Skip to main content

How Can I Use Magic to Answer Project Questions?

Updated

What is Magic?

Magic is Loopio's automation tool which automatically populates Answers in your Project by finding the best matching content from your Library, or from completed Entries in other Projects.

Running Magic searches your Library or Projects for matches to any Project Entries that currently do not have an Answer. When Magic finds a match, the Project Entries will be automatically populated with the best response.

After a Project Entry is answered using Magic, you can either mark the Entry Complete, or assign it to another user for editing or review.

How Can I Run Magic?

 

Permissions Required: The permissions required to run Magic are:

  • Loopio-wide Project, Level 1 (Participant) permissions or higher, and
  • Ability to edit one or more Project Entries that are eligible for Magic. Assignees may run Magic on Entries assigned to them, while Project Admins can run Magic on all unanswered Entries, and one or both of:
    • Loopio-wide Library, Level 1 (Read Only) or higher access to at least one Stack. Results will only be returned from the Library Locations the User running Magic has permission to access.
    • Search Projects, Level 1 permissions or higher. Results will only be returned from Projects the User running Magic has permission to access.

Running Magic For Your Entire Project

 

Note: Magic will only run on unanswered Project Entries. Magic is intended as a first pass at answering your Questions, before you have begun answering them using the other available options.

  1. Select Run Magic at the top of the Project workspace
    Run Magic Button.png
    or select Run Magic from the Project Actions menu (⋯)
    Screen_Shot_of_Project_Actions_menu_with_Run_Magic_indicated.png
  2. If available, select whether to answer with content from your Library, or from completed answers in other Projects
    Run Magic on Library or Projects.png
  3. Select any desired filters and options
     

    Learn more: What Are the Magic Search Options?

  4. Click Run Magic

Running Magic For a Specific Project Section

  1. Click Run Magic to the right of the Section name
    Screen_Shot_2020-03-09_at_3.31.36_PM.png
  2. If available, select whether to answer with content from your Library, or from completed answers in other Projects
    Run Magic on Library or Projects.png
  3. Select any desired filters and options
     

    Learn more: What Are the Magic Search Options?

  4. Click Run Magic

Running Magic on Specific Selected Entries Using Bulk Select

 

Tip: When the project is first loaded into the workspace there is an option to click Run magic on selected entries. The first unanswered Project entry will be selected along with the option to select other unanswered entries as well.

Pasted_Image_2023-05-19__3_24_AM.png

Magic can be run on selected entries providing flexibility in how you run Magic and returning more granular results. This will allow for more accurate results as you can apply more refined filtering targeted to the selected set of questions.

  1. Select the checkbox in the upper-left corner of the Entries on which you want to run Magic
    Project Entry selection checkbox.png
  2. Click Run Magic at the top left of the Project
    Option to run Magic on selected Entries.png
  3. If available, select whether to answer with content from your Library, or from completed answers in other Projects
    Run Magic on Library or Projects.png
  4. Select any desired filters and options
     

    Learn more: What Are the Magic Search Options?

  5. Click Run Magic

Working with Answer Sets in Magic

Before running Magic, ensure the relevant Project Answer Sets are mapped to your Library so that dropdown answers in the Project Entry can be automatically filled.

Answer Set Mapped to Library.png

If an Answer Set in the Project is not currently mapped to the Library, Project Entry’s Answer Set Options will not be filled in by Magic.

 

Tip: To include your Library Entry Answer Set Options in Entries without an Answer Set, select Prepend Answer Set to answer text in the Magic Advanced Options. The Answer Set Option and text Answer will both appear in the Answer field for Project Entries completed using Magic.

 

Learn more:

Related to

Related articles