In This Article:
- Automate your Answers with Magic
- Search your Library
- Answer Questions Manually
- Assign Questions to other Users
There are four different ways to answer Questions in a Project.
1. Automate your Answers with Magic
What is Magic?
Magic is Loopio's automation tool to automatically populate Questions in your Project by finding the best, matching content from your Library.
Magic searches your Library for matches to any Unassigned Project Entries that currently do not have an Answer. When Magic finds a strong match, the Project Entries will be automatically populated with the best response.
After Magic populates results, the Project Entries will remain Unassigned. Loopio encourages you to review your answers after they have been populated by Magic. If no changes to the answer text are required, click the green checkmark to confirm that the Project Entry has been reviewed and is Complete.
Permissions Required: Project-specific Project Admin, or Platform-wide Projects, Level 2 (Creator) permissions or higher are required to use Magic. Learn more: Project versus platform permissions.
Note: Magic will only run on empty, Unassigned Project Entries. Magic is intended as a first pass at answering your Questions, before you have assigned any Entries out or begun answering them using the other options below. Find out more: Magic best practices
To run Magic for your entire Project:
Click Magic From within a Project
You can choose to restrict your search to a particular Category and Subcategory.
Note: By default, the Question being asked in your Project is only searched against Questions and Alternate Questions that currently exist in your Library. This helps ensure that the best answers are being pulled in with the highest match.
You can also click on Show Advanced Options to toggle Under Review Library Entries, search across various Library Entry fields, and adjust the Match Strength required to pull an Answer into your Project.
Tip: To include your Library Entry Compliance Answers in Entries without a Compliance Set, select Prepend Compliance Answers in the Magic Advanced Options. The Compliance Answer and text Answer will both appear in the Answer field for Project Entires completed using Magic.
To preview the number of results found by Magic without populating Project Entries with answers, click on the green arrow beside Run Magic and click Preview Results
You will be shown the number of Entries that would be Matched by Magic:
Click Run Magic
To run Magic for a specific Section:
Click the wand icon to the right of the Section name
I want to clear the results Magic brought in.
Magic results can be cleared individually, or in bulk.
To clear Answers brought in by Magic for an individual Project Entry, hover over the Magic icon on the Project Entry and click the "X" that appears.
To clear Magic results for your entire Project, click the arrow beside the Magic button at the top of the Project Workspace and select "Clear Magic Results"
To clear Magic results for a particular Section, click on the Magic wand at the top of the Section and select Clear Magic Results
Working with Compliance Answers in Magic
Before running Magic, ensure the relevant Project Compliance Sets are mapped to the Library so that you can automatically fill in dropdown answers in the Project Entry.
If a Compliance Answer Set in the Project is not currently mapped to the Library, Project Entry’s Compliance Answers will not be filled in by Magic.
Check out our Magic Best Practices for details on how to make the most out of Magic.
2. Search the Library for an Answer
You can search your Library from directly within a Project Entry to quickly leverage your existing content for the most relevant response to a Question. A magnifying glass icon will appear in the top left corner of any Project Entries that are populated with Search.
Permissions Required: Library, Level 1 (Read Only) permissions or higher are required to search the Library from within a Project.
From a Project Entry:
- Click the magnifying glass icon on the Project Entry to search your Library
- By default, the Library is searched for the Project Entry's question. This can be adjusted as needed.
- To replace the current answer in your Entry, click "Replace Answer". To add the search result under the existing answer, click "Append Answer"
I want to clear a response brought in through Search.
Search results can be cleared in two ways:
- Hover over the Search icon on the Project Entry and click the "X" that appears
- Delete all text from the Answer field and click the blue checkmark to save
3. Answer Questions Manually
To answer Questions manually, click anywhere within the Project Entry Answer field and type your Answer text.
If you are working on a Project Entry and are not ready to submit it for review, click the blue checkmark to save your Answer in progress.
4. Assign Questions to Other Users
To assign a question to another User, click the Blue Assign button on the Project Entry.
For more information on assigning Entries to Users in bulk, read more: Can I Assign Entries by Section and Subsection?
Restoring a Project Entry to its Previous Version
To restore a Project Entry to a previous version:
- Click the calendar icon on the Project Entry to display the history of the Entry
- Click “View Details” on the Project Entry History version you would like to restore
- Confirm that this is the version of the Entry you want to restore
Note: The version shown when “Compare with None” is selected is the version that will be restored.
- Click Restore