Allow reordering automatic branches (i.e. outcomes branches) in Dynamic JO
Hola todos!
I’m back with a new Dynamic JO improvement idea (sorry @vmallya).
As I build more and more complex JOs with smarter and smarter (dare I think) evaluation steps to re-channel participants (the latest is evaluating whether a customer (at company or relationship level) has already responded to a survey so I can drop other people from the same relationship from reminders), I’m running into a layout challenge where lines are crossing one way and another and it ends up being quite the mess.
It would be very helpful if we were able to swap the outcomes branches around to reorder them to “ease up” the “visual mess” in Dynamic JOs.
In the above example, I’d like the two “responded branches” to be next to each other in the middle as they go to the same next step. Rather than having them always on the right. It would also help move lines away from overlaying another branch, which sometimes require us to drag a step way out to avoid the overlay.
It’s a minor improvement but in complex journeys that cross paths, this would immensely helpful.
Thank you!
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Amazing idea, @alizee! @revathimenon, @Kenneth R -- could we get this changed to an idea so we can upvote it?
Reordering branches would be HUGE. Dragging and dropping the different elements can make things look really confusing, ESPECIALLY when the lines end up overlapping so you don’t know if everything is connected.
Another idea for improvements here @vmallya -- what about making it so we could change the width/style/color of the connectors (just like in email templates) so we could set different color lines (and/or different style) to relate to different paths/actions?
Ex: dashed grey line means exiting the program, heavy green line means responded positively, heavy red line means responded negatively, blue line means didn’t respond.
This is great feedback, thanks @alizee @dayn.johnson for taking the time and sharing your thoughts!!
We have ongoing design sprints to improve the arrangements, spacing, navigation and connections in the editor. I have added this thread as reference for consideration. I’ll keep you updated on this idea once we have a design in place.
Sharing some ongoing ideas like connection highlights and drag and drop steps -
Hi @vmallya – another idea as I’m building out my first external dynamic JO (event source, so I’m not quite as concerned about issues with editing a query).
Idea:
Would it be feasible to allow admins to adjust the path of the connection line?
In the example below, this is a four-email journey, with multiple evaluate steps (the same, so they have to be rebuilt/cloned) checking whether the participant is still active and not opted out, and confirming which email communication type they have, before sending one of two templates.
We can still move the parts of the email (second screenshot), but we have to accept where the line falls, and it’d make it easier to follow the journey if we didn’t have to contend with lines crossing over and under each other.
It’d be a lot easier if we didn’t have to worry about:
Being required to individually select and move each step of the JO individually (rather than selecting and moving multiple steps at once)
Accidentally clicking “rearrange” and having everything spewed across the canvas
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