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Path mode: Self-directed
Updated this week

The Self-directed Path Mode is a feature that can be enabled on any page within your workspace. It allows you to bring the participant's focus to one section of the page at a time and can be used to track their progress and participation. It chronologically shows one container at a time and allows the participant to move back and forth between sections.

This feature is excellent for creating courses or assignments for the participants. Responding to widgets (Polls, Pulses, Chats, Assignments, etc.) can be made mandatory to ensure everyone answers before moving to the next section.

To enable Self-directed Path mode for a page, go to the page settings > Path mode > tick the "Self-directed" box and save.

You can choose to lead the user to the next section with a checkbox. If you choose to do so you can define the text that is shown in the final step of the path upon completion. The default is "Ready". These settings can be changed to match your needs. For example, the ready button can be named "Next" and it can take the participant to any page on the workspace. This is really useful when creating courses with multiple modules.

You can also allow participants to view the page in full. Enabling this feature adds the option "Show full page" to path navigation. This option becomes available once a participant completes the path.

When in full page mode, the page can be switched back to path mode via the dedicated button in the navigation bar, or by selecting any step of the path in path navigation.

Once path mode is enabled, you will see the path settings button at the top of the page. This button is not visible to the participants, only to administrators, and it is used to manage the path and allow admin users to see how far users have progressed. You can also view how the page looks for participants. If showing the full page is not enabled, admins and participants can only view the page in segments. Admins can view the full content of the page in edit page mode.

When you view participants' path progress, you can see each step of the path and how far along each user is. You also have the ability to send customisable emails to users at each step, so for example if someone has not participated at all, you can send them an email to remind them. When they click the link in the email, they will be taken directly to the step of the path they last were at.

To make answering a widget mandatory, you can click the tickbox at the bottom of the widget when editing page layout. When the widget's side is yellow, participants cannot move further along the path before responding.

As mentioned previously, Admin users will see the whole page normally in edit view. In the edit view admins can easily see the different steps of the path. Connecting containers can be used to make multiple containers visible at the same time. Additionally, you have the option to add 'always-visible' containers at the top of the edit view that appear in every step of the path. This feature is useful for elements that you want to have visible throughout the path, for example a general chat.

An admin user can also define a name and description for each step of the path by clicking edit. The names will be visible for participants in the path navigation.

Below each step, participants will see a progress bar that allows them to move between steps and see their path progression. They can also view all the steps of the path in a dropdown menu; however, they won’t be able to navigate forward until they’ve completed the required actions on each step, one step at a time.



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