Making Workflow Questions Visible in Notes

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Adam Borries (Faithlife) | Forum Activity | Posted: Mon, Feb 25 2019 8:52 AM

Workflows are one of the most exciting new features in Logos 8; but after you've walked through all the steps and you look at your answers in the Notes tool, it's not always obvious what question you were responding to.

We are working on improving this experience in 8.4 (beta 1 ships March 11).

Workflow questions will appear as preview text in the anchor. The hyperlink text for the anchor, instead of the generic term "Workflow" now also reflects the workflow step title, and clicking the link scrolls to that step in the workflow instance. 

Would love to have your thoughts.

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Adam Borries (Faithlife) | Forum Activity | Replied: Mon, Feb 25 2019 8:54 AM

From another thread:

Mark Barnes:
...when I'm completing a workflow, I'd like the workflow question placed into the note (ideally as a title). Thanks to workflows, I have at least half-a-dozen notes on many verses, and without the context of the workflow, it's hard sometimes to know what the note refers to.

Mark, the solution above that we are working on doesn't make the question part of the note content, so you wouldn't see it in a tooltip for the note icon in a resource. If that's an important use case, we'll need to take that into consideration.

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LaRosa Johnson | Forum Activity | Replied: Mon, Feb 25 2019 8:54 AM

Very nice. That will be extremely helpful!

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David Taylor Jr | Forum Activity | Replied: Mon, Feb 25 2019 9:15 AM

I like this idea. I'm sure I will have more feedback once we get into the beta.

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Myke Harbuck | Forum Activity | Replied: Mon, Feb 25 2019 9:19 AM

Now I have no excuse to not use workflows. :-) Thank you FL!

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Mark Barnes | Forum Activity | Replied: Mon, Feb 25 2019 10:07 AM

Adam Borries (Faithlife):
Mark, the solution above that we are working on doesn't make the question part of the note content, so you wouldn't see it in a tooltip for the note icon in a resource. If that's an important use case, we'll need to take that into consideration.

I'm really glad you're looking at this.

The tooltip is important to me. Can you make sense of this note?

The workflow itself looks like this:

Without the tooltip, I'm forced to write long answers to my questions to make sense of them outside the workflow.

One additional question with your approach. What happens if you edit a workflow 'template' later, and perhaps add a new section or re-order the sections? Would that break the anchor, or is the anchor always to a specific 'instance' and therefore wouldn't break.

PS — My screenshot also highlights the issue of a workflow creating lots of notes. It would be good for that to be addressed in the 8.x cycle.

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Adam Borries (Faithlife) | Forum Activity | Replied: Mon, Feb 25 2019 11:29 AM

Mark Barnes:
Without [the question in] the tooltip, I'm forced to write long answers to my questions to make sense of them outside the workflow.

I see your point. It might be simple to preview the question in the tooltip, which might be a better experience than adding it as a title field in the note. We'll look into it.

Mark Barnes:
What happens if you edit a workflow 'template' later, and perhaps add a new section or re-order the sections? Would that break the anchor, or is the anchor always to a specific 'instance' and therefore wouldn't break.

Workflow notes are anchored to the specific question/response field for that instance. If you add a new step or re-order the steps, it would not affect the anchor; only if you delete Question. 

Mark Barnes:
My screenshot also highlights the issue of a workflow creating lots of notes. It would be good for that to be addressed in the 8.x cycle.

Working on it. See discussion at BUG??? Workflow Notes

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Andrew Biddinger | Forum Activity | Replied: Mon, Feb 25 2019 11:32 AM

Woah....that is awesome!

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Mark Barnes | Forum Activity | Replied: Mon, Feb 25 2019 11:37 AM

Adam Borries (Faithlife):
I see your point. It might be simple to preview the question in the tooltip, which might be a better experience than adding it as a title field in the note. We'll look into it.

Yes, I don't mind how it's implemented. I just want to be able to see the question without opening the workflow editor.

Adam Borries (Faithlife):
Workflow notes are anchored to the specific question/response field for that instance. If you add a new step or re-order the steps, it would not affect the anchor; only if you delete Question.

Great.

Adam Borries (Faithlife):

Mark Barnes:
My screenshot also highlights the issue of a workflow creating lots of notes. It would be good for that to be addressed in the 8.x cycle.

Working on it. See discussion at BUG??? Workflow Notes.

Thanks. I'd seen Phil (I think) mention you were aware of the issue, but I'd not seen those recent posts.

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Reuben Helmuth | Forum Activity | Replied: Mon, Feb 25 2019 12:15 PM

Adam Borries (Faithlife):
clicking the link scrolls to that step in the workflow instance

This is what you've referred to as deep-linking, right? Thanks for doing this!

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Reuben Helmuth | Forum Activity | Replied: Mon, Feb 25 2019 12:21 PM

Adam Borries (Faithlife):
It might be simple to preview the question in the tooltip, which might be a better experience ...

I think this combined with the ability to see the question in the full anchor text would be great.

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MJ. Smith | Forum Activity | Replied: Mon, Feb 25 2019 2:52 PM

Looks like a well thought out solution.

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Andrew Biddinger | Forum Activity | Replied: Mon, Feb 25 2019 3:04 PM

Maybe there should be a light subtitle that says it's a Workflow note anchor?

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Richard G. Cain | Forum Activity | Replied: Tue, Feb 26 2019 4:27 AM

Mark, could you send me a copy of your sermon preparation workflow using the FCF?

Also, if you could explain briefly how I import that workflow into my copy of Logos 8.0?

Thank you so much.

Richard Cain

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Mark Barnes | Forum Activity | Replied: Wed, Feb 27 2019 7:34 AM

Richard G. Cain:

Mark, could you send me a copy of your sermon preparation workflow using the FCF?

Also, if you could explain briefly how I import that workflow into my copy of Logos 8.0?

Hi Richard. I've put my workflow here: Christ-centered Sermon Preparation Workflow.

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Richard G. Cain | Forum Activity | Replied: Wed, Feb 27 2019 8:54 AM

Thank you so much Mark. This is a very helpful resource.

19 years ago I participated in a seminary class led by Edmund Clowney and Tim Keller at Reformed Theological Seminary. Ed was the mot kind and warm-hearted 82 year old man that I had ever met... a spiritual giant in the area of biblical theology. His teaching and Keller's sample sermons revolutionized my preaching, my ministry, my parenting and my journey with Christ. The idea of the Fallen Condition Focus was so helpful in Bryan Chapell's book that they recommended. Thank you for putting together this workflow for others to use. I, for one, am very grateful.

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