Expertsystemen

The Studio is divided into four panels and a menu. These are the sections that you will be using the most:

1. Graph panel: the middle panel is where you will create and structure your model;
2. Actions panel: this panel is where you view, add and edit actions of a node;
3. Interface panel: this panel shows a small preview of your model;
4. Text fragments panel: this panel shows all the text fragments that you have added to your model.

Via the top menu (the ribbon) you have access to all actions you can perform. Items are grouped by topic, such as Layout or Graph.

In the left menu, press [Create new model] to start a new decision tree.

This will bring you to the main tab of the application, called “Modelling”.

The tab “Modelling” is divided into two initial panels:

Graph panel

where you will mostly create and view the structure your model;

Node panel

where you view, add and edit actions of a node; the bottom half of this panel hosts a small preview of texts and questions—if present.

When doing more advanced stuff, you can add a third panel (Source).

Note: The text fragments (on the main screen in the desktop version) have moved to the Documents tab, where you can manage them together with document templates, attachments and images.

A new model will always have a node called start. To add another node, select the node ‘start’ and click New node in the Graph ribbon.

In the window that pops up, you can enter the node name. Be sure to give the node a name that covers what you want to place in that node.

Adding a node also creates a connection (line) between the node you selected and the new one. It is also possible to connect multiple nodes to the same node. To do so, select the node ‘start’ again and add another node.

A new model will always have a node called node_1. To add and connect another node, click the plus button next to node_1.

The new node will have an auto-incremented name (node_2, node_3 and so on). Edit the node name from the Node panel. Leaving the edit box will update the name immediately.

Alternatively, use the [Add a rule] menu on the right, or use the shortcut stanza [+] then [N] then [Enter]:

In the window that pops up, you can enter the node name. Be sure to give the node a name that covers what you want to place in that node.

Adding a node also creates a connection (line) between the node you selected and the new one. It is also possible to connect multiple nodes to the same node. To do so, create a new node from the node_1 using the same methods you did when creating node_2 (or whatever you called it).

NOTE Power users are invited to use the keyboard. We already mentioned [+] (Add a rule) → [N] (select ‘New node’) → [Enter] (submit). Aside from that, the graph, which itself is focusable with [g] (Go to) then [g] (Graph), is navigatable using arrow keys. [Enter] on a node opens a context menu allowing adding, deleting, and copy/paste actions.

These connections are represented both by an arrow between nodes in the Graph panel and by an action in the Actions panel.

A connection is represented both by an arrow between nodes in the Graph panel and by a rule in the Node panel.

Clicking the node icon, or pressing [Ctrl-g] when inside a rule will select the destination node.

When working on a decision tree model, it is useful to save it often. You can do this by pressing [Ctrl+S] or by going to File in the top menu and clicking on Save.

Save it in a convenient place where it’s easy to locate. It’s also good practice to create a separate folder for each model. For more about saving, see Saving and running your model

When working on a decision tree model, it is useful to save it often. Check whether you have autosave turned on in the settings you find under the Account options on the top right corner.

When first saving a model, fill in the name box next to the Account options button, and press the save button (or simply [Enter]).

The name box becomes uneditable, and the save button disabled (indicating a clean model).

If you do not have autosave on, and there are unsaved changes, the save button becomes actionable. You can then manually save the decision tree by pressing [Ctrl+S] or by hitting the save button, either at the top right, or in the File tab.