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Defining a step as optional
  • 23 Aug 2022
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Defining a step as optional

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Web applications like Facebook, Gmail, ZenDesk, and Whatfix automatically log in their users during subsequent visits. Thus, instructions to sign in or sign up may apply only to first-time users. Steps to log in can be declared optional when creating a Flow.

Optional steps ensure that the user experience is not broken because of different possible scenarios. Optional steps are skipped when those pages or elements are not displayed to a certain set of users thus ensuring continuity of the Flow for all kinds of scenarios. So if the user is already logged in to the application, they are not shown the tool tip for the login screen while those users who have not logged in, see the step to log in.

Use the following steps to make a step optional,

  1. Log in to the application where you want to create content, and then launch the Whatfix Studio Editor.
    CLM_editor plug in(2)

  2. Click Flow.
    Editor_flow_button_new

  3. Enter the name of the Flow as you want it displayed to a user.
    RB_editor_flow_name

  4. Click +Step.
    Edito_flow_step(2)

  5. Click the desired element on the page that the user needs to select.
    select_element(4)

  6. In the editor, scroll down to Advanced Options.

Note
If the Advanced Options is not displayed, click the Advanced Options checkbox to enable it.
RB_editor_flow_advanced_options
  1. Under the Make this Step optional section, select the Yes option.
    Dashboard_flows_optional

  2. Finish creating the Flow.

your title goes here

Log in to the Whatfix university and watch Defining a Step as Optional Step learning module.


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