Customer Experience Reasons based on Overall Experience

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1

New to Glide. Creating a customer service form. Customer select 1 of 3 options (Positive, Neutral, Negative) on Screen 1. Based on the section of 1 of the 3 options, the customer selects from a list of 10 reasons why the customer experience was positive on Screen 2.

The Positive, Neutral, and Negative options have different reasons associated with them and they are connected in the database through relations. How can I display only the associated reasons for the customer experience on Screen 2 that was selected from on Screen 1.

The customer would select multiple reasons for the experience and the data entered would be stored on a table for customer service responses.

2

A table like this would help:

Experience Type Reason
Positive Positive Reason 1
Positive Positive Reason 2
Positive Positive Reason 3
Neutral Neutral Reason 1
Neutral Neutral Reason 2
Neutral Neutral Reason 3

Then once your user selects 1 of the 3 options in the first question:

  • If you’re using a native form, add a choice component that points to the table above and filter the reasons by the experience type that was chosen (screen value).

  • If you’re using a custom form, same filtering would work, or you can use a relation to power your 2nd choice component.

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