Optional step does not work

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Issue

Optional steps give you the flexibility to skip certain steps that the user does not need to do. For example, if the user is already logged in to the application, optional steps to log in to the application are skipped. However, these optional steps sometimes appear in the Flow even when they are unnecessary.

toastmasters_optional_step.png

Probable Cause

One identified reason, particularly in login scenarios, is that Login and Logout buttons often use similar user interface (UI) elements. Whatfix may incorrectly identify a Logout button as a Login button and display the associated content.

toastmasters_login_element.png

toastmasters_logout_element.png

Suggested Solution

Configure a Display Rule for the Login element to show the tooltip only if the selected element text is valid.

Under Display Rules, choose Selected Element Text as Login. This ensures that the login steps in the Flow appear only when the element has the text Login on it. If the text is not Login, the login steps are skipped and the flow continues to the next step.
select_element.png

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If the issue persists, contact support@whatfix.com.