Using Yonyx Functions for Warranty Calculation

Yonyx functions can be used to perform calculations on placeholder values.

Yonyx Functions enable you to perform calculations using values stored in placeholders as inputs. In this article, we will take a closer look at how an author can use these functions to determine the warranty eligibility of a product based on its purchase date.

For the purpose of this example, we will assume that a product is considered under warranty if it was purchased within the last 90 days.

To implement this, we will:

  1. Need to capture the purchase data in a placeholder.
  2. Calculate the number of days between the purchase date and today’s date.
  3. Based on whether this duration is more than 90 days or 90 days or less, automatically guide the user down the appropriate path.

Step 1: Capture the purchase date in a placeholder

  1. Create a Placeholder called purchase-date and another one called duration.
    • Click on the blue gear drop-down after logging into Yonyx.
    • Choose “User Defined Objects”
    • Click on +Placeholder button.
    • Enter placeholder name “Purchase Date”.
    • Note, the platform automatically creates an internal name purchase-date.
    • Click Save.
    • Click on +Placeholder button.
    • Enter placeholder name “Duration”
    • Click Save.
  2. Now let us Create a Command called capture-purchase-date. A Yonyx command is a configurable form that can be embedded in any guidance step of a Yonyx guide.
    • Under “User Defined Objects”, click on the Commands tab.
    • Click on +Command button.
    • Enter Command name as “Capture Purchase Date”.
    • Note, the platform automatically creates an internal name capture-purchase-date.
    • Enter a brief description in the mandatory description field, “A form to capture purchase date”
    • Click on “Data Capture” tab.
    • Click on “Add Field” button and choose “Date” option.
    • The left panel helps you configure the form, while the right panel displays a preview of the form.
    • Click on the Name field and type “purchase-date” to find the placeholder that will store the user’s input for this data capture element.
    • Now enter Label Text, “Enter product purchase date” and click on the Save button.
  3. Now let us create a Yonyx guide and embed the command “capture-purchase-date” in its root node.
    • Create a Yonyx Guide
      • Click on the blue gear drop-down after logging into Yonyx.
      • Choose “My Guides”
      • Click on +Guide to start creating a Yonyx guide.
      • Change the Title to, “Product Warranty Check”
      • Clear the body section.
      • Change follow-on question to “Next Step”
      • Change First Response to “Continue”
      • Remove Second Response
      • Click Next
      • Click Save & Edit
    • Embed form “capture-purchase-date” in the root guidance step.
      • Edit the root guidance step
      • Scroll down in the right hand panel and click Choose under Command/Form
      • Select “capture-purchase-date” command and click Insert.
      • Note the form is now associated with the guidance step.
      • Click Save
      • The form now appears in the body section of the root guidance step.
      • This form is not visible from the “Edit” view of the guidance step.

Step 2: Using Yonyx Functions, calculate days between purchase date and today.

  1. Add Guidance Step
    • Click on Continue.
    • Click on “Add Step” button.
    • Add title, “Calculate Duration”
    • Add Follow-on question, “What duration?”
    • Now let us add a function to calculate duration, to this guidance step.
  2. Add a Yonyx function called “Duration”
    • Scroll down all the way in the right hand panel and click on Functions
    • Clcik on “Click to pick function”
    • Choose Date functions from the drop-down.
    • Choose Duration function.
    • Click Insert. Now let us configure this function.
    • Scroll down and click on Value/Placeholder field for date1
  3. Configure the Yonyx function
    • Click on User defined tab in Placeholder Explorer window to choose “purchase-date” placeholder.
    • Click on Value/Placeholder field for date2
    • Click on System tab in Placeholder Explorer window to choose “sys-ynx-date” placeholder. This system placeholder provides today’s date.
    • Click on Value/Placeholder field for days under Output parameters
    • Choose placeholder, “duration”.
    • Click Save

Step 3: Automatically direct user along a path based on duration.

  1. Add Response “Greater than 90 days”
    • Click “Add Response” button.
    • Add “Greater than 90 days” in the body section.
    • Scroll down all the way on the right hand panel.
    • Click in the left hand text box under Placeholder Auto-traversal
    • Choose duration from the User defined tab in the Placeholder Explorer window.
    • Click on the condition drop-down and choose “Is Greater Than”
    • Click on the right hand box and enter the value, 90.
    • Save
  2. Add Guidance Step “Not Under Warranty”
    • Click “Add Step” button.
    • Enter Title, “Not Under Warranty”
    • In the body section, enter text, Your product was purchased on {{ph:purchase-date}}, which is {{ph:duration}} days ago. Since it’s been more than 90 days, the product is not covered under warranty.
    • Note you can insert placeholders within body section to display placeholder values using the syntax above. You can also insert placeholders by clicking on Tools->Insert Placeholder and then choosing the placeholder whose value you want to display.
  3. Add Response “Less than or equal to 90 days”
    • Click on the Guidance step, “Calculate Duration”
    • Click “Add Response” button.
    • Add “Less than or equal to 90 days” in the body section.
    • Scroll down all the way on the right hand panel.
    • Click on the checkbox, “Fallback Auto Traversal” at the bottom of the screen. It means the auto-traverse condition set for “Greater than 90 days” is not met, then this User Response will be picked for auto traversal.
    • Save
  4. Add Guidance Step “Under Warranty”

You can now test this guide by clicking on View under the guide name, from My Guides. Note, the auto-traverse conditions cause the guide to automatically skip along one of the two leaf guidance steps. When a user reaches a Yonyx guidance step in User View, the following sequence is executed:

  • Placeholders are set – Any user-defined placeholders that have been explicitly assigned a value within the guidance step are updated with those specified values.
  • Functions are executed – Functions run in the top to bottom order.
  • Body content is displayed – The body of the step is processed. If placeholders appear within the step, their values—computed by Yonyx Functions within the same step—are displayed.

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