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Trisk Updates April 2024: AI Quiz Generator, Enhanced Flexibility, Data Dictionary improvements

These updates are designed to provide you with unprecedented flexibility, intuitive design improvements, and smarter data-handling capabilities. Let’s delve into the exciting new features that are set to transform your Trisk experience.

Enhanced Flexibility for IF/THEN Connect

We’ve upgraded the Form Builder’s IF/THEN Connect feature to improve your form-building experience. Now, within the same Form, you can select the current version in the THEN block without being constrained by its status—whether it’s “Ready” or “Active.” Dynamically adjust and preview your Form logic with a smoother and more efficient form-building process.

With this enhancement, you gain unprecedented control and flexibility. It enables you to launch the same Form version within the Form you are currently editing. 

AI Quiz Generator for Videos in Form Builder

It’s been just a few weeks since we introduced our new Video feature in Form Builder , and today, we are making it even more powerful and cool! 

Meet AI Quiz Generator – create quizzes directly from video content within the Form Builder. This feature is designed to support the learning and evaluation process, which is particularly beneficial for businesses that employ video instructions followed by quizzes to assess their employees’ understanding. 

  • Generate quizzes automatically from video fields with just one click! 
  • Support YouTube and Loom video files up to 45 minutes in length.

Close-up of the TRISK Form Builder toolbar showcasing the new quiz generation feature, allowing seamless integration of video-based learning and assessment.
A screenshot from the Trisk platform interface focused on a part of the form builder. The main screen shows "Section 1" with a large embedded video from YouTube, titled "How to create a form in Trisk?" Beneath the video is a blue highlighted button labeled "Generate Evaluation Quiz Questions". The design suggests a seamless user experience within the platform for form-building and video content evaluation.

Elevate the learning experience with our AI-powered Quiz Generation. Now, creating quizzes from video content is a 100% automated process, and it’s just a click away! Make your onboarding and training process more engaging and effective. 

A screenshot of a Trisk platform, showing a menu on the left side with options like Dashboard, My Work, Clients, and Studio selected. The main area of the screen displays a form titled "Section 2 - Form Building Process Quiz" with the question "What type of form was demonstrated in the video?" with radio button options "Regular Form" and "Two-Way Form." Below is another question, "What options were available for different functions when creating a form?" with a dropdown menu and a button to "Show options". The final question visible is "What are the logical responses for the 'Yes' option of the 'Prior Year's Returns' question?" with a checkbox. The interface has a modern look, with a top bar containing various editing options, a right-hand side profile, and an AI assistant feature. The overall theme is clean and professional.

Workflow Builder Enhancements for Better Task Management

We’ve made several improvements in the Workflow Builder to enhance task management:

Refined Task Card Design 

The visual design of the Communication task card was transformed from a circular to a rectangular shape, improving  the aesthetic, clarity and accessibility of task information.

A diagram illustrating the transformation of a task card design in a user interface, labeled with "Before" and "After". On the left, "Before" shows a simple circular shape with the word "Communication" inside it. On the right, "After" shows a refined rectangular task card. The card includes text reading "Communication" at the top, followed by a preview of a message that says "Almost there! Still nee…" and a note at the bottom saying "Recipient: Administrator". The card is embellished with star-like graphics. The overall message is that the design was updated to improve aesthetics, clarity, and accessibility.

Informative Tooltips for Quick Insights

Get quick insights into tasks without needing to delve into details. Hover your mouse over any task card, and a tooltip will appear, revealing crucial information like:

  • The form, workflow, communication, or network (for a Smart Contract) associated with the task is now directly visible
  • Shows the assignee, making identifying who is responsible for the task easier
  • The expected completion time for the task is provided, helping in better planning and time management

A screenshot from Trisk Platform Form Builder showcasing a workflow with interactive tooltips for enhanced task visibility. At the beginning of the workflow, there's a 'Start' indicator. Moving right, two task cards are visible in sequence. The first card is for 'Interview preparation' with a due date of 'Apr 15th' and assigned to the 'Administrator'. The second card is for 'Interview execution' with a '14 days' deadline and assigned to the 'Hiring Manager'. Hovering over this second task card displays a tooltip with additional details: the task name, assignee, and due date. This visual cue indicates that users can quickly access critical task information like associated forms, workflows, and completion times, streamlining project tracking and management. The user interface employs a clean and intuitive design, facilitating task overview and efficient time management without the need to click into each task, optimizing the interface.


Optimized Task Interaction

The interaction with tasks has been made more intuitive:

  • Clicking on a Form task will now open the Select Form Templates window, showing a list of forms directly
  • For Communication tasks, a similar click will lead to the Select Communication Templates, speeding up the selection process

The same approach will work for all task types, including Smart Contracts and Export—just click on it and immediately receive access to all the information and tools for setting up each workflow step.

Streamlined Task Card Interface

The editing and removal buttons on the task cards were removed to reduce complexity, enhance focus on the task’s critical information, and improve the overall experience. 

Improved IF/THEN Connect Integration in Workflow Builder

Workflow Builder also gets its enhancement. The Workflow Builder now permits the inclusion of IF/THEN Connect forms in the same stage as the source form.

This update simplifies the workflow construction process, making it more intuitive and efficient.

Data Dictionary: Enhancing Workflow Precision with Scoped Data Variables 

We’ve revolutionized the Data Dictionary by introducing a ‘Workflow Scope’ for variables, allowing them to be specifically tailored and utilized within individual workflow executions. This update addresses the challenge of maintaining variable consistency across different workflow instances, ensuring that each execution is distinct and its data is not inadvertently overwritten.

Workflow-Specific Variable Management

With the new Workflow Scope, variables in Form tasks are treated as unique to each workflow instance. When a workflow is executed, any variable set with a Workflow Scope will have its value defined explicitly for that particular execution, thus preserving the integrity and relevance of the data throughout the workflow’s lifecycle.

User-Friendly Implementation

Variable Selection: When designing a Form within a workflow, you can now specify variables as having a Workflow Scope. Variables with a Workflow Scope can also be created manually, directly in the Data Dictionary. This selection ensures that the data captured in these variables is unique to each workflow run, preventing unwanted data carryover from one instance to another.

Data Integrity: Each time the workflow or task within the workflow is initiated and completed, the values of Workflow Scoped variables are contained within that specific execution. This isolation ensures that each workflow instance maintains its data set, leading to more accurate and reliable data handling.

A screenshot of the 'trisk' platform's Data Dictionary interface featuring the introduction of 'Scope' for variables. The main panel shows a list of variables such as Address, Phone number, Passport, Income, and Location, each with an associated 'Scope' indicating whether the variable is specific to 'Client' or 'Workflow'. All variables are listed with their category, type, the user who created them, and the creation date. This new functionality allows variables to be tailored to individual workflows, preventing data inconsistency. When a form within a workflow is designed or executed, variables marked with a 'Workflow' scope have values that are unique to that execution, enhancing data integrity and workflow precision. The UI is clean and user-friendly, with a left-hand navigation menu and a main content area with an option to create new variables, promoting efficient and accurate data management in business processes.

Practical Impact

This enhancement is crucial for scenarios where workflows are reused for different purposes or sessions. For instance, in a training process where participants input their responses, a Workflow Scope variable ensures that each session’s data is captured distinctly, enabling session-specific analysis without data overlap.

By implementing the Workflow Scope in the Data Dictionary, Trisk has taken a significant step forward in empowering users to manage their processes with greater precision and reliability.

Data Dictionary: Variable Integration for Service Files

This update empowers Service Files. You can now not only upload a file directly, but also link to a variable from the Data Dictionary. This integration is designed to optimize workflow processes, especially where documents need to be passed and updated through various stages of completion and approval.

  • Dynamic Source Selection: Seamlessly switch between using a direct file upload and selecting a Data Dictionary variable as the source for your Service File. When setting a Data Dictionary variable as the Service File, the system locks the file upload functionality.

A modal window titled "Add Service Files Field" within a Trisk platform. It provides two main options: a file upload section where users can drag and drop files or click to upload and an alternative option to "Predefine the value from a variable" with a toggle switch activated. This toggle feature, highlighted with a blue outline, suggests dynamic source selection between direct file uploads and predefined variables from a Data Dictionary. This integration facilitates versatile file management by allowing users to link files to variable data, streamlining document flow through various business processes, and ensuring efficient file handling and process accuracy.

Efficient Workflow Management

This update is beneficial when a document needs to be accessed and signed by multiple parties, like contract management. For instance, a contract can be stored as a variable in the Data Dictionary, and once signed by one party, it can be sent to the second party with the signature of the first and all changes made, streamlining the entire process.

By introducing the option to use variables as service files, Trisk further empowers users to create more efficient and flexible workflows, reducing manual steps and enhancing document management across various stages.

Embrace these new features and discover how they can revolutionize your approach to form building and workflow management on Trisk. And don’t miss our exclusive Limited Offer – Easter Hunt! Get 3 months FREE of our most popular plan. Yes, you heard it right – it’s on us! This is your chance to experience the full power of Trisk with no commitment.

We are excited to see how these updates will enhance your workflow and form creation experience, making your processes more efficient and intuitive. Stay tuned for more innovative solutions as we continue to enhance our platform to meet your evolving needs.

Warm regards,

The Trisk Team

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