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How to use the matrix block

Learn everything you need to know to use the matrix block in your forms.


When to use

Use the matrix block to let your respondents choose from a set of options (columns) for multiple questions/statements (rows).

Demonstration of a matrix block.

How to use

Add a new block to your form and then select the question type Matrix. You can now customize this block to your needs with the following features.

Basic features

Each question block has basic features to present the block the way you need, for example Name, Description and Help text. And most of the question blocks have common options, like the Required and Exportability options.

More information about these basic features can be found in the help article about our form builder.

Rows

For the matrix block you can enter the list of rows you want to ask to your respondents. You can just add the desired amount of rows and enter the labels.

Tip

You can quickly supply the row labels by double clicking each item. You can then start typing right away, instead of opening each item separately.

From the list of rows you can open each row to get to the features of that single row. Over there you can use these advanced options:

  • Row

    This is the main label of the row.

  • Help text

    A row always has a label (the name of the row), but by enabling the Help text feature, you can extend that label with a help text for example to show an extra explanation. This help text is shown below the row label.

  • Required

    You can make the whole matrix required by enabling the Required feature on the whole block, but you can also set the requirement per row. By enabling the Required feature per row, you can mark specific rows to be required. In that way not all rows are required, but only the ones you mark.

  • Identifier

    By enabling the Identifier feature you can set an identifier for that row to use in the dataset (more information on identifiers over here).

Advanced options of the rows of the matrix block.

Columns

For the matrix block you can enter the list of columns that your respondents can choose from. You can just add the desired amount of columns and enter the labels.

Tip

You can quickly supply the columns labels by double clicking each item. You can then start typing right away, instead of opening each item separately.

From the list of columns you can open each column to get to the features of that single column. Over there you can use these advanced options:

Branch conditions

Logic is important to make your forms smart and conversational. The matrix block can work with the following branch conditions to help you with that:

Basic conditions (per matrix row)

  • Match one of the columns for a row.

Evaluate conditions (per matrix row)

  • When value matches your filter;
  • When value does not match your filter;
  • When value contains your filter;
  • When value does not contain your filter;
  • When value is specified;
  • When value is not specified.

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