Define step completion rules

Updated On 19 Jun 2024
3 Minutes To Read

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Step Completion Rules in a Flow will help you define when Whatfix must stop displaying one step and then show the next step of the Flow. Step completion rules are defined while creating a Flow. For example, users move to the next step when they click the Next button, or on refreshing the page, or on selecting an option from the dropdown menu.

Define a Step completion rule

Use the following steps to define step completion rules:

Open the desktop application where you would like to create the Flow and then launch the Whatfix Desktop Studio.
Click Flow.
Enter the name of the Flow as you want it displayed to the users.
Click + Add Step.
Click the desired element on the page that the user needs to select.

After element selection, scroll down to the Step Completion Rules section.
Select the Step Completion Rules from the list. You can select multiple rules given by the desired step completion rule.

Whenever a Flow moves from one window to another, set the step completion rule as On click of selected element to the step that precedes the new window.

Rule	Description
On click of next button	The next step is displayed when the "next" button in the tooltip is clicked. This can be used when users have to select multiple options using a checkbox or in text fields and then move to the next step after giving inputs.
On click of selected element	The next step is displayed when the users click the selected element. This can be used when the tip is created on a clickable button, link or HTML element. The Flow expects the user to click on the element to move to the next Flow step.
On hovering over selected element	The next step is displayed when the users hover the cursor over the selected element.
On Right Click of Mouse	The next step is displayed when users do a right-click on the mouse. This can be used when users are expected to click an option after right-clicking on a page.
On Keyboard - Enter, Tab, or Esc	The next step is displayed when users click Enter, Tab, or Esc keys on the keyboard.

8. Finish creating the Flow.

Find a Step completion rule using an action

Action	Suggested Step Completion Rule
Selecting an element in a drop-down	On selection change
Selecting an option from a set of options	On selection change
Clicking a button	On click of selected element
Clicking an icon, text, or any element	On click of selected element
Selecting multiple options using the checkbox	On click of next button
Entering a value in a text or number field	On click of next button
Select an option after a right-click on the mouse	On Right Click of Mouse
Closing a pop-up using the Esc key	On Keyboard - Esc
Saving the form using the Enter key	On Keyboard - Enter

The step completion rules that are available are automatically limited by the kind of step completion rule you select. This is done to limit the scope for errors that could result in Flow failures.

Combination of step completion rules are as follows

	On click of "next" button	On click of selected element	On hovering over selected element	On typing text	On Right Click of Mouse	On Keyboard - Enter	On Keyboard - Tab	On Keyboard - Esc
On click of "next" button
On click of selected element
On hovering over selected element
On page refresh (in case of change in URL)
On typing text
On selection change
On Right Click of Mouse
On Keyboard - Enter
On Keyboard - Tab
On Keyboard - Esc

Note:

If the application has a default selection (pre-selected value) that's already selected in a dropdown menu, then the step completes only if the user makes a change in the selection. The step is not completed even though the desired value is already selected. Users need to select another value and then switch back to the desired value.

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