Add a Branch by Right-Clicking a Field or Control

When you want to take agents to another page in a script when they change a value in a field or a control, the easiest way to create the branch is to right-click the field or control and create the branch using options on the right-click menu.

  1. From your open script, select the page you want to add the branch to on the page selector.
  2. Right-click the field or control on the design space that you want to branch from.
    A menu opens showing branching and other options. The branching options vary depending on the item you select. You can branch from question controls when a specific question choice is selected, and you can branch from fields and controls when their value changes or when actions are taken, such as when you click a button control.
  3. To create a branch from a question control, right-click the question control and select the question response you want to trigger the branch from.
    Note: This step is necessary only when creating a branch from a question control.
  4. Select the page you want the branch to go to. The page options vary slightly depending on the item you create the branch from and which page you are on when you create the branch.
    1. To branch to the next page on the same branch level as the current page, select Go to Next Page. This option does not display when creating a branch on the last page of a script.
    2. To branch to the previous page in the script, select Go to Previous Page. The previous page is the page staff members would visit before the current page when using the script. This option does not display when creating a branch on the first page of a script.
    3. To branch to an existing page, select Go to Page (or Branch to Existing Page). A window opens where you can select the page you want to branch to.
    4. To branch to a new page, select Go to New Branch Page (or Branch to New Page). A new page is created and displays on the design space where you can add the fields and controls you want.