✏️Routing Forms/Event Routing

Further dicussions would happen on RFC and once we ship it, it would have final implementation details

Why Routing Forms

..........

Types of Routing

• Route to particular cal link.

• Route to booking with a particular member of a team event that's the best match. It can be like a new addition to Scheduling Type options (Collective, Round Robin) - Calendly doesn't seem to have it.

• Route to external URL e.g. if requirements for a meeting don’t meet

• Route to a Page with a custom message e.g. Thank you for your interest but we aren't ready to serve you yet.

Features

• Support in both embed and direct Cal link.

• Enrich using the data directly provided by the user or any plugin(e.g. in embed there can be a plugin that can use the data available to the website about the user) and then use the data to decide which team member to route to.

• Duplicate a Routing Form

• Export Results

  • As there would be more data that can be useful for the organizer to learn about the booker before the meeting, this is important.

• Questions can be marked required/optional

Questions?

• Do we use the private URL for it or make it work directly with the public Cal Link ?

Components

Form Builder with logic(UI)

Purpose

• To create questions.

Types of Questions

• Name - Calendly doesn't allow routing based on it

  • Flavours

    • Single Input Box

    • Full Name, Middle Name, LastName

• Email

  • Operators - Operates on Email domain only(probably)

    • includes

    • doesn't include

• Phone Number - Calendly doesn't allow routing based on it

• Short Text - Calendly doesn't allow routing based on it

• Long Text - Calendly doesn't allow routing based on it

• Radio

  • Operators

    • is

    • is not

• Single Select

  • Operators

    • is

    • is not

• Multi Select [Not in Calendly]

• Checkbox [Not in Calendly

Routing Module(UI)

• [Not in Calendly] It can allow the user to choose the route to a different next question based on previous answers

  • Software Engineer →Go to Question(To Learn Programming Language) → C++(answered) -> Book a meeting with a C++ Expert

  • Designer → Go to Question(Learn which Design tool) → Answered(Figma) -> Book meeting with a Figma expert

Useful Open Source Projects

• A query builder that can export to JSON Logic https://github.com/ukrbublik/react-awesome-query-builder

  • Pros

    • Provides Drag and Drop of conditions

    • Many operators are supported based on data type

    • Grouping Support Group1 = A || B; Group2=C || D and Group1 && Group2

    • Declarative UI builder

    • Automation Tests

  • Cons

    • Would need to work on UI.

    • Doesn't use tailwind.

    • Not well maintained. We can just fork from it

    • Automation tests in Karma

• JSON logic JS - Can evaluate JSON logic to true/false https://github.com/jwadhams/json-logic-js#readme

Team Member - Attributes set and update (UI)

MoM 12th May

• Ciaran to check Calendly and Deel to understand what should be our MVP

• Calendly is more custom and doesn't consider Calendly Team Member attributes

Sources:

Calendly Routing Forms