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Using Dynamic Questions in Flows

This article explains how dynamic questions work in Pisano and how they can be configured using system data and previous responses. Dynamic questions allow you to personalize surveys and collect more structured and meaningful feedback.

When to Use This

Use dynamic questions when:

  • You want to display options based on customer-specific data
  • You want to reuse answers from previous questions
  • You want to automatically generate structured data for reporting
  • You need to personalize survey flows without manual configuration

What Are Dynamic Questions?

Dynamic questions are survey questions that are shaped based on:

  • Data received from external sources (such as customer schema or API)
  • Responses given by users in previous questions

These questions allow you to dynamically generate options and collect more contextual feedback within a flow.

How Dynamic Questions Work

Dynamic questions rely on three main mechanisms:

1. Data-Based Option Generation

Options are populated dynamically using system-provided data.

For example, product names can be passed into the survey and used as selectable options.

2. Previous Answer-Based Filtering

Options can be filtered based on user selections from previous questions.

This is done using the Include Selected Options From setting.

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3. Auto Tagging for Reporting

Each option can be automatically tagged.

These tags are used for:

  • Grouping responses
  • Filtering results
  • Creating reports

These tags are generated automatically and do not appear in the tag group menu.

Dynamic Question Types

Dynamic Multiple Choice

This question type allows dynamic generation of selectable options.

  • Product names are stored as built-in responses
  • Values are separated by commas
  • Only product names are extracted and displayed
  • The Key field must be filled
  • Options are populated dynamically from incoming data
  • The Auto Tag feature must be enabled in Advanced Settings

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Dynamic Multiple Value

This question type stores dynamic values and is primarily used for data handling.

  • Product names are stored as built-in responses
  • Values are separated by commas
  • The Key field must be filled
  • This question type is hidden by default
  • If displayed, it appears as read-only
  • The Auto Tag feature must be enabled

API Usage for Dynamic Questions

Dynamic questions can be populated using API requests.

Example request:

[
  {
     "question":"phone_number",
     "answer":"59255501022"
  },
  {
     "question":"ProductList",
     "answer":"Productname1 ProductCode1,Productname2 ProductCode2,Productname3 ProductCode3",
     "dynamic":true
  }
]

  • Each data entry must be separated with a comma
  • The "dynamic": true flag enables dynamic behavior

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Filtering Categorical Questions

Dynamic behavior can also be applied using previous answers.

Steps:

  1. Create a Multiple Choice question
  2. Go to Advanced Settings
  3. Use the Include Selected Options From field
  4. Select the source question

This allows selected options from previous questions to appear in the current question.

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Reporting with Dynamic Questions

Dynamic questions generate structured data through auto-tagging.

To create reports:

  1. Select a chart type
  2. Choose Measure
  3. In the Compare section, select tag name
  4. Use the Filter to select tag group
  5. Generate the report

Tag groups correspond to the keys defined in the question.

Important Notes

  • The Key field must always be filled
  • The Auto Tag feature must be enabled
  • Dynamic questions depend on incoming data structure
  • Values must be properly formatted and separated

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