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Carry Forward Choices

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About Carry Forward Choices

Carry forward choices allows you to copy specific answer choices from one question and bring them into a future question in your survey. For instance, you can first show your respondents a question that asks which products they have bought from your company in the last six months. You can then carry forward the choices they selected into the next question and ask the respondents to rank their preference from those previously selected choices only.

a question with carry forward enabled on it

Attention: Carry forward is not available for most EX projects since it is incompatible with dashboard scales. It is compatible with 360.

Adding Carry Forward Choices

  1. Select the question to which you would like to carry forward answer choices.
    selecting a question and choosing carry forward choices
  2. In the Question behavior section, click Carry forward choices.
    Qtip: If you’re working with a Matrix Table question, you may see the options to Carry forward statements (the rows of your table) and Carry forward scale points (the columns of your table) instead of Carry forward choices.
  3. In the first dropdown, select the question from which you would like to carry answer choices.
    choosing the question to carry forward choices from and then choosing which choices to carry forward
  4. In the second dropdown, set the conditions for which answer choice(s) you would like to carry forward. See possible choices to carry forward for an explanation of each option.
    Qtip: If you are carrying forward from a question that allows text entry, you have the option to pick “Selected Choices – Entered Text” in order to carry forward what was typed into the text entry boxes.
  5. Click Confirm when you’re finished.
    Qtip: If you carry forward answer choices to a question, they will join any other answer choices that already exist in the question.
  6. To edit or remove the carry forward, click the dropdown menu on the right of the carry forward bar and select your desired option.
    the menu for carry forward options

Once you’ve added the carry forward, you’ll see all potential items listed on your follow-up question, with a green double arrow next to each. The green double arrow signifies that this answer choice will only display to a respondent if they meet the condition for that choice.

the double arrow is next to all carry forward choices

Qtip: Only one set of choices can be carried forward into a question. If you need to carry forward multiple sets of choices into a question (for instance, all the items marked “Satisfied” in two different questions), you can manually input every potential answer choice and then add Display Logic to each answer choice, setting the condition to display only if that choice was selected previously.

Possible Choices to Carry Forward

You’ll notice a number of possible values that can be carried forward as choices, statements, or scale points.

  • All Choices – Displayed & Hidden: Carries forward every single answer choice in the question.
  • Displayed Choices: Carries forward only the choices the respondent saw. See our page on adding display logic to answer choices for more information on hiding and revealing choices to respondents.
  • Not Displayed Choices: Carries forward only the choices the respondent didn’t see. See our page on adding display logic to answer choices for more information on hiding and revealing choices to respondents.
  • Selected Choices: Carries forward only the choices the respondent selected.
  • Unselected Choices: Carries forward all the choices the respondent didn’t select.
  • Entered Text: Carries forward the text that the respondent entered in an answer choice text box. If the respondent selected an choice that doesn’t have a text box, the exact text of the selected choice is carried forward instead.

Adding Additional Choices

On a question with carried forward choices, you can also add additional choices not present in the question you are carrying forward from.

On the editing pane to the left, click the plus and minus signs or type in a number to adjust the number of original choices. This number will only reflect the number of original choices, not the number of carried forward choices.

use the number of choices option to add choices to the carry forward question

Qtip: Need to re-order your choices? For example, you might want a choice called “None of the Above” to show up below your carried forward choices. You can re-order these choices by changing the fixed display order in advanced choice randomization.

Data Exports and Recode Values

When you export data that includes a question with carry forward enabled, it looks just like the export for any other question. Exporting choice text exports the name of the choice, and exporting numeric values shows the recode value of a choice. Below is an example of a numeric value export. Q13 is the column with the question whose choices have been carried froward from another question.

Typical data export

You can recode the values or add variable naming to a question with carry forward just as you would any other question. Recode values in the question where choices have been carried forward and the source question can have different recode values and variable names for the same choices. For example, in one question an answer choice’s recode value may be 1, but in the carry forward question it can be 0 instead.