An “interview” in docassemble is a YAML file that docassemble reads, and on the basis of what it finds, asks questions of a user.
The interview can ask users different questions depending on what the answers to earlier questions were.
The interview file is a series of possible questions that could potentially be asked, arranged in no particular order. Which questions will be asked, and the order in which they are asked, will be determined by docassemble. All you need to do is give docassemble an end goal.
The end goal might be as simple as “show the exit screen.” This will instruct docassemble to try to show the exit screen. But docassemble will doubtless find that in order to show the exit screen, it will need some piece of information. It will look for a question in the YAML file that will provide that information, and it will try to ask that question. But it may find that in order to ask that question, it needs to know another piece of information, and it will look for a question that provides that information, and so forth and so on. The first question will turn out to be something basic, like “What is your name?” and docassemble might not reach the exit screen until 20 questions have been asked and answered.
If the interview ever needs to know the recommended insurance, it will run this code. If it does not know the user’s age, it will ask. If the user is under 65, docassemble will ask questions to determine whether the household is low-income.
A YAML interview file is simply a text file consisting of “blocks”
---. For example, this interview has three blocks:
The first block is a “question” that defines the variable
The second block is a “question” that defines the variable
The third block is a “question” that is marked as
is not really a question, since it offers the user no option except
clicking the “Exit” button. It refers to the variable
When docassemble presents this interview to the user, it follows these steps:
- It scans the file and processes everything that is “
mandatory.” It treats everything else as optional.
- It finds a
mandatoryquestion in the third block and tries to ask the question.
- It can’t assemble the question because
favorite_animalis not defined, so it looks for a question that defines
- It looks through the blocks for a question that defines
favorite_animal, and finds it in the first block.
- It asks the user for his or her favorite animal, and goes back to
step 1. This time around, it is able to ask the
mandatoryquestion, and the interview stops there because the only thing the user can do is press the “Exit” button.
The order of the blocks in the file is irrelevant; docassemble would do the same thing regardless of the order of the blocks.
Note that the second block, containing the question about the user’s favorite vegetable, was never used because it was never needed.
This is a very simple interview; there are more types of blocks that you can write. These blocks are explained in the following sections:
- Initial Blocks - Explains special blocks you can write that have an effect on whole interview.
- Question Blocks - Explains the basics of the
questionblock, which presents a screen to the user (which usually asks a question but does not need to).
- Setting Variables - Explains how to collect information from users
- Question Modifiers - Explains ways you can enhance questions with special features, for example by adding help text or icons.
- Code - Explains
codeblocks, which are like
questions except that instead of presenting something to the user, they run Python code that defines variables or does other things that computer code can do.
- Interview Logic - Explains
initialblocks and how docassemble processes your interview YAML to produce an interview.
- Markup - Explains how to change the formatting of text in docassemble.
- Documents - Explains how to assemble documents in PDF and RTF format based on the user’s answers to the interview questions.
- Objects - Explains the use of Python objects to simplify the way information is organized.
- Groups - Explains how to gather information into special variables that contain zero or more items representing a group of some sort.
- Functions - Explains how to use special Python functions to simplify and generalize the way questions are asked.
- Legal Applications - Explains some special objects types that are useful for interviews created by legal practitioners.
- Special Variables - Describes variables that have special properties, as well as variable names you aren’t allowed to use because they would conflict with the functionality of docassemble and Python.
docassemble interviews are written in YAML format, rather than assembled using a graphical user interface, because once developers have climbed the docassemble learning curve, the text format is ideal for managing the complexity of advanced interviews, since it allows developers to copy-and-paste, search-and-replace, and organize text into multiple files. YAML was chosen as the format because it is the cleanest-looking of data formats that are both machine-readable and human-readable.
The hardest part about learning docassemble is not writing Python code, since sophisticated interviews can be built using nothing more complicated than a few if/else statements. The more difficult aspect may be learning YAML. While the YAML format looks simple, it can be frustrating.
To understand YAML, you first need to understand the difference between a “list” and a “dictionary.”
A “list” is an ordered collection of things. If my to-do list for a Saturday afternoon was first to take out the garbage, and then to sweep the porch, this could be represented in YAML as:
A “dictionary,” by contrast, associates things with other things. For example, if I have some legal terms that I want to associate with an explanation, I could put this in a YAML dictionary:
While a list has an order to it (e.g., I need to first sweep the porch and then take out the garbage), the dictionary is just a jumble of words and definitions. More generally, it associates “keys” with “values.”
YAML interprets lines of text and figures out whether you are talking about a list or a dictionary depending on what punctuation you use. If it sees a hyphen, it thinks you are talking about a list. If it sees a colon, it thinks you are talking about a dictionary.
Lists and dictionaries can be combined. You can have a dictionary of lists and a list of dictionaries. If I wanted to express the to-do lists of multiple people, I could write:
Here, you have a dictionary with two keys: “Frank” and “Sally.” The value of the “Frank” key is a list with three items, and the value of the “Sally” key is a list with two items.
If you are familiar with Python’s data notation, this translates into:
The JSON representation is the same.
You can also have a list of dictionaries:
In Python’s data notation, this translates into:
YAML also allows you to divide up data into separate “documents”
--- separator. Here is an example of using three
documents to describe three different books:
YAML’s simplicity results from its use of simple punctuation marks. However, be careful about data that might confuse the computer. For example, how should the computer read this shopping list?
In Python, this will be interpreted as:
This is a list of apples, bread, olive oil, a dictionary, and flour. That’s not what you wanted!
shortening: for cookies to be a piece of text. But the
computer assumed you wanted to indicate a dictionary. YAML’s clean
appearance makes it readable, but this kind of problem is the downside
You can get around this problem by putting quote marks around text:
This will result in all of the list elements being interpreted as plain text. In Python:
YAML also allows text to be block quoted:
The pipe character
| followed by a line break indicates the start of
the quote. The indentation is important because it indicates where
the block quote ends. As long as you are indenting each line of text,
you can write anything you want in the text (e.g., colons, quotation
marks) without worrying that the computer will misinterpret what you
The following values in YAML are special:
NULL– these become
TRUE– these become
FALSE– these become
- numbers such as
3.14– these become numbers in Python
These values will not be interpreted as literal pieces of text, but as values with special meaning in Python. This can cause confusion in your interviews, so if you ever use “True” and “False” as a label or value, make sure to enclose it in quotation marks.
This YAML text:
becomes the following in Python:
One feature of YAML that is rarely used, but that you may see, is the use of “explicit mapping.” Instead of writing:
You can write:
Both mean the same thing. You might want to use this technique if
your labels in a
fields specifier are long. For example, instead
you could write:
Note that many punctuation marks, including
], have special meaning in YAML, so if you use them in
your text, make sure to use quotation marks or block quotes.
To write and test your own interviews, you will need:
- A docassemble server (see Docker);
- An account on the username and password system of that server, where the privileges of the account are “developer” or “admin.”
There are several to develop your own interviews:
- When logged in, go to the “Playground” from the menu in the upper right hand corner. The playground allows you to quickly edit and run interview YAML.
- Create a package on your local computer and then install it on the docassemble server either through GitHub or by uploading a ZIP file.
- Create a package, push it to GitHub, and then edit your interviews using GitHub’s web interface. (You can also upload static files using GitHub.) To run your interview, update your package on docassemble (which will retrieve your code from GitHub).
For more information about the development workflow, see the development overview section.
Users start an interview by going to its URL, which is the
/interview path on your site with the
i URL parameter set to the
name of the interview.
For example, the demo interview, which is hosted on the site
demo.docassemble.org, can be accessed with this URL.
Here, the interview file name is
docassemble.demo:data/questions/questions.yml. This tells
docassemble to look for a Python package named
and then within that package, look for the file
located in the subdirectory
You can make your own packages and then install them on your site.
If the name of your site is
interview.example.com, the name of your
docassemble.mypackage, and the name of your interview
myinterview.yml, your users can access the interview at:
Note that while you are using an interview, the URL in the location
bar will change. It will end with
#page3, etc., as the interview progresses. These tags have no
direct effect and the page number has no particular meaning; these
tags exist because of their side effect, which is to enable the user
to click the browser’s back button in order to go back one screen.
The remainder of this subsection will discuss ways that you can customize the way that interviews are invoked. This is a fairly advanced topic, so if you are new, feel free to skip to the section on how answers are stored.
If you want to use docassemble to give users a list of interviews
from which to choose, there is a special page of the site, located at
/list, which displays a list of interviews available on your site.
This list is not automatically-generated. You need to configure the
list using the
dispatch configuration directive. The list of
interviews can also be embedded into a page of another web site.
This page is highly configurable. You can also replace the default
/list page with an interview using the
configuration directive. Within that interview, you can use the
interview_menu() function within that interview to present the
list of interviews in whatever way you want.
dispatch configuration directive also allows your users to
access specific interviews at human-readable URLs like:
If the user visits the main (or “root”) URL for the site, e.g.,
https://interview.example.com, the user will be redirected to the
URL indicated by the
root redirect url configuration directive. A
typical way to use this feature is to direct users to a web site
outside of docassemble where they can find out information about
the services you offer.
This can be useful when you have one primary interview on your site and you want users to be able to start it by visiting an easy-to-type URL such as:
If you do not have a
default interview, but you have configured a
/list page using the
dispatch configuration directive, then the
user who visits the “root” URL of your site will be redirected to
However, if the user had previously been using another interview
during the same browser session, going to
https://interview.example.com/ (without a
root redirect url)
will resume the original session.
If you want your users who are in the middle of an interview to be
able to begin a different interview, you can enable
link in the configuration, and then in the menu, the user will see
a link called “Available Interviews,” which directs to your
page. You can also use the
menu_items special variable within an
interview to provide options on the pull-down menu for starting other
interviews. Within the body of an interview question, you can insert
a link to another interview using the
i parameter indicating the interview.
You should adjust the width and height of the iframe based on what
makes sense for the web page. docassemble can handle a variety of
sizes, but make sure you test the user experience both on desktop
and on mobile. Since embedded interviews are often less than ideal for
mobile users, you can use the
go full screen feature to cause the
interview to “go full screen” on the user’s device once the user
starts interacting with it.
Web browsers are generally permissive about allowing iframes even when the host domain and iframe domain are different. However, some browsers, such as Safari, might block the content because of Cross-Origin Resource Sharing concerns.
If this doesn’t solve the problem, you may want to configure your docassemble site so that it runs on the same domain as your host site. You can do this if you can configure the host site to use a proxy. For instructions on how to do this, see the subsection on installing on a machine already using a web server. Unfortunately, this is a fairly complex set-up, and it may not be possible to configure this set-up on all sites.
When this is set, your server will respond to requests with special
headers that indicate to the browser that your server consents to
https://example.com to embed its content.
Even after you set
cross site domains, some browsers may still
block the iframe content if the top-level domain of the host server
is different from the top-level domain of the docassemble server.
Thus, if your host web site is
example.com, you could edit your
DNS so that your docassemble server runs on a subdomain of
example.com, such as
Another way that a browser can be persuaded to allow an iframe is if
the browser’s history includes a visit to the docassemble site.
This indicates to the browser that the user has consented to receive
content from the docassemble server. For example, when a host
example.com tries to show the user an iframe with content
legalinterviewbot.com, the browser will consult the user’s
browser history, see that the user once visited a page on
legalinterviewbot.com, so it will conclude that it is safe to show
the content to the user.
One way to establish this browser history is to have a link on your
host site that points to an HTML file on your docassemble site,
which then redirects the user back to your host site. This HTML file
can be hosted from the “static” folder of one of your packages. For
example, if your package name is
docassemble.missouri, and the file
start.html, you can point the users to the path
/packagestatic/docassemble.missouri/start.html on your
docassemble server. The content of the HTML could be something
Different browsers protect user privacy in different ways. Some users may have installed plug-ins that interfere with iframe embedding. The way that browsers behave is usually not well-documented, and it can change at any time. Thus, the most stable solution to any future cross-site scripting problems you might encounter is to make the host site act as a proxy for the docassemble server, following the model discussed in the section on installing on a machine already using a web server.
A docassemble interview can be embedded into a
<div> element in
a page of another web site, provided that the web page loads the
resources that docassemble needs. This takes more care and setup
than using an iframe because you need to reconcile the CSS and
docassemble depends on the CSS classes of Bootstrap 4 being defined. Your site’s CSS should be loaded after the CSS needed by docassemble, so that it overrides the docassemble CSS rules. (The Drupal module and WordPress plugin are configured to do this.) The CSS of your site will thus affect the styling of the docassemble interview. This is generally a good thing because you will probably want the interview to have the same look-and-feel as your site. However, some of the changes that your site’s CSS will make to the look-and-feel of your interview will not be desirable. For example, you might see excessive padding between form fields. You will likely need to make edits to your site’s CSS to adjust these parameters.
To get started with embedding docassemble into a web page (if you
aren’t using the Drupal module or the WordPress plugin), log in to
your docassemble server as an administrator or developer, then
/test_embed. You will see your default interview there,
inside of a box. Do “View Source” in your browser to see how it
works. Here is an example of what the source will look like on a
server with the URL
The idea behind
/test_embed is that you can selectively copy and
paste its source code into another web site in order to embed a
docassemble interview into that web site.
Notice that the last
<script> is a call to
/interview, which is
the standard endpoint for a docassemble interview. (You can pass
a URL parameter
/test_embed to indicate a different interview
to be used here.) The
/interview URL contains
This indicates that instead of returning HTML, the endpoint should
id attribute of a
when run, will load the docassemble interview into the
A docassemble interview will only be styled correctly if the
loaded through the call to
/interview will only work if other
Plugin, are loaded.
The lines beginning with
<link rel= and
<meta are probably not
necessary for you to include; most of them relate to favicon setup,
and your site may have its own favicon that you want to use.
However, these lines may be important if your site does not already
have similar lines in its header:
These lines can have an effect on how your interview looks on a mobile device.
You can use a different
dablock as long as you are
consistent between the
id of the
<div> and your
URL parameter in the
<script> that uses the
You can position the
<div> wherever you want, but you will want to
make sure you give it an appropriate height and width. You will also
want to make sure that you use appropriate CSS so that the interview
works well on devices of all sizes.
Note that with the exception of Font Awesome, Bootstrap, the
using a request to
dependencies of docassemble are combined into the files
bundle.js. If you want, you can un-bundle these.
The CSS files, unbundled, would be:
Another complication of embedding using a
<div> is avoidance of
problems with CORS. Problems with CORS were discussed in the
previous section on using an iframe, and these problems are even
more likely to arise when embedding in a
Even after you set
cross site domains and
some browsers, such as Firefox, may still block the content if the
top-level domain of the host server is different from the top-level
domain of the docassemble server. Thus, if your host web site is
example.com, you should run your docassemble server on a subdomain
of example.com, such as interviews.example.com.
If you still encounter problems on some browsers, consider setting up your host server to act as a proxy, following the model discussed in the subsection on installing on a machine already using a web server.
The docassemble web application uses browser cookies to keep track
of the user’s current interview session. If the user starts an
interview, then navigates to a different page, and then navigates to
/interview on the docassemble site with an
i parameter that is
the same as the
i parameter of the interview they were using before,
the user will resume where they had left off in their existing
If you want to be able to provide your users
with a URL that always starts a fresh interview session, and will not
resume an existing session, include
&new_session=1 in the URL.
Whenever this link is clicked (or the iframe is drawn), the
interview will start at the beginning, even if the user had just been
in a session of the same interview. The prior session, if any, is
If you add
&reset=1 to the end of an
/interview URL, this will
have the same effect as
&new_session=1, but if the user had just
been in a session with the same interview, that session will be
deleted. In this cirumstance, adding
&reset=1 is like a “restart”
If you do not want your users’ browsers to pass a session ID as a URL
session) to a GET request to
/interview, you can
cause the user’s browser to send a POST request to
the following parameters:
icontaining the name of the interview (e.g.,
sessioncontaining the session ID of the session.
The server will respond with a 302 redirect to
parameters that you pass to POST, except for
session, will become
URL parameters of the GET request that the browser will send after
the redirect. Thus you can set
url_args using the parameters of
the POST request to
When a user starts a new interview session, a new “variable store” or
set of “interview answers” is created. The interview answers are
stored in a Python dictionary containing the names of the variables
that get defined during the course of the interview, such as
favorite_animal in the example interview above. This dictionary is
saved in docassemble’s database.
Because this Python dictionary can contain data structures and complicated Python objects, before it can be saved in a database, it needs to “frozen” into a form that can be stored in a database and then “thawed” later. The method that docassemble uses to “freeze” and “thaw” the interview answers is Python’s pickle method.
docassemble keeps a snapshot of the interview answers for every step of the session. If the user presses the back button, docassemble will restore the variable store to the next earliest version. This has the effect of an “undo,” and there is no “redo” button.
Since the back button performs a permanent “undo,” you should not encourage your end users to click the “Back” button as a means of changing past answers. Instead, you should provide review screens where users can quickly find the answer they want to change, and change it without losing their work.
Since the interview answers are stored in a Python data structure
that can contain Python objects, you have a great deal of
flexibility in how you can structure the information you collect.
This also means that the interview answers cannot easily be reduced to
a spreadsheet the way that the results of a Google Form can be. If
you want to be able to store a session’s interview answers in a
spreadsheet form, you can write Python code to do so. There are
also some helpful Objects and Functions that you can use, such as
DAStore object, the
SQLObject, and the
If the user is not logged in through docassemble’s username and password system, then the user’s progress through an interview will be lost if the web browser is closed.
If the user is logged in, however, then when the user logs in again, the user will be able to resume the interview where he left off.
If a new user starts an interview without being logged in, and then clicks the “Sign in or sign up to save answers” link to log in, and then clicks the link to register, the user will immediately be directed back to the interview they had been using, and they will immediately pick up where they left off, the only difference being that they are now logged in.
If a logged-in user leaves an interview without completing it, closes
their browser, then opens their browser at a later time, and visits
the interview link again, they will start a new session for the
interview indicated by the
i parameter. If they then log in using
the menu in the corner, they will be directed to the
page, where they will see two interview sessions listed, including
their original session and the session they just started.
If your users will only ever need to use a single session of an interview, you might want to change the code of your interview so that they have a different experience. For example, you might want to start your interview with a multiple-choice question that asks the user if they are a new user or a returning user. If they are a returning user.
'exit' deletes the current interview
url keyword parameter redirects the user to a
particular page. The function
url_of() with the parameter
'login' returns the URL for the docassemble login page.