Logic tree

This page will help you understand

What is a logic tree?

The logic tree, or the scheme, includes all the variable elements of the document in the order they should appear when the template is used.

The logic tree is used to create the desired order of variable parts and to see their dependancies in a covenient way. You can see all of the enclosed elements such as variables, questions, conditions and multipliers at a glance.

Creating a logic tree, i.e. creating a template, is only available to users with an Expert role:

  • during the free trial

  • on Draftme Business or Enterprise plan

Connection with the text

The logic tree shows the connection of the elements with the text.

The variables will be highlighted in blue, the answers - in pink.

Once you click on just one variable or answer, all of its instances in the text will be highlighted.

The ‘All answers’ mode

When turned on, the 'All answers' mode helps you see all the variable parts inside the text even if they have not been selected.

We recommend always having it on to make sure you work with the hidden parts correctly.

You can turn if off to quickly check how the separate answers work. Don’t forget to turn in on back again.

Questionnaire - testing the template

To check how the user will be using the final template, navigate to the Questionnaire tab. It looks different from the logic tree mode and has been designed to make completing the template convenient for the end user.

In the questionnaire mode, you can test completing the fields and switching the answers.

When you switch back to the logic tree, the completed data will disappear from the text yet saved in the template.

It means when you return back to the questionnaire, the previously completed data will be there.

Moving elements

You can move any element in the logic tree up and down.

Activate the element you wigh to move by clicking on it, then use the arrows.

The element will move one step at a time.

Hiding elements

You can hide elements in the tree is you'd like a more compact view while you are working with template parts.

Place the cursor on the main element - a question header, or an answer with enclosures, or a multiplier - and click ⇦ (the left arrow) on your keyboard. This part will be hidden.

To unhide the hidden part, stand on the main element and click ⇨ the right arrow.

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