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Draw a campaign in the Campaign Builder

Purpose​

See a campaign's structure as boxes and arrows, change it on the canvas, ask for a first draft of it, and publish the result — the same structure the Rules tab edits, drawn.

Who this is for​

Account administrators and campaign managers.

Before you start​

  • A campaign with at least one assessment in it. See Create a campaign.
  • Reading the structure needs the campaign view permission. Changing or publishing it needs the campaign modify permission — without that the builder opens read-only and says so.
  • It is worth reading Set a campaign's rules and availability first. Everything that page says about availability, rules, refusals and publishing is true here too, because it is one structure.

Where it is​

Open the campaign, choose the Rules tab and then Open the builder. The builder has its own page, and Open the rules panel takes you back.

The two screens edit the same draft. A change you make in one is there when you open the other, and the version badges — Draft vN, Published vN, Unpublished changes — mean exactly what they mean on the Rules tab.

Reading the canvas​

  • A box is a node. The campaign itself is one box; each assessment in the structure is another, showing who answers it and a chip with its default availability.
  • A grey arrow is structure: it says the campaign contains that assessment, or that an assessment is answered by a particular unit.
  • A coloured arrow is a rule, labelled with its expression. Green makes the target mandatory, blue offers it, red hides it.
  • Anything the platform has refused is outlined in red.

The first time you open a campaign the boxes are laid out automatically. Drag one and it stays where you put it, for you and for everybody else — positions are saved with the campaign and travel with it when the campaign is cloned into the next wave. Moving a box changes nothing about what the campaign does.

Change something​

Select a box or an arrow and the panel on the right shows what it is and what you can change.

  • On an assessment box: its default availability, the same three choices the Rules tab offers.
  • On a rule arrow: what it does to the target, and its expression. The expression is saved when you click out of the box.
  • Add a rule below the canvas, choosing a source, an effect and a target.
  • Not on the canvas yet lists assessments in the campaign that the structure does not name; Add puts one on, keeping the default availability its own settings carry.

Every change is saved as you make it, and a refused change is not stored: the reasons are listed above the canvas in words, each with a Show button that selects the box or arrow it is about, and the box or arrow itself turns red. Publish stays switched off while anything is flagged. The reasons and their codes are the same ones the Rules tab shows, and are listed on that page.

Ask for a draft​

Draft with AI takes a sentence or two describing what the campaign should do — for example, everyone answers the core set, and the discipline questionnaires are offered to whoever says they lead one.

Three things are worth knowing about what happens next.

  • It can only use this campaign's own assessments. It is told which ones exist, by name, and anything else it proposes is refused.
  • It is checked the same way your own edits are. A drafted structure goes through exactly the validator a change you typed goes through, and comes back with the same named reasons if it fails. A refused draft cannot be used at all — you can only read why and discard it.
  • Nothing changes until you say so. A draft that passes is shown with Use this draft, and choosing it is an ordinary save that you can then edit or undo. Publishing is always a separate, deliberate act, and nothing here ever mails anybody.

Every draft request is recorded in the campaign's activity log, whether it was accepted or refused, along with which version of the prompt produced it.

Publish​

Publish applies the structure to everyone on the roster and reports how many people's availability moved. If somebody else changed the campaign while you were editing, the save or the publish is refused with a version conflict and a Reload the structure button — nothing is overwritten silently.

After a publish that introduced assessments to a running campaign, the builder names them and points you at the Engagement tab to announce them. An assessment that was published before, taken out and put back is listed as restored and is not offered for an announcement.

Limits and gotchas​

  • The builder edits availability and rules. Who answers an assessment, and the group that names a unit, are set on the assessment itself.
  • You cannot draw a new arrow by dragging between two boxes yet; use Add a rule.
  • Reordering the canvas is presentation only. Two campaigns with the same rules behave identically however they are drawn.
  • The canvas needs a reasonably wide window. Everything you have to read or type — the panel on the right, the problem list, both forms — is outside the canvas and reachable with a keyboard.