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Defining step completion rules
  • 23 Aug 2022
  • 3 Minutes To Read
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Contents

Defining step completion rules

  • Updated On 23 Aug 2022
  • 3 Minutes To Read
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Step Completion Rules in a Flow help you define when Whatfix must stop displaying one step and then show the next step of the 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 a drop-down menu, etc.

Step completion rules are defined while creating a Flow.

Use the following steps to define step completion rules for a Flow step,

  1. Log in to the application where you want to create content, and then launch the Whatfix Editor.

  2. Click Flow.
    Editor_flow_button_new

  3. Enter the name of the Flow exactly as you want to display to your users.
    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. After element selection, scroll down to the Step Completion Rules section.

  7. Select the Step Completion Rules from the list. You can select multiple rules as allowed by the desired step completion rule.
    multiple_step_completion_rules

  8. Finish creating the Flow.

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 page refresh (in case of change in URL) The next step is displayed when the users refresh the page. This can be used in payment pages after successful payment where the page automatically refreshes.
On typing text (for text boxes) The next step is displayed when the users stop typing for a couple of seconds. This can be used on text boxes where users enter values like sign up page, login page, and any other pages where users input is required.
On selection change The next step is displayed when users click the selected element in a drop-down or set of radio buttons. This can be when users are expected to click an element in a drop-down (in the collapsed state) or radio buttons.
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.

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 radio buttons 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
Selecting an element in a drop-down that opens automatically when the cursor is hovered over it On hovering over selected element
Select an option after doing 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. We've done this to limit the scope for errors that result in Flow failures.

Combination of Step Completion Rules

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

your title goes here

While selecting a drop-down element, if there is a "default" selection (pre-selected value), a change in selection is mandatory for step completion.

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