Policy Automation for B2C Service

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  • Chris Flemming

    Hi Scott,

    Updating the app to a newer version without anything else changing should not result in problems (re)starting an interview or syncing a completed assessment. If this is indeed happening then please provide us with further details and we can investigate.

    When a mobile assessment has been synced down to the device but not started, the data for the assessment is not updated when the associated policy model is updated on the hub. If you make input mapping changes to your policy model this may result in the interview failing to load. It is possible to force the mobile client to redownload the data for an assessment by changing its status in Service Cloud from "In Progress" back to "Open". Note however that this will blow away any input that has been saved for partially completed assessments.

    For a mobile assessment that is partially completed, checkpoints are used to save the interview state and work the same way they do elsewhere. There is an option in policy modeling to allow invalid checkpoints to be resumed: http://documentation.custhelp.com/euf/assets/devdocs/cloud19b/PolicyAutomation/en/Default.htm#Guides/Policy_Modeling_User_Guide/Checkpoints/Allow_invalid_checkpoints_resumed.htm?Highlight=checkpoint

    Completed assessments on the mobile device that have not yet been synced will be unaffected by an update to the policy model. 

    Thanks,
    Chris

  • Chris Flemming

    Hi Scott, thanks for your question. There are a few points I am working on confirming in order to give you a comprehensive response. I will have a response for you tomorrow.

    Thanks,
    Chris

  • Scott Heidenreich

    Yes, that helps. Thank you.  I didn't realize that to get to that setting I needed to click on the gutter space around the interview screen in the Styles page. 

  • Steven Robert

    There are a few ways to do this, depending on what you are after:

    1. Provide a contextual link - enable users to click on a link to click on a link and open in new tab

    2. Use a custom control or interview extension to render a customer portal page displaying the answer inline - for a quick and dirty example - try inserting a Label, type Custom, and insert a link to your answer as the url https://***.cushelp.com/app/answers/detail/yyy

    3. Use an approach similar to that suggested by Scott whereby an answer is mapped in via reference data. This may require additional effort to ensure that the text is rendered with html tags as expected.

  • Jasmine Lee

    From the screenshots, it looks like the concatenation rule doesn't have the conclusion style set. If so, this would certainly cause a problem.

    I'm going try uploading the example project again. That's probably the easiest way for you to see how it's meant to work. If the forum won't let me attach the project, I'll send you a private message so we can sort out another way for me to get the example to you.

    Cheers,
    Jasmine

  • Eric Muiruir
  • Eric Muiruir
  • Eric Muiruir

    Hi Jasmine,

    I have followed all the steps as indicated in the screen shots you shared. However, i still keep getting the percentage as "Unknown"

    Let me share the screenshots from my end for your perusal.

     

    Regards

    Eric Kiruthi

  • Jasmine Lee

    Label screenshot attached.

  • Jasmine Lee

    Attribute screenshot attached.

  • Jasmine Lee

    Rules screenshot attached.

  • Jasmine Lee

    Hi Eric,

    I was going to attach an example project with it working as expected, but it looks like the forum won't allow attaching zip files. Then I tried attaching several screenshots showing the key parts, but the forum also won't let me attach multiple images to a reply (frustrating!). So now I'm going to try posting the screenshots as separate replies. Take a look and see if it explains things.

    In my example, if the number of months is unknown, then the depreciation percentage is unknown (which is expected). If the number of months is set, then the depreciation percentage displays on the summary screen.

    Cheers,
    Jasmine

  • Eric Muiruir

    Hi

    I have followed your steps and now the Depreciation value displays "Unknown"

    I have attached a screen shot of the table i have been using to calculate depreciation for Direct imports.

    It is from these table that i am getting the depreciation figures that i wish to display as percentages on the Results Screen.

     

    Regards

    Eric Kiruthi

  • Jasmine Lee

    You could use concatenation, and then substitution in a screen label to achieve this. For example, let's say there's an attribute "the depreciation factor" (or whatever your attribute is that represents the depreciation percentage).

    1. Create a text attribute: "the depreciation factor (display value)".

    2. Set the value of the new text attribute using the Concatenation and Text functions:

    the depreciation factor (display value) = the concatenation of Text(the depreciation factor * 100) + “%”

    3. In the Edit Attribute window for "the depreciation factor (display value)" in the Data tab of OPM, add a Name for the attribute, e.g. "DepreciationFactor" (or whatever matches your naming convention).

    4. Use substitution on the screen label, e.g. Depreciation = %DepreciationFactor%.

    5. If the depreciation is calculated to be 0.95, the label will display like this:

    Depreciation = 95%

    I just tested this and it worked as expected.

    Cheers,
    Jasmine

  • Fiona Guy

    Hi Eric

    Yes, these are the easiest options:

    1. Use containers to layout labels side by side. 

    2. Use html in the label text directly

    • Explained in topic Use embedded HTML in an interview
    • Demonstrated in example (Policy Modeling -> Project -> Example Projects) Product Recommendation -> Suitable Products screen

    Hope that helps,

    Fiona