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).

Introduction

Guided 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.

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Components and Vocabulary

• Dialogue Runner Block - A block placed on a form in any process and calls the navigation dialogue.

• Elements - 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.

• Expressions Editor - 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.

• Groups - Combinations of multiple Rules.

• Interactive Dialogue - Surface elements to user based on administrator created expressions within each segment.

• Navigation Dialogue - Routes the user to the appropriate Interactive Dialogue based on a series of admin created rules (or expressions).

• Outputs - Where the user is directed at the end of a Navigation Dialogue or Segment in an Interactive Dialogue.

• Rules - trigger a specific expression based on a user’s response to a field.  

• Segments - A collection of elements that comprise interactive dialogues.  

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Implementing Guided Navigation

Administrators need to do the following:

1. Give the Administrator user role (and other roles if desired) the "Edit Guided Navigation" permission to create and edit guided navigation dialogues.
2. Create one or more Interactive Dialogues, where various elements are added.
3. Create a Navigation Dialogue, which will route the user to the appropriate Interactive Dialogue.
4. Add the Dialogue Runner Block to the form where the user should see the Dialogues.

Getting to Guided Navigation

To 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 Dialogue

And 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.

From here you can add new segments, arrange segment orders, set a default dialogue entry point (which segment the dialogue will automatically open to) and access several visualizations of the systems your creating.

Segment

Each 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.

Elements

An 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.

Each element has its own set of configuration options mirroring the options that would display on any form in LegalServer.

Administrators can use the Expression Editor to surface elements based on one or more rules or groups of rules. Please see the Expression Editor section for more information.

Output Expressions

Administrators 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.

To add a new output expression, click on ‘add expression’ at the bottom of the Output expression section in an Interactive Dialogue.

 

Administrators must set a default destination where the segment will terminate when no expression criteria is met. Even where an administrator has built expressions for every foreseeable situation, a default destination must be set.

Navigation Dialogue

The 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 Expressions

Administrators 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 Editor

The 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”.

When expanded (or when you create a new expression) administrators are given the option to create one or more rules, or groups of rules.

Rules are used to trigger a specific expression based on a user’s response to a field.

Groups are combinations of multiple Rules.

Each type of field allows for different rules, generally each field allows administrators to set a rule based on whether a field is null or not, and where a field is a lookup, administrators can specify which values should trigger the rule, or which should not. Date, text and number fields all have different options.

Administrators can combine more than one field into these rules, and can use AND/OR statements to combine the fields.

Rules can also be combined into groups, and groups can be combined to provide more flexibility to administrators.

Output Expressions

Both the Navigation and Interactive Dialogues allow administrators to route users to segments within the current or other dialogues.

Element Expressions

Within the Interactive Dialogues segments, Administrators can surface specific elements based on expressions they build in the system.

Additional Functionality

Create a Field and Custom Lookups

Administrators can create custom fields from the Navigation Dialogue or Segment Editor. By clicking on Create Field

And selecting the appropriate field type, administrators can create a short name and create the field for use anywhere in your LegalServer site including the Guided Navigation Dialogues or Segment.

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 questionnaire

This options show the various expressions in order and their output.

Visualize this segment

This shows how each expression interacts with other expressions in the dialogue.

Adding the Dialogue Runner Block

The 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.

To add the block, navigate to the form where users will interact with your Guided Navigation Segments. Add the “Dialogue Runner” block and select your desired Dialogue.

Please note- you can select a Navigation Dialogue, which will route your user to the correct Interactive Dialogue based on the outputs you've defined, or you can select an Interactive Dialogue, if no routing is required.

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/Tips

Start 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!

If 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.

Known Issues

Doesn't make coffee. It's a shame, I know.