Interviews

   A typical 'well Pathagorized' document will likely have many Options, Optional and Repeat blocks throughout its content.

   In a typical document assembly session, during the 'process' phase Pathagoras will identify the various Options/Optional/Repeat blocks. It starts at the top and works its way to the bottom. If a !Group! is encountered, all members of the group further down in the document are processed when the first member of the !Group! is answered.

   The drawback to this approach is that each Option/Optional/Repeat block is answered one at a time as encountered in the document. 'One-at-a-time' is not a 'bad' thing. Depending upon the document, however, it may become tedious.

    If you find yourself asking 'Why can't I just answer all the questions at the outset and then let the program take over?" then it's time for 'Ask Tables.' 'Ask Tables' are Pathagoras form of interviews. They allow document assembly questions to be asked ask in an question and answer type form, and processed in one large wave, instead of each being asked and processed individually.

   Beginning with the next section of this Manual, we will introduce the 'Ask' prompts and the parent 'AskTable'. Once you understand the structure of these elements, we'll show you how Pathagoras can automatically create these Tables for you.

 

  Please note the following.

The Ask tables and the Interview Wizard draw their information from existing <<*Options. . .  and <<*Optional*. . . text blocks. However, not all such conditional block need be represented in Ask Table for the system to work well.

Every options/optional/repeat block in the document body that you want to represent in an Ask Table must be augmented with a !groupnames!. The !groupname! is the magic sauce that ties the answer to Ask Table questions to results in the document body. So spend some time adding !groupnames! to your conditional and repeat text blocks.

All features described in the above sections work whether you are adding simple logic to an entire document (typically called a 'template') or to individual clauses that you intend to cobble together from scratch using the Document Assembly/Clause Selection Screen routines.

 

informationInterviews and Ask Tables, as used by Pathagoras, are not the same as 'Intake Forms'. Answers to 'Ask Table' questions lead to rough drafts of documents, but no specific client data (names, addresses and the similar personal data) is applied at this level. The client data, which was, or can be, gathered from an Intake Form or via a Scan of the document via the Instant Database screen, is applied after the document has been assembled. Read more about Intake Forms here.

 

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