In Phase 1: Concept (storyline) you make a choice which features you want to use in your perfect online meeting. In our example we have selected the following features:

Present documents
Present documents in different file formats to your participant and discuss them together.
Upload documents
Use this feature to allow you and your participant to upload documents, such as a contract, an ID, or presentation.

After that you put those features in a logical and structured order. In our example, we first want to upload a document and then present it.


Upload documents
Use this feature to allow you and your participant to upload documents, such as a contract, an ID, or presentation.
Present documents
Present documents in different file formats to your participant and discuss them together.

Now...your storyline is prepared and ready for the technical implementation in Idiligo.

Do the following now:

1. Login to your account and go to 'Manage Scripts'

2. Click 'New' for a new script or edit an existing script.
Each script has a unique code and description. The code of the script (here: 1234) is given automatically and can be modified manually. Fill in a logical description for the script (here: My first script - Upload and present)

That´s how it looks in Idiligo.

Code
1234

Description
My first script - Upload and Present
Flow XML

3. Copy the following code to your script:

<flow>
<nodes>
 ...
</nodes>
</flow>


That´s how it looks in Idiligo.

Code
1234

Description
My first script - Upload and Present
Flow XML
<flow>
<nodes>
 ...
</nodes>
</flow>

4. That's it, you've created the basic structure. 

Now you can start filling the script with your features (which are called 'nodes'). The dots (…..) need to be replaced by the code snippets (nodes). The order of the nodes does not matter. (Tip: Follow to the order of your storyline).

5. Now replace the three dots (...) with the following code:

<node id="Upload_documents" type="Upload">
<name>Upload documents</name>

    <uploads>
        <upload name="curriculum vitae" description="CV client" externalId="doc01" fileTypes="pdf,jpg" mandatory="true" />
    </uploads>

</node>

That´s how it looks in Idiligo.

Code
1234

Description
My first script - Upload and Present
Flow XML
<flow>
<nodes>
<node id="Upload_documents" type="Upload">
<name>Upload documents</name>

    <uploads>
    <upload name="curriculum vitae" description="CV client" externalId="doc01" fileTypes="pdf,jpg" mandatory="true" />
    </uploads>

</node>

</nodes>
</flow>

After copying it, do the following:

  •  Make sure the node id is unique. Give it a name / number or combination of both (here: Upload_documents).
  • You can give the node a descriptive name (here: Upload documents).
  • Give an upload name (here curriculum vitae), a description (here: CV client), an externalId (here: doc01) and make sure to complete the fileTypes (here: pdf,jpg) - (all are possible, be carefull: avoid spaces).

6. Now complete the second code.

<node id="Present_documents" type="File">
<name>Present documents</name>
    <attachments>

    <attachment fileCode="doc01" attach="true"/>
    </attachments>
</node>

That´s how it looks in Idiligo.

Code
1234

Description
My first script - Upload and Present
Flow XML
<flow>
<nodes>
<node id="Upload_documents" type="Upload">
<name>Upload documents</name>
    <uploads>
    <upload name="curriculum vitae" description="CV client" externalId="doc01" fileTypes="pdf,jpg" mandatory="true" />
    </uploads>
</node>
<node id="Present_documents" type="File">
<name>Present documents</name>
    <attachments>
    <attachment fileCode="doc01" attach="true"/>
    </attachments>
</node>

</nodes>
</flow>

After copying it, do the following:

  • Make sure the node id is unique. Give it a name / number or combination of both (here: Present_documents).
  • You can give the node a descriptive name (here: Present documents).
  • Give the attachment fileCode a name / number or combination of both (here: doc01).
  • Press the 'Save' Button.
  • Go to 'Manage Documents' and add a document with an identical fileCode (here: doc01).

Now check the script by running it...click 'Start new session'.