To update the configuration of your Simpology Journey, you need to have access to Simpology Platform. When you have logged in to Simpology Platform, you are able to select the Journey/metadata you want to work on:
When you select a Journey, you will be taken to the current configuration for that Journey:
Platform lists all the possible sections, fields, modal and enumeration lists that you could possibly configure in your journey. You are then able to work through these elements and configure each to appear (or not) in your journey, with logic to manage the behaviour of that element.
The Platform interface allows you to set this configuration and logic without development. You can release your changes at any time.
Navigating the Configuration Options
There are 4 Tabs which allow you to quickly navigate to a targeted element you want to configure:
Sections & Subsections
This Tab allows you to intuitively navigate to specific elements you wish to configure - the Sections of an application Journey are listed down the page, and you can click on specific "Sections" of the Journey Metadata to drill down to that element:
Modals
This Tab presents to you all the "Modals" that are available in your journey. Modals are bunches of data that create sub-records within the application data.
eg Employment modal is a bunch of data that creates an Employment sub-record of the Person Applicant; and Employer modal is a bunch of data that creates an Employer sub-sub-record of the Employment sub-record (of the Person Applicant).
A Modal is anything that pops-up a new window in your Journey
Fields
Fields Tab allows you to search for specific fields that you want to work on:
If you are not familiar with the LADM data model or the general sections of a journey, this can be the best way to try to find what you are looking for.
Options Lists
Options Lists Tab gives you access to all the Options (enumerations) that are available in all the drop-down lists within your Journey:
Versions and Drafts
When you first go to the Configuration section, you will be able to see the current Metadata Version that is governing the current configuration of your journey:
If you click on the dropdown, you are able to go back to previous versions (this allows you to review old configurations), or create a new draft (this allows you to make changes to the current version):
If you click on Add new Draft, you will be presented with a popup to select which Version of your configuration you want to draft (ie copy). The most likely Version is the current Version, but note that you are able to make a draft using any old Version of your configuration:
When you have selected your Version, and click Add new draft, Platform will work on making a copy of the selected Version:
This will take about a minute. When it's ready, you will now have a new Draft to work on. You will note that you also now have a Publish (and Delete) button:
You are able to:
logout (and come back) to the draft as many times as you like
create more than one draft (if needed)
click through to the Current (still published) version or even old versions
Compare Versions
As you work on making changes, you are able to Compare Versions at any time:
Clicking this button will present a new popup that allows you to select your two versions to compare (you can compare any two versions, not just draft + another):
This will list the differences between the two version.
This same function will be triggered when you click "Publish" - you will get a breakdown of all the differences between your Draft (that you are about to publish) and the Current version (which will then become an Obsolete Version)
