The menu bar, in addition to providing standardized Windows options, offers a number of features with distinct functionality for the Interaction Designer.

File Menu

OptionDescription/Notes
New Creates a new Interaction. For details, refer to Creating Interactions.
Open Opens an existing Interaction (i.e., an Interaction saved on a local disk).
Open recent Opens an Interaction that has recently been worked on. Users can select from a list of up to 10 recently created/opened Interactions.
Close Closes the currently displayed Interaction. If there are unsaved changes, you will be prompted to save them.
Export procedure Exports the Interaction content as a Word document or an HTML file.

Note: This option is not available when the Interaction Designer is launched on a virtual desktop.
Export Interaction Map Exports an Interaction as a .png file to your local file system. The image can then be opened using a variety of desktop publishing and image tools, and printed or otherwise manipulated for presentation.

Note: This option is not available when the Interaction Designer is launched on a virtual desktop.
Save Saves the current Interaction to disk.
Save as new Saves an Interaction as an entirely new version (clone) of a current Interaction, with unique identifiers assigned to the new Interaction. This avoids overwriting issues when Interactions are published.
Exit Quits the Interaction Designer.

Edit Menu

In addition to standardized Windows editing tools (Undo, Copy, etc.), this menu provides the following options:

  • Find: Opens the Interaction Search Tool.
  • Set as start element: Designates a selected Interaction element as the starting point of the flow.

Note: Use caution when copying elements from one Interaction to another. When copying portions of an Interaction, it is recommended to verify that all the copied elements function properly. The best practice to ensure that all functionality is maintained is to use the Save As New option (in the File menu).

Insert Menu

These menu options enable you to add elements to the Interaction. For a summary of the different options, refer to Visual and Non-visual Elements.

Interaction Menu

Interaction menu options are listed and described in the following table.

Interaction menu options are listed and described in the following table.

OptionDescription/Notes
Run Runs the Interaction from the Designer for testing purposes. When an Interaction is run, it is displayed in the Interaction User pane. Users can then flow through the Interaction and its various pathways, to explore its meaningfulness. Necessary modifications can quickly be made and tested.
Important: Before an Interaction can be run, a single Interaction element must be selected as a Start element. (Right-click on the element, and select Set as start element.) This is where the application initializes from.
An Interaction Reference element cannot be set as the starting element.
Publish Attempts to send the current Interaction to the web server, to be published. Once published, the Interaction can be found on the web server, but the file version remains on the designer’s PC.
For more information, refer to Publishing Interactions.
Summary Allows users to view and modify additional details which are saved together with an Interaction. This additional information includes name, versioning, description, and default yes/no texts for Questions.
Multilingual Support Opens the Multilingual Support dialog, which enables you to add language packages and set the Interaction's default language.
Capture Downloads an Interaction (or Interaction-related information) from the web server. For details, refer to Capturing Interactions and Capturing Reports.
Bulk Publish Enables you to publish a group of Interactions simultaneously.
Organize Layout Redraws the Interaction using a tree layout. This option can be useful to prevent an Interaction from becoming overly cluttered.
Tip: If the tree layout is not suitable for the Interaction, the Edit > Undo option can be used to redraw the Interaction as it was before.
Show Dependencies Opens the Interaction Dependencies popup, which lists all versions of approved Interactions that call the currently open Sub-Interaction. This helps designers to easily assess the impact of changes done in the Sub-Interaction.
Get Interaction Link Displays the path to a published Interaction, so you can copy it and share it with others. For more information, refer to Sharing the Interaction URL.

Options Menu

The Options menu enables access to the Settings dialog. This dialog allows you to define and update web server settings (Web Server tab), and select general settings for the Designer (Designer tab).


The Designer tab of the Settings dialog enables you to configure the following general application settings for the Designer:

OptionDescription/Notes
Provide summary when the mouse is over an element When this checkbox is selected, a summary of the element’s configuration settings is displayed in a tooltip when the mouse pointer is positioned over the element.
Show the Interaction element explorer When this checkbox is selected, the Element Explorer pane is displayed to the left of the Interaction Map. This pane lists all Interaction elements that are defined in the Interaction. For more information, refer to Using the Element Explorer.

Management Menu

This menu enables you to access the Jacada Interaction Server Admin Console directly from the Interaction Designer. Selecting Management > Admin Console opens the Login page for the Admin Console in your browser.

Note: Access to the Admin Console is limited to users who have permissions to view the Admin Console. Users with a role of Agent are not authorized to access the Admin Console. For more information about roles, refer to the Jacada Interaction Server Administration Guide.

The path to the server is taken from the Server URL that is set on the Web Server tab of the Settings dialog. If the web server settings are not configured,or are configured improperly, an error message appears prompting you to set/check them.

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