Workflow Experiences

Once you have created the user story that is the foundation of a Workflow, you will need to build the experiences you want for your users. Experiences can be visual like dashboards, tables, and charts but they are not limited to just displaying data. You can also provide configurations, actions, and custom experiences. 

Kleeen will assist you by suggesting experiences that may fit your desired outcome. The Kleeen AI uses the Thing you selected and the workflow data provided to do this. You can remove any of these suggestions or add to the Experience Cart as needed. 

It may be desirable to have multiple experiences in the same workflow to best present groups of data. For example on an Experience where the user story is "As a Manager, I want to Dashboard a Single of Employee" one experience may show quality data, another vacation information, and a third employee contact information. While one experience could probably do this, dividing the data is going to lead to less confusion for the manager.

The Experience Cart

On the right side of the screen is the Experience Cart. The Experience Cart will display the experiences you have elected to build for the selected workflow.

Reading a Feature Card

The symbols in the feature card will indicate information about the experience. You can hover your mouse over them for more information.

• The KS symbol in the card for an experience indicates it was recommended by Kleeen's AI for this workflow.
• An exclamation point in the octagon will indicate the experience is not complete and will not be included in an application build or export.
• The tent indicates that experience is a goal.
• The lightning bolt indicates that the experience is action-oriented.
• The wand indicates the experience filters or modifies the user's view.

Building an Experience

Clicking on the experience card will bring you to the screen where you can start building your experience components. Workflows have several experience types available. Depending on the scope of the workflow and the relationship the Thing has to other Things the experiences available will differ. Kleeen will suggest best practice workflows based on our AI/ML model and the information on your prototype. You can add other experiences as needed.

There are two pages in the Experience Builder, Detail and Content.

The Detail Page

The detail page will give you the name of the insight in the first card and a description of that insight's goal. This can be helpful when deciding what data to put into an experience. 

The second card will let you give the experience a name that is will help the user understand the purpose of what is being built.

The Content Page

The content page is where you will build the content for your experiences. If you have chosen the Configure or Report verb, additional functions will be made available around configurations when the Scope is the entire product domain. Otherwise, you can build visualizations, action buttons, single configurations, and reserve a place to insert custom code. The insights available will be based on the scope of your workflow and the structure of your data.

To begin click on the Add New Button on the Widgets Table Card and choose the widget you want to build from the drop-down menu.

Building Widgets

Widgets are built using a point and click interface by selecting the Things you want to display and the Insight you want to provide to your user. Kleeen will suggest available insights based on the Things selected to build the insight. For example, selecting only one Thing will allow you to build a summary card or progress meter for that thing. Adding a timestamp will allow you to see trends or other statistical breakdowns. Details on how to build widgets will be outlined in other articles. In most cases, the data you select and Kleeen's guidance will lead you through the process intuitively.