Purpose: Guided Navigation is a nonlinear process that gathers and evaluates data (everything known about a case) to determine the next appropriate action to take. It can help administrators build processes with more complex conditions than our branch logic features. Status: Available on all sites. Cost: No additional cost. Requirements: Your user role must have the "Edit Guided Navigation" permission (unchecked by default). Related Tools: ReferralHUB (also uses the expressions editor); Branch Logic (also used to surface specific fields based on responses to other fields, although in a more limited fashion). IntroductionGuided Navigation is a nonlinear process that gathers and evaluates data (everything known about a case) to determine the next appropriate action to take. These can include what question to ask next, take some sort of action (e.g., generate a document), or provide an informational response.Guided Navigation leverages LegalServer’s Expression Builder to allow for complex combinations of data to trigger a variety of actions. These expressions are organized into dialogues to both surface new information, take action, and/or to route users. Users interact with the Guided Navigation Dialogues through the Dialogue Runner Block, which can be placed on any form. Components and Vocabulary
Implementing Guided NavigationAdministrators need to do the following:
Getting to Guided NavigationTo navigate to the Guided Navigation, go the Admin tab click on Process Management in the left hand side bar where the Guided Navigation link is listed. You can also search for Guided Navigation in the search bar. If you do not see the Guided Navigation option in the admin tab, check user settings and make sure your user role has access to the editor.Interactive DialogueAnd Interactive Dialogue surfaces elements to user based on administrator created expressions within each segment. Interactive DIalogues are made up of one or more segments.To create a new Interactive Dialogue, navigate to the Guided Navigation tool in the admin tab where you will see two tabs, one labeled “Interactive dialogue”. On the listview, click the small plus sign within the circle. This will open to a new interactive dialogue. SegmentEach interactive dialogue can have multiple segments, each with their own form elements. Each segment has one or more elements, output expressions with a default destination at the end of the segment.To create a new segment, click on new segment on the Interactive Dialogue screen. This will open your Segment editor. From here you can add a new element (ie: a field, a block, an API Call etc), create new output expressions (identifying where the user will be routed to based on a set of criteria), create a new field, and access visualizations of the systems you are creating. You MUST set a default destination for each segment. This will route your user to another segment in the current interactive dialogue, and different interactive dialogue all together, or will simply terminate the dialogue. This is how the segment will terminate if none of the output expressions are satisfied. Even you have created output expressions for every condition, you must still set a default destination. ElementsAn Element includes all form elements such as headers, instructions, blocks, fields, as well as a variety of actions such as setting values in blocks or fields, generating document templates, performing an API call, or adding a case note. Each segment is comprised of one or more elements.To add a new element to your dialogue, click on “Add element” at the bottom of the Elements section in an Interactive Dialogue and a new element editor will display. There are a variety of Element Types administrators can select, including all your old time favorites such as headers, instructions, blocks, fields, as well as a whole new variety of actions such as setting values in blocks or fields, generating document templates, performing an API call, or adding a case note. Output ExpressionsAdministrators can create output expressions in the expression builder to route users to another segment in the same dialogue, a segment in a different dialogue or allow the user to exit the dialogue entirely.
Navigation DialogueThe Navigation Dialogue routes the user to the appropriate Interactive Dialogue based on the expressions created by the admin. The Guided Navigation Block points to Navigation Dialogues to correctly display the desired information to a user. Please note: If your users only need to access one Interactive Dialogue (no routing is required) you do not need a Navigation Dialogue. To create a new navigation dialogue click on the plus button in the navigation dialogue listview. To edit a current navigation dialogue, click on the blue title of the offending dialogue. Once in the dialogue administrators can create output expressions in the expression editor to route users to the correct interactive dialogue. Please note- the Navigation Dialogue consists of only output expressions. It primary purpose is to route users to a particular Interactive Dialogue. Output ExpressionsAdministrators can create expressions in the expression builder to route users to the desired segment of anyInteractive Dialogue. To add a new output expression, click on ‘add expression’ at the bottom of the Output expression section in a Navigation Dialogue.For each Navigation Dialogue, there must be a default destination for situations where no expression is satisfied. Even where an administrator has built expressions for every foreseeable situation, a default destination must be set. Expressions EditorThe Expressions Editor is a tool utilized in Guided Navigation allowing administrators to create a variety of expressions that, when met, will surface any of the elements described above.Administrators can create expressions based on specific values, where a field is null or not null, or (in the case of numbers and dates) with a variety of ranges. The expressions editor is used in each segment and to create output expressions, directing the user to the next step. To create a new Expression, expand the element or output where you are adding the Expression. Where you are adding an Expression to an Element, you will need to change the selection under “Entering Logic” from “Always True” to “Use an Expression”. Rules are used to trigger a specific expression based on a user’s response to a field. Groups are combinations of multiple Rules.
Output ExpressionsBoth the Navigation and Interactive Dialogues allow administrators to route users to segments within the current or other dialogues. Element ExpressionsWithin the Interactive Dialogues segments, Administrators can surface specific elements based on expressions they build in the system. Additional FunctionalityCreate a Field and Custom LookupsAdministrators can create custom fields from the Navigation Dialogue or Segment Editor. By clicking on Create Field
If an Administrator selects “new custom lookup’ as the type They will be prompted to enter the short name, as well as the lookup values to populate the field. This creates a custom lookup that can be used in other custom lookup fields as well. View as questionnaireThis options show the various expressions in order and their output. Visualize this segmentThis shows how each expression interacts with other expressions in the dialogue.Adding the Dialogue Runner BlockThe Dialogue Runner Block is a block placed on a form in any process and calls the navigation dialogue. This is how your users will interact with the Guided Navigation Dialogues you’ve created. This block can be placed on a form in either a create (intake) or an auxiliary process. There are two configuration options within this block, one to allow users to start the Navigation Dialogue over, and one that allows users to skip the Navigation Dialogue completely. This block can be used on any form, regardless of whether the form is part of an intake or auxiliary process (or both). The user will see those questions surfaced and, if enabled, the ability to start over or skip the dialogue entirely. Administrators will see an orange box with a link to edit the segment currently displayed. Review/TipsStart by creating a single segment in an interactive dialogue. If you try to build the navigation dialogue first, there isn’t anything to call.Sketch out your conditions- it always helps me to start at the bottom (when I want the user to end up) and work my way back to where the user begins. Remember: The dialogue runner is where Guided Navigation shows up for the user. Guided Navigation is a beta tool, and will continue to expand and change over the coming months and years. Stay tuned to release notes for more! Reporting Problems or QuestionsIf you are filing a ticket about a problem or have a question about Guided Navigation, we will need: * A link to the form with the Dialog Runner block on it, or directions on how to get to the front end of that form. Example: "Go to this case (link). Then Actions menu > My Amazing Process. Select "Foo" for the Bar field to start the dialog." * The link should be to a test case, not an actual client's case. * Detailed instructions on what to select to get to the point where you are having the issue or need help. "Select "X" on the first step, then "Baz" on the second, then "Foo" on the third, then ....". You get the idea. * Doesn't make coffee. Ordering a latte for you when you enter edit mode is in progress. *Example GN for import |
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