Relevancy Guide

Relevance is the property of a variable that makes it visible in the Knackly app intake—or interview. The relevant variable is a variable end-user can interact with while an irrelevant variable is a hidden variable. 

Automatic

Automatic relevance is the first of two types of relevancy in Knackly. This is determined by templates, formulas, and apps and is the default relevancy for Knackly. 

If answering a variable in the interview changes the outcome of an app then it is considered automatically relevant. 

Automatic relevancy also relates to the green checkmark on some variables. If you need to answer a variable to complete a document, it is relevant and the green checkmark appears when answered.

The limitation of automatic relevance is in complicated formulas. The relevance does not always calculate all variations of the formula which may lead to presenting improperly. 

Explicit

Secondly is explicit relevancy. This form of relevancy is actively set by you. In some cases, you may want to hide or show variables that the automatic relevance would show or hide.

Explicit relevance evaluates if the expression is true—if it is true then it will appear to end-users in the interview and if it is false it will not. 

Additionally, the expressions in the relevance property can be much more complex. The relevance property functions like other expressions meaning you can use other variables and conditions, combine expressions with operators, and use the same logic used while writing the relevancy condition.

For example, to make a variable visible to the end-user only if they entered information for a married couple with children, the expression in the relevance (condition) field is MarriedTF&&ChildrenTF. This means the user selected true in a true/false variable to both the client is married and has children.

Explicit relevance is particularly useful on object models when you determine to show or hide variables depending on other answers in that object model. For instance, in the party object model, you may use a selection variable titled PartyType that evaluates if the party is an individual or entity. When the party is an individual, the first, middle, and last name variables would appear; alternatively, if the party is an entity, the EntityName variable would appear.

To achieve this, select the EntityName variable and write the following expression in the relevance (condition) field: PartyType “Entity". In the variables relating to an individual’s name, write PartyType “Individual”.