Interview Wizard Components

Step

A step is a question within an interview that captures a user's response by using one or more input controls. It can include expressions and conditions to process the step, which can mean progression to a new step, setting the value of a property, or upon completion of the interview, the creation of a contract. A step can also have exit actions, explicit navigation actions, or implied navigation actions.

Step design

A step design is a reusable definition of most step attributes. For example, you can configure several interviews to include an identical step such as to prompt the user for the contract name. Such a step is initially defined in a step design and this design is referenced by one or more interview designs.

A step design consists of a question and one or more input controls. It can also have exit actions.

Interview design

An interview design is a reusable definition of an interview. It references a series of step designs in a specific order or is defined to display steps conditionally in accordance with the user's responses to previous steps.

The interaction between steps is defined by using navigation actions, which are either explicit or implied by the sequence of step designs in the interview design. When you create an interview design, you can select it to start a new interview with permissions. When selected, the interview questions or steps solicit user responses to create a new contract.

Results of an interview

When you complete an interview, the following results are displayed:

• Authored or filed contract: An agreement that is negotiated, approved, presented, executed, and monitored, and includes a language view.
• Contract properties: Properties of the contract can be completed automatically based on the interview responses.
• Contract components: Additional components can be added to the contract based on the interview responses. These components must originate from existing objects in administration, such as terms, lines, and clauses.