Support Home Analysis Publishing and Open Science Experiment Builder (Beta)

Welcome to the new look Experiment Builder

  • Overview
  • What's new?
  • Design tab
  • Data tab
  • What's next?
  • Recruitment and Participants tabs
  • What comes later?
  • The future of the Experiment Builder
  • Classic vs new
  • Design tab differences
  • Data tab differences

Overview

Gorilla's Experiment Builder tool is unique in the world of online study building, as it provides a visual interface for constructing your participants' journey through your study, allowing you to implement counterbalancing, randomisation, redirects to external sites, and more. As a core part of Gorilla, and as part of our ongoing modernisation work on the backend of the platform, we thought it was high time the Experiment Builder received the same 2.0 treatment that Task Builder and Questionnaire Builder have had. However, we also didn't see the need for a whole new Experiment Builder tool.

That's why the new look Experiment Builder isn't a new tool, it's the existing Experiment Builder that you're used to but with a fresh user interface (UI), better performance, and more user friendly guidance.

In 2024 we released the beta version of the Design and Data tabs, an upgrade to your existing experiments that will make it easier to build both simple and complex studies. From any experiment, you can try the new Design/Data tabs and explore the new features and capabilities. Any changes you make will be recorded and available in the original tabs, and you can switch back and forth between the new and classic views as much as you like.

You'll also find a Feedback button in the lower right of the canvas - please do use this (as many times as you wish!), as every bit of feedback helps us improve.

Design tab

Better Performance

Users with large, complex experiment trees found the Design tab would become slow to load and interact with (or sometimes stop working altogether!). We've completely rebuilt how we draw the experiment tree so it should scale better with more nodes and an even larger experiment canvas. We've also reworked how a lot of actions on the Design tab load and run, so the experiment canvas needs to refresh much less frequently.

Zoom in and zoom out

You asked - and we did! The top requested feature on our roadmap was for the ability to zoom in and out of the experiment canvas, and at long last the changes we mention above also allowed us to implement this in the new look Experiment Builder. See all of your experiment in a single screen and navigate with ease. You'll also be able to increase the size of the experiment tree, to accommodate even larger experiments, both horizontally and vertically (coming soon!).

Better Tree Interactions

Tree nodes are more visually dynamic with a node's connections moving with them when you drag and drop. This makes it easier to see how nodes in the tree are connected together. You can also directly delete connections (hurrah!) rather than having to delete the whole node. When trying to make new connections, nodes that are available to connect to will automatically highlight.

All nodes now have a right-click menu of Quick Actions, so the most frequently taken actions are fewer clicks away! More easily preview or remove individual nodes.

Refreshed user interface

We've modernised the UI, making full use of wide screen devices (rather than limiting to a 4:3 window). We've also replaced almost all pop-up modals with a side menu, allowing you to perform most activities while still being able to view and interact with the experiment tree. We've also brought to the forefront some important, time saving tools like "Update Nodes" and "Check Errors" that were previously hidden behind other menus.

More consistent creation and editing experience

When creating or duplicating nodes, there were some nodes that required more steps than others and a few that would require you to first add them to the tree and then organise their settings. We've unified the experience now, creating a single flow for creating new nodes in the tree. All nodes share the same UI structure as well.

In-situ documentation

While our exceptional support team always love to hear from you, it's always more satisfying to get to the answer yourself. To help you find out what everything does, we've introduced a wealth of tooltips to the interface, covering everything from UI buttons to node settings. Some of these tooltips also include links out to the main support documentation site. We're ultimately aiming for some of these external links to open with the tool itself, helping you get the information you need without taking you away from the builder.

Better error checking

The Gorilla error checker can help you find and resolve some of the common issues that arise when building an experiment. We've pulled this out of the sub-menu it was in before and placed it on the main header, so it's easier to find. When Gorilla finds errors it will (as well as list them out) highlight them in the tree. Further, if you hover over them, the tooltip will have updated to list the errors present on this node.

Better updating

The 'Update Nodes' button will help you automatically update all your nodes to the latest version (which is a common cause of previews not working as expected within experiments). We've pulled this out of the sub-menu it was in before and placed it on the main header, so it's easier to find. Further, Gorilla will also check for uncommitted changes on a task/questionnaire and warn you that these changes won't be available until you commit the task/questionnaire.

Data tab

A fresh look

The update to the Data tab will mostly focus on bringing across the new look, with a few quality of life updates.

More information

You'll now see handy tooltips on data generation settings and header text detailing how many participants you should expect to download on the current experiment version.

What's next?

The Data tab will also soon feature an allusion to some exciting updates to come.

What's next?

The Experiment Builder is more than just the Design and Data tabs! Over the next few months we'll be bringing a breath of fresh air to the other tabs as well, along with some much requested features which will be making their debut in the new look Experiment Builder. All of the tabs will be released in the same way - giving you an opt in so you can easily toggle back and forth between the original and the newer interface.

Any changes you make to your experiment, the data you generate, the participants you include/reject/delete, any changes you make at all will seamlessly persist regardless of whether you're viewing the original or the newer interface.

We'll be finalising and releasing the new look for the remaining tabs in the following order:

Participants tab

The main upgrade to the Participants tab - other than the new look - will be better search and filtering of your participants list, making it easier to take the actions you need to.

Recruitment tab

The Recruitment tab new look release will come with a wealth of new onboarding tools, helping you to get to grips with the different recruitment options. Excitingly, it will also unlock the ability to have multiple recruitment methods running simultaneously for a single experiment (among one of our most requested features).

The future of the Experiment Builder

As well as a refresh on the surface, the newer Experiment Builder includes a considerable change to all of the underlying code and architecture. Not only will this make the Experiment Builder faster and more performant, it will also improve the general wellbeing of our developers! With a more modern and flexible codebase, we'll be able to quickly iterate on newer features and powerful additions to the tooling with far less stress and code-wrangling required.

We expect that it will remain possible to switch between the classic and new UI until at least June 2025, with some newer features only being available to edit in the newer version, but still working perfectly under the hood. For example, in the newer UI you'll be able to set and edit multiple recruitment policies. In the classic UI, your multiple recruitment policies will continue to function, but you'll need to be looking at the newer UI in order to make changes. At the moment, the new look Experiment Builder is opt-in while we run the beta. It will eventually move to opt-out, once we're confident that the refresh suitably improves the user experience.

Design tab differences

To make it easier to get to grips with the new layout, this page will give you all you need to know about where to find the settings you're used to in the new look Experiment Builder.

Experiment-wide actions

Most aspects of the builder are in similar places to where they used to be. For example, the Preview, Version History, Cancel, Commit, Update Nodes and Check Errors buttons are still in the top right of the builder.

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One key difference is that we've pulled some of those actions out into an extended header so that you can more easily access the buttons that are needed the most.

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Adding new nodes

In the classic version of the builder you could choose a node type from the toolbar above the canvas or select 'Add New Node' - they did the same thing.

Once you've chosen the node you want, it would automatically place itself on the tree (not necessarily where you wanted it, and occasionally out of view!).

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In the new look builder, it's one continuous journey. You add nodes from the left hand button, select your node type, apply any relevant settings that the node might need, and then you place it onto the tree wherever you choose.

The whole time, you can see and interact with the experiment tree.

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Node specific actions

In the classic version of the builder you'd need to click on the node to bring up its settings, obscuring your view of the overall experiment tree. From the pop-up modal, you could take edit its settings or perform a series of actions such as previewing, cloning, or swapping the questionnaire/task for a different one.

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In the new look builder, clicking the node brings up a side panel with all your settings in one place, which allows you to still see and interact with the experiment tree. For faster actions, such as previewing a specific node, you can simply right click on the node.

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Data tab differences

The new layout is just a new look on top of the old functionality, so there aren't many functional changes. The most important thing is that when you want to download your data, it will pop out in a side panel instead of hiding your view of the experiment tree - so can still navigate!