# Question Groups in Assessments Question Groups allow you to organize related questions within an assessment into a named, repeatable set. When completing an assessment, care team members can add multiple instances of the same group — capturing the same structured fields for each entry without duplicating questions in the template. Common use cases include medication lists (capturing name, dosage, frequency, and route for each medication), family history entries, surgical history, and allergy records. *** ## Key Concepts * **Question Group** – A named set of questions within an assessment that can be repeated multiple times during a single completion * **Group Instance** – Each individual repetition added by the care team member during completion * **Repeating Fields** – The CDT fields within the group, captured separately for each instance * **Group Ordering** – Instances can be reordered via drag-and-drop during completion *** ## Configuring Question Groups in Designer ### Prerequisites Before adding a Question Group, ensure: * The assessment/form template already exists in **Visual Components** > **Forms** * The CDT fields you want inside the group have been created * You are working in an active configuration draft ### Step 1: Open the Assessment Template 1. Log into **Designer** 2. Click **Create Draft** or open an existing draft 3. Navigate to **Visual Components** > **Forms** 4. Select the assessment you want to edit, or click **+ New** to create one ### Step 2: Add a Question Group 1. Inside the form editor, click **+ Add Element** or **+ Add Group** 2. Select **Question Group** from the element type options 3. Enter a clear, descriptive name — use a singular noun such as "Medication", "Allergy", or "Family Member" ### Step 3: Add Fields to the Group 1. Inside the group, click **+ Add Field** 2. Select the CDT fields to include in each instance 3. Arrange fields in the order they should appear during completion ### Step 4: Configure Group Settings * **Group label** – Name displayed above each instance (e.g., "Medication 1", "Medication 2") * **Conditional logic** – Question Groups support the same show/hide conditions as individual questions * **Scoring** – Individual fields within a group can contribute to the assessment's overall score ### Step 5: Save and Publish 1. Click **Save** and preview the assessment to verify the group appears correctly 2. Click **Publish** to make the configuration live *** ## Care Team Experience When a care team member opens an assessment with a Question Group, the group appears as a labeled, collapsible section. **To add an instance:** complete the fields in the first entry, then click **+ Add Another.** **To remove an instance:** click the trash icon on the entry. Each instance is saved as a separate CDT record. *** ## Conditional Logic and Scoring Question Groups support the same conditional logic available for individual questions. You can show or hide the entire group based on a response elsewhere in the assessment, or show/hide individual fields within the group based on responses inside the same instance. For scoring, each instance is scored independently and scores are aggregated per the assessment's scoring configuration. * [Add Conditionality to Assessments](/designer/documents-and-assessments/how-to-add-conditionality-to-assessments.md) * [Configure Scored Assessments](/designer/documents-and-assessments/designer-how-to-configure-scored-assessments.md) *** ## CDT Constraints Each CDT can only be used in one place within an assessment — either in a regular question or inside a group, but not both. * If a CDT is already used in a regular question, it cannot be added to a group * If a CDT is added to a group, it cannot be used in other questions or other groups **Prepopulation is not supported for groups.** For regular questions, it is possible to set prepopulated answers — including values carried over from a previous assessment. Because groups can contain multiple instances, prepopulation raises logical conflicts and is not currently available for Question Groups. A single CDT cannot be used in both a group and a regular question for this reason. *** ## Editing Assessments with Groups When editing an assessment that does **not** contain groups, the corresponding CDT records are simply updated in place. When editing an assessment that **does** contain groups, it is not possible to determine which specific CDT records to update. As a result, Welkin deletes all existing CDT records for the group and creates new ones on save. This behavior has two important implications: * **Automations** — any automation triggered by CDT creation or deletion will fire when a grouped assessment is edited. Plan your automation conditions accordingly. * **Audit log** — the audit log will show entries for the assessment update, followed by deletion entries for each previous group record and creation entries for each new one. **Example:** An assessment has a group with two existing records. A care team member edits the assessment and adds a third record. The audit log will contain 1 assessment update entry + 2 CDT deletion entries + 3 CDT creation entries. *** ## Best Practices * Use singular nouns for group names — Welkin labels instances as "Medication 1", "Medication 2", etc. * Keep groups focused — include only fields that belong to a single logical entry * Set a minimum instance count of `1` if at least one entry is always expected * When using automations triggered by CDT creation or deletion, account for the re-creation behavior that occurs on grouped assessment edits * Always test with 2–3 instances before publishing to confirm data saves correctly *** ## Related Topics * [How to Create an Assessment or Form Template](/designer/documents-and-assessments/how-to-create-an-assessment-or-form-template.md) – form creation basics * [Add Conditionality to Assessments](/designer/documents-and-assessments/how-to-add-conditionality-to-assessments.md) – conditional show/hide logic * [Configure Scored Assessments](/designer/documents-and-assessments/designer-how-to-configure-scored-assessments.md) – scoring configuration * [Custom Data Types (CDT): Designer](/designer/custom-data-types/custom-data-types-cdt-designer.md) – creating fields for groups * [Forms and Assessments](https://welkin-health-1.gitbook.io/welkin-health-docs/care/forms-and-assessments) – Care-side guide --- # Agent Instructions: Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter: ``` GET https://docs.welkinhealth.com/designer/documents-and-assessments/question-groups-in-assessments.md?ask= ``` The question should be specific, self-contained, and written in natural language. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.