Condition to continue adding conditions, as needed.
  9. Click Save.

Once saved, the rule appears on the Question Rules page and can be edited or deleted, as needed.

Conditional Answer Options

The Conditional Answer Options rule allows you to display different answer options based on an applicant’s answer to a specific question. In other words, you can “link” questions together so that an applicant’s answer to Question 1 (Linked Question) changes the answer options that appear for Question 2 (Affected Question).

For example, you want to ask applicants “What is your Major?” (Linked Question). You want the answer options to the subsequent question, “What is your Concentration?” (Affected Question) to change based on the applicant’s answer to Question 1. So, if an applicant selects “Biology” for the Linked Question, the options for the Affected Question will be “Microbiology,” “Cellular Biology,” etc., and if an applicant selects “Chemistry” for the Linked Question, the options for the Affected Question will be “Inorganic Chemistry,” “Organic Chemistry,” etc.

Note that Linked and Affected questions must be part of the same Question Block.

To configure conditional answer options:

  1. Click Rules Builder under Settings.
  2. Click Add Rule.
  3. Select Conditional Answer Options from the Rule Type drop-down.

    Conditional Answer Options selection.jpg
  4. Select the Affected Question. This is the question whose answer options will change based on the answer to a separate Linked Question.
  5. Select the Linked Question. This is the question that will be answered first and will change the answer options of the Affected Question selected in the previous step.

    config-portal-question-rule-linked-questions.png
  6. Next, create Conditional Answer Sets for both the Linked Question and the Affected Question. Select the answer option for the Linked Question on the left that will change the answer options available for the Affected Question on the right.

    config-portal-question-rule-conditional-answer-sets.png
  7. Click Add Answer Set to add more answer sets, as needed.
  8. Click Save. Once saved, the rule appears on the Rules Overview page and can be edited or deleted, as needed.

Change Deadline

The Change Deadline rule allows you to create multiple deadlines per program and display the correct deadline based on an applicant’s answer to a program-specific or Extended Profile question (if available in the CAS). This allows you to create fewer programs in the Configuration Portal while still giving you the flexibility to establish different deadline dates. For example, one program can be created with different deadlines based on an applicant’s answer to a citizenship or military status question.

To configure change deadlines:

  1. Click Rules Builder under Settings.
  2. Click Add Rule
  3. Select Change Deadline from the Rule Type drop-down.

    Change Deadline selection.jpg
  4. Under Name, enter a name for the deadline that only you and your program see (e.g., US applicant deadline).
  5. Under Conditions, select the alternate deadline and how it displays to applicants in the Applicant Portal from the drop-down (e.g., deadline date, an earlier date, or as Rolling).
  6. Select if you want the alternate deadline to occur based on any or all of the conditions you establish. 
  7. When establishing the question triggers, select from the first drop-down if the question is from your program configurations or the Extended Profile (if available in the CAS).
  8. In the second drop-down, select the question.
  9. In the third drop-down, select the answer that changes the deadline for the applicant.
  10. Click Add Condition to add additional question triggers for this alternate deadline.

    Change Deadline template.jpg
  11. Click Save.

Continue adding alternate deadlines. Once completed, reorder your deadline rules into highest to lowest priority. If an applicant selects an answer that offers multiple deadlines, then the deadline that you select as highest priority displays.

  1. From the Rules Builder page, click Prioritize Deadline Order.

    Change Deadline filter.jpg
  2. Click and drag the deadline rules into your preferred order.
  3. Click Save.

Fee Waiver Qualification

The Fee Waiver Qualification rule allows you to configure an automatic program fee waiver based upon an applicant’s response to a question that you've already created. For example, you can choose to grant a fee waiver if an applicant selects Yes to your program question "Are you a US Veteran?"

Note that you can have only one Fee Waiver Qualification rule per program.

To configure a fee waiver qualification:

  1. Click Rules Builder under Settings.
  2. Click Add Rule
  3. Select Fee Waiver Qualification from the Rule Type drop-down.

    Fee Waiver Qualification.jpg
  4. In the first drop-down, select the question. Then in the second drop-down, select the answer that qualifies the applicant for an automatic fee waiver.

    Fee Waiver Qualification Answer.png
  5. Click Add Condition to continue adding conditions, as needed. You can add as many questions and answers that qualify the applicant for a fee waiver. If you add multiple conditions, note that fee waivers are awarded if any of the conditions are met.
  6. Click Save. Once saved, the rule appears on the Rules Overview page and can be edited or deleted, as needed.

Deleting Questions Associated with Question Rules

Note that deleting a Question associated with a configured Question Rule will also delete the Question Rule. If you’d like to remove a condition from an existing Question Rule, you can do so on the Rules Overview page.

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