Here are a couple examples of very long and sophisticated interviews done in HotDocs that would be a bit of a bear to try to do in A2J. Stepping through these will allow you to see how the interview outline can be used and dynamically displayed as the user moves along, and will also demonstrate dynamic content of pages (where additional questions/text are shown depending on previous answers).
HotDocs form preview and answer summary. A gif file is attached that briefly shows a couple pages of a HotDocs interview, followed by a document preview, and finally by an Answer Summary (which, as was suggested during the call, shows answers AND the question text). The gif is brief and perhaps choppy, so please don't hesitate to reach out if you want to see more.
As mentioned during the call, I have implemented a couple different types of custom save and exit points by setting flags as users cross certain 'checkpoints' in the interview, and then checking for said flags upon a re-entry to the interview.
The best and most thorough example I have of this is the Colorado Parenting Plan tool.
a) At the end of each step, the user has the opportunity to save their answers. Each of these 'checkpoints' has a unique flag.
b) Upon re-entering the interview, the user can start from the beginning or continue where they left off (which will take them to the step immediately following whichever save point they used).
c) Additionally, if the user has completed the entire interview, they are given the opportunity to jump to any particular step using a dropdown so that they can review or change answers.
d) Further, if the user had completed the interview and used the above dropdown to jump to a particular section, once they get to the end of said section, they can go right back to the end of the interview to get their forms with their new/changed answers.
The guide.xml for this is attached in case you'd like to upload it into your own a2jauthor environment.
I'll try to think of things I "hate about A2J" or "love about HotDocs" regarding these types of features. I do have some initial ideas of how the outlining could work from an authoring perspective, but that might be better saved for a later time.
Hi all!
Here are a couple examples of very long and sophisticated interviews done in HotDocs that would be a bit of a bear to try to do in A2J. Stepping through these will allow you to see how the interview outline can be used and dynamically displayed as the user moves along, and will also demonstrate dynamic content of pages (where additional questions/text are shown depending on previous answers).
HotDocs form preview and answer summary. A gif file is attached that briefly shows a couple pages of a HotDocs interview, followed by a document preview, and finally by an Answer Summary (which, as was suggested during the call, shows answers AND the question text). The gif is brief and perhaps choppy, so please don't hesitate to reach out if you want to see more.
As mentioned during the call, I have implemented a couple different types of custom save and exit points by setting flags as users cross certain 'checkpoints' in the interview, and then checking for said flags upon a re-entry to the interview. The best and most thorough example I have of this is the Colorado Parenting Plan tool. a) At the end of each step, the user has the opportunity to save their answers. Each of these 'checkpoints' has a unique flag.
b) Upon re-entering the interview, the user can start from the beginning or continue where they left off (which will take them to the step immediately following whichever save point they used).
c) Additionally, if the user has completed the entire interview, they are given the opportunity to jump to any particular step using a dropdown so that they can review or change answers.
d) Further, if the user had completed the interview and used the above dropdown to jump to a particular section, once they get to the end of said section, they can go right back to the end of the interview to get their forms with their new/changed answers.
The guide.xml for this is attached in case you'd like to upload it into your own a2jauthor environment.
Hope this helps! -Brett
HotDocs actions.gif
Sample Guide.xml: Guide.xml.zip