From 74df3f537a8a1d6d9b39c547919d597868518c75 Mon Sep 17 00:00:00 2001 From: MichaelMendix <97457929+MichaelMendix@users.noreply.github.com> Date: Tue, 14 Mar 2023 18:19:17 +0000 Subject: [PATCH 1/2] Update app-insights.md added instructions for new product features --- .../en/docs/appstore/modules/app-insights.md | 20 ++++++++++++++----- 1 file changed, 15 insertions(+), 5 deletions(-) diff --git a/content/en/docs/appstore/modules/app-insights.md b/content/en/docs/appstore/modules/app-insights.md index aad3f368c3c..417cbfd1d08 100644 --- a/content/en/docs/appstore/modules/app-insights.md +++ b/content/en/docs/appstore/modules/app-insights.md @@ -29,14 +29,24 @@ To import this module into your app, follow the instructions in [How to Use Mark 2. (Optional) Configure the constant **TEST_MODE**. If this is turned on, the survey will always show. 3. Save the changes. -4. Open the **Put Survey Widget On Template** folder, and place **Template_SurveyWidget** on the page where you would like the mini-survey to appear. -5. Open the **Show Survey** folder, and copy the **ShowSurvey_OnAction** nanoflow to your own module. -6. Set up the **ShowSurvey_OnAction** nanoflow as follows: +4. Open the **Put Survey Widget On Template** folder, and place **Template_SurveyWidget** on the page where you would like the mini-survey to appear. We recommend placing only 1 widget inside the master layout page. + +5. There are 2 methods to trigger the mini survey to show. + 1. On Action + 2. On Page Load + + +6. On Action: Open the **Show Survey** folder, Copy the **ShowSurvey_OnAction** nanoflow to your own module. Set up the **ShowSurvey_OnAction** nanoflow as follows: 1. Double-click **Create String variable**, fill in the survey ID of the mini-survey, and then save the changes. You can find the survey ID on the [Settings](/developerportal/collaborate/product-insights/#survey-details-settings) tab or [Implementation](/developerportal/collaborate/product-insights/#survey-details-implementation) tab of the survey details page in **App Insights** in the Developer Portal. - 2. Double-click **CHANGE ME**, add your microflow or nanoflow action here, then save the changes. + 2. (Optional) Double-click **CHANGE ME**, add your microflow or nanoflow action here, then save the changes. + 3. Create a button that calls the **ShowSurvey_OnAction** nanoflow on the page where **Template_SurveyWidget** is placed. Mendix recommends renaming the flow to something that describes the original action. + +7. On Page Load: Open the **Show Survey** folder, Copy the widget from ‘ShowSurvey_OnPageLoad’ to your page. + 1. Place this widget on any page you wish to show the survey. + 2. Double click the 'Show Mini Survey On Page Load' widget and Enter the Survey ID. + 3. You can use multiple 'Show Mini Survey On Page Load' widgets in your project to trigger many surveys. -7. Create a button that calls the **ShowSurvey_OnAction** nanoflow on the page where **Template_SurveyWidget** is placed. Mendix recommends renaming the flow to something that describes the original action. 8. In **App Explorer**, double-click **Security**, and add the **AppInsights_MiniSurvey.User** user role to all the system roles that use the mini-survey in the **App Security** dialog box. {{% alert color="info" %}}Once the start time of the mini-survey is reached, the mini-survey will start running, and all the target users of the mini-survey will receive the survey automatically.{{% /alert %}} From 3b2a709572d499e7a1ba9f3873f023b47460e40f Mon Sep 17 00:00:00 2001 From: Adam Dupaski Date: Thu, 16 Mar 2023 11:35:29 +0100 Subject: [PATCH 2/2] Update app-insights.md --- .../en/docs/appstore/modules/app-insights.md | 28 +++++++++---------- 1 file changed, 13 insertions(+), 15 deletions(-) diff --git a/content/en/docs/appstore/modules/app-insights.md b/content/en/docs/appstore/modules/app-insights.md index 417cbfd1d08..054aed89bf2 100644 --- a/content/en/docs/appstore/modules/app-insights.md +++ b/content/en/docs/appstore/modules/app-insights.md @@ -29,24 +29,22 @@ To import this module into your app, follow the instructions in [How to Use Mark 2. (Optional) Configure the constant **TEST_MODE**. If this is turned on, the survey will always show. 3. Save the changes. -4. Open the **Put Survey Widget On Template** folder, and place **Template_SurveyWidget** on the page where you would like the mini-survey to appear. We recommend placing only 1 widget inside the master layout page. +4. Open the **Put Survey Widget On Template** folder, and place **Template_SurveyWidget** on the page where you would like the mini-survey to appear. We recommend placing only one widget inside the master layout page. +5. Configure how the mini-survey will appear, either on-action or on-page load: -5. There are 2 methods to trigger the mini survey to show. - 1. On Action - 2. On Page Load + * For the on-action option: + + 1. Open the **Show Survey** folder, then copy the **ShowSurvey_OnAction** nanoflow to your own module. + 1. In the nanoflow, double-click **Create String variable**, fill in the **Survey ID** of the mini-survey, and then save the changes. You can find the survey ID on the [Settings](/developerportal/collaborate/product-insights/#survey-details-settings) tab or [Implementation](/developerportal/collaborate/product-insights/#survey-details-implementation) tab of the survey details page in **App Insights** in the Developer Portal. + 1. (Optional) Double-click **CHANGE ME**, add your microflow or nanoflow action, then save the changes. + 1. Create a button that calls the **ShowSurvey_OnAction** nanoflow on the page where **Template_SurveyWidget** is placed. Mendix recommends renaming the flow to something that describes the original action. + * For the on-page load option: -6. On Action: Open the **Show Survey** folder, Copy the **ShowSurvey_OnAction** nanoflow to your own module. Set up the **ShowSurvey_OnAction** nanoflow as follows: + 1. Open the **Show Survey** folder, and copy the widget from **ShowSurvey_OnPageLoad** to your page. + 1. Place this widget on any page you wish to show the survey (you can use multiple **Show Mini Survey On Page Load** widgets in your app to trigger many surveys). + 1. Double-click the **Show Mini Survey On Page Load** widget, then fill in the **Survey ID**. - 1. Double-click **Create String variable**, fill in the survey ID of the mini-survey, and then save the changes. You can find the survey ID on the [Settings](/developerportal/collaborate/product-insights/#survey-details-settings) tab or [Implementation](/developerportal/collaborate/product-insights/#survey-details-implementation) tab of the survey details page in **App Insights** in the Developer Portal. - 2. (Optional) Double-click **CHANGE ME**, add your microflow or nanoflow action here, then save the changes. - 3. Create a button that calls the **ShowSurvey_OnAction** nanoflow on the page where **Template_SurveyWidget** is placed. Mendix recommends renaming the flow to something that describes the original action. - -7. On Page Load: Open the **Show Survey** folder, Copy the widget from ‘ShowSurvey_OnPageLoad’ to your page. - 1. Place this widget on any page you wish to show the survey. - 2. Double click the 'Show Mini Survey On Page Load' widget and Enter the Survey ID. - 3. You can use multiple 'Show Mini Survey On Page Load' widgets in your project to trigger many surveys. - -8. In **App Explorer**, double-click **Security**, and add the **AppInsights_MiniSurvey.User** user role to all the system roles that use the mini-survey in the **App Security** dialog box. +6. In **App Explorer**, double-click **Security**, and add the **AppInsights_MiniSurvey.User** user role to all the system roles that use the mini-survey in the **App Security** dialog box. {{% alert color="info" %}}Once the start time of the mini-survey is reached, the mini-survey will start running, and all the target users of the mini-survey will receive the survey automatically.{{% /alert %}}