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Part 3: Create a Dialog application to capture Employee Inputs and Add a new Case

In the first part of this tutorial a working Expenses application was converted into a silent application that requires inputs to process the expense request. In this section a dialog application will be created to capture those inputs and a new case created which can be a persistent store for those case related inputs.

3.1 Creating your Knowledge-base

  • To create a new knowledge-base click on the green + icon on the bottom right side of the page.
    • Select the template: "General Knowledge-base"
    • Select the deployment mode: "Dialog"
    • Enter the new knowledge-base name: "Employee Expense Request"

3.2 Create a Global Constant

  • Open the Build Tools and double-click Add a Global Constant
  • Follow the instructions on each page to complete the process of creating a new Global Constant:
    • Enter Name: "SolutionID"
    • Description: ""
    • Select Category: "Questions & Attributes"
    • Type: "Text"
    • Click Next
    • Value: Paste in the Solution ID created in the deployment Server e.g. 8677f426-6e8b-43ba-9ea7-f03338a178d2

3.3 Import Objects from Process Expense Application

  • Open the Library Category in Build Tools and double-click "Add an Object Shortcut"
  • Follow the instructions on each page to import an Object
    • Select Knowledge-base "Process Expenses"
    • Select Object: "Employment_Grade"
    • Select Category: "Questions & Attributes"
    • Import Mode: "Linked Copy (read-only)"

3.3.1 Repeat for the following Objects

  • Go to Recently Used Category in Builds Tools and repeat the process for the following Objects
    • Department
    • Total_Hotel_Cost
    • Number_Nights_Stay
    • Central_London_Hotel
    • Claim_Items

3.4 Create two new Objects

  • Right-click on Questions & Attributes Category in the Object Catalog and select Add a New Question
  • Follow the instructions on each page to create the Object
    • Enter Name: "Email_Address"
    • Description: "Please Enter your Email Address"
    • Select Category: "Questions & Attributes"
    • Select Type: "Text"
  • Follow the instructions on each page to create the Object
    • Enter Name: "Name"
    • Description: "What is your Name"
    • Select Category: "Questions & Attributes"
    • Select Type: "Text"

3.5 Building your Main_Decision_Flow tree

3.5.1 Create a Dialog

From within the Main_Decision_Flow Tree editor:

  • Right-click on the "Done" node and Add a New User Interface Object... then Add a Dialog
    • Name: "Expenses_DLG"
    • Description: ""
    • Category: "Dialogs & Reports"
    • Template: "Master_Dialog_Template"
  • Open the Dialog and Drag on the following objects
    • Name as a Text Box input
    • Email_Address as a Text Box input
    • Department as a Dropdown
    • Employment_Grade as a Dropdown
    • Number_Nights_Stay as an EditBox
    • Total_Hotel_Cost as an EditBox
    • Central_London_Hotel as a ListBox
    • Claim_Items as a ListBox

3.5.2 Save and Test Run

  • Click the Save icon on the Dialog editor
  • Press F9 or click the Test Run button.
  • You should now see the Dialog with all the objects dragged on
  • Close this tab and go back to the viabl.ai Platform tab
Please note: If nothing happens when you attempt to **Save and Test Run**, please check that your pop up blocker has been disabled for the Viabl Platform

3.6 Create a New Case

3.6.1 Adding a case

From within the Main_Decision_Flow Tree editor:

  • After the Dialog Drag in the "Add New Case" Build tool
    • Select Create New Object
    • Name: "CaseID"
    • Category: "Question & Attributes"
    • Description: "Create New Case"
    • Select: "SolutionID" for the Solution ID
    • Case Status: "New"
    • Update the payload to have the following

{ "Name": #Name.val(), "Email_Address": #Email_Address.val(), "Department": #Department.val(), "Employment_Grade": #Employment_Grade.val(), "Number_Nights_Stay": #Number_Nights_Stay.val(), "Total_Hotel_Cost": #Total_Hotel_Cost.val(), "Central_London_Hotel": #Central_London_Hotel.val(), "Claim_Items": #Claim_Items.val() }

You have now created an application that can create a new case with all the parameters required to authorise or reject an Expenses claim.

3.6.2 Save and Test Run

  • Click the Save icon on the Decision Tree editor
  • Save the application
  • Press F9 or click the Test Run button.
  • In the Dialog populate with the following values
    • Your name
    • Your email address
    • Department: "Sales & Marketing"
    • Employment Grade : "Senior Manager"
    • Number of Nights stay: "2"
    • Total hotel cost: "150"
    • Central London: "No"
    • Claim items: "Food"
  • Click next and then go and check the Cases tab in the deployment server
  • Select your Expenses solution from the dropdown and hit the refresh button on the cases tab.
  • You should see a new case, click on the case and a modal window will open where you can inspect the payload being sent.

You have successfully created a Dialog application that creates a new case


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