Instant Interview |
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Instant Interview |
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Instant Interview
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Instant Interview |
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Instant Interview |
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By methodical implementation of the Interview Wizard, and using multiple documents (or multiple terms from a single glossary), you can quite easily create a quite elaborate interview to guide an end-user to an ultimate 'destination.' And because it is Pathagoras, all is all done using 'plain text.'
Here is an example:
| 1. | Create a document called "Will Interview." For this example, it will contain a single Options text block consisting of one multi-part question, with a series of document references enclosed within "<<" and ">>" brackets being the 'answers. However, it can contain anything you want. The individual references are to documents that contain text appropriate to the response to the options presented. Here is what "Will Interview" might contain. |
<<*Options*!Family Structure!Married with one or more children/Married, no children/Single (divorced or never married), with one or more children/Single (divorced or never married), no children*<<Married with Children>>/<<Married no Children>>/<<Single with Children>>/<<Single No Children>>>>
The 'administrative section (the text in blue) of the options block above provides 'questions' that will be presented to the end user when that user calls up the "Will Interview" document. The remainder of the text block provides the references to the document that will be called based on the selection made. The "<<" and ">>" marks surrounding the document names indicates that you intend a document (or glossary clause) by that name to be called. (Without those boundary markers, you would get just text.) (Please note that the coloring you see is for illustrative purposes. Colors are not required in the actual template or clause.
Of course, there must actually be documents or glossary terms called "Married with Children.doc", "Married no Children.doc", etc. which respectively provide the text appropriate for "Married with one or more children", "Married, no Children" etc., wills.
| 2. | The answer to the options posed in the 'first' document will result in a call to an appropriate 'second' document. When the second document is called, it too will be processed for <<*Options/Optional*>> text blocks. These blocks can be 'terminal' questions or they can lead to additional documents in the Interview sequence. There is no limit to the nestings and references that can be provided and performed. |
Notes:
| • | Regular <<*Options*>> and <<*Optional*>> construction rules apply. |
| • | The references can be to a complete document/template (as suggested in the above example) but they also can be to Clause Sets. |
| • | If the reference is composed using the prefix/suffix naming convention (as shown in the example), or if the referenced clauses are stored in the Super Folder or Super Glossary, Pathagoras can quickly find desired clause without more in the clause name. See Search Order Rules. |
| • | If the reference is not in prefix/suffix style, and the referenced clauses are not in the Super Folder or Super Glossary, the target clause either (1) must be found in the same folder as the initial Interview form (and this is likely to be true) or (2) must be fully qualify (with drive and folder designators). |