Compass

Understanding the Workflow Sections

This article outlines each part of the workflow section editor and how they are displayed in a session. Workflows are made up of multiple sections. Sections have answers that are linked to other sections.

Below is an example of the section editor interface.

Compass software example of completed section in the workflow

Let’s go over each part of this interface and compare how each part is displayed in a session.

Section Details

Name

The name field is used as an identifier on the diagram view and referenced on the session view and completed session record. The name field has a maximum of 255 characters.

Content

The content field often includes instructions on what to say or do during this step in the workflow.

Below is an example of how the section name and content appear during a session.

Compass software example of how the section name and content appear during a session

Section Answers

The answer fields are a fundamental part of the workflow. Without any answers, the section is considered an end to the workflow.

When you create answers, it provides the ability to link other sections to those answers and form a multi-step workflow.

Below is an example of a section with three answers.

Compass software example of a section with answers

These three answers will then be linked to other sections. If a section has one or more answers, it can’t be an end section. You may create up to six answers per section.

Below is an example of how the section answers appear during a session.

Compass software example of how the section answers appear during a session

Fields

Fields provide the ability to collect information during a session. Fields are assigned per section in the workflow and there is no limit on the number of fields allowed per section.

To learn how to get started with Fields, we recommend you read the article Creating Fields.

If you’ve already created fields, then you can add them to the section by selecting the Add Fields button.

Compass software example of the add fields button

This will open a panel that will list all the fields. Choose any fields you want added to the section and then choose Save.

Compass software example of the fields panel open

Once you’ve added fields to the section, here is an example to illustrate how they will appear during the session.

Compass software example of how the section fields appear during a session

Notes will always appear during the session and are not a configurable field.

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