Iterate for all entities in a previous loop

Example of an “Iterate for all entities in a previous loop” Loop Summary Table

This type of loop allows the respondent to Loop through a series of questions in relation to a prior “parent” loop.  For example, a “parent” loop may ask the respondent to identify the Name and Gender of each member of their family (we’ll refer to this as the “Members loop”).  Then, for each member of the family, this follow-up loop may ask the respondent to answer several questions regarding the medications taken by each member of that family, or for a subset of the members of that family.

Selecting “Iterate for All entities in a previous loop” causes the respondent to be looped through the questions defined in the  loop for all family members defined in the Members loop.  Alternatively, the user may specify that only certain family members are asked the questions in the medication loop.  In this scenario, the users selects “Only iterate if…” and defines the conditions that specify for which members should the medication questions be asked (e.g. Only iterate if GENDER=male).

Note: This type of loop cannot have other loops nested within it.

Creating an “Iterate for all entities in a previous loop” object

Steps:

1. Create the Loop Object from the Add/Loop menu
2. Enter the appropriate information in the General Tab
3. Select Iterate for All entities in a previous loop in the Loop Iteration Tab
4. Under Loop Iteration Follow-Up Configuration, use the poplist to select the previous loop.  In the example below, the previous loop is called “RESIDENCEMEMBERS”.

5. The default will be to iterate through all of the entries in the previous loop.  If Logic should apply then select Only Iterate if… and click the Edit button to add the logic.  In the example above, this loop will only iterate for the Male members identified in the RESIDENCEMEMBERS loop
6. On the Loop Options tab, enter the Table Prompt.  If no Summary Table is desired, uncheck the Summary Table check box.
7. Check the box in Loop Iterations Guide to Require a follow-up for each iteration in the original loop.  This will ensure that looping will continue until questions are asked about each male member.
8. Enter a Custom Error Message if desired.

9. In the Loop Summary Columns Tab select the appropriate Columns to include in the Summary Table.

NOTE: The Answered/Unanswered Indicator column can be used to show which of the Follow-up Loops have been completed

10. For the Loop Summary Options Tab, by default the buttons and indicators are set in preferences. To create custom button text, or use a different button graphic, uncheck Use Survey Preferences.
11. To create custom indicators of Answered/Unanswered Loops uncheck the Use Survey Preferences.
12. Set the appropriate Show-If logic for the Loop Object if desired and Click OK to save.