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    Define step completion rules
    • 11 Jul 2025
    • 5 Minutes To Read
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    Contents

    Define step completion rules

    • Updated On 11 Jul 2025
    • 5 Minutes To Read
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    Article summary

    Step Completion Rules in a Flow helps 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 dropdown menu, etc.

    Define a Step completion rule

    Step completion rules are defined while creating a flow.

    Use the following steps to define step completion rules:

    1. Log in to the application where you want to create content, and then launch the Whatfix Studio.
      CLM_editor plug in2

    2. Click Flow.
      Studio_Click_Flow

    3. Enter the name of the Flow as you want it displayed to the users.
      Studio_Enter_Flow_Name

    4. Click + Add Step.
      Studio_Click_Add_Step

    5. Click the desired element on the page that the user needs to select.
      Create_Flow_Leads_Click

    Note:

    • With the new Flow enhancement feature, you have the option to select two types of Flow steps, and not just element latching Flows. A dialog box appears on the application to highlight the two types of Flows. Under Choose step type, select a Flow step based on your requirements: either Attached to element or Free-floating.

    Studio switcher enables you to switch between 2 flow types: element-attached flow types and free-floating flow types

    Attached to elementFree-floating
    When you select this type of Flow step, it remains attached to an element on your application.When you select this type of Flow step, it remains flexibly positioned devoid of any element attachment

    1. After element selection, under the Configurations tab, scroll down to the Step Completion Rules section and select Manual option.
      2024-10-18_10-22-29.png

    2. Select the desired rule from the dropdown menu.
      Editor_flow_step_rules

    3. To add additional rules, click the Add Rule button and select the desired rule.
      2024-10-18_10-23-22.png

    RuleDescription
    On click of next buttonThe next step is displayed when the "next" button in the tooltip is clicked. This is 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 elementThe next step is displayed when the users click the selected element. This is 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 elementThe 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 is 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 is 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 changeThe next step is displayed when users click the selected element in a drop-down or set of options. This is used when users are expected to click an element in a drop-down (in the collapsed state) or from a given set of options.
    On Right Click of MouseThe next step is displayed when users do a right-click on the mouse. This is used when users are expected to click an option after right-clicking on a page.
    On Keyboard - Enter, Tab, or EscThe next step is displayed when users click Enter, Tab, or Esc keys on the keyboard.
    Info:

    The Step Completion Rules for Free-floating step type are of only two types:
    There are only 2 types of step completion for free-floating flows on Studio

    What does the step type mean?

    On click of “next”On page refresh (in case of change in URL)
    The next step is displayed when the "next" button in the tooltip is clicked. This is 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.The next step is displayed when the users refresh the page. This is used in payment pages after successful payment where the page automatically refreshes.

    For more information on the Step Completion Rules for Attached to element Flows, see Define step completion rules.

    1. Click Save Step to finish creating the step, and then continue creating the Flow.
      Studio_clicksavestep

    Find a Step completion rule using an action

    ActionSuggested Step Completion Rule
    Selecting an element in a drop-downOn selection change
    Selecting an option from a set of optionsOn selection change
    Clicking a buttonOn click of selected element
    Clicking an icon, text, or any elementOn click of selected element
    Selecting multiple options using checkboxOn click of next button
    Entering value in a text or number fieldOn click of next button
    Selecting an element in a drop-down that opens automatically when the cursor is hovered over itOn hovering over selected element
    Select an option after doing a right-click on mouseOn Right Click of Mouse
    Closing a pop-up using the Esc keyOn Keyboard - Esc
    Saving the form using the Enter keyOn 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

    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" buttonOn click of selected elementOn hovering over selected elementOn page refresh (in case of change in URL)On typing textOn selection changeOn Right Click of MouseOn Keyboard - EnterOn Keyboard - TabOn Keyboard - Esc
    On click of "next" buttoncrossticktickcrossticktickticktickticktick
    On click of selected elementtickcrosscrosscrosscrosscrosscrosstickcrosscross
    On hovering over selected elementtickcrosscrosscrosscrosscrosscrosscrosstickcrosscross
    On page refresh (in case of change in URL)crosscrosscrosstickcrosscrosscrosscrosscrosscross
    On typing texttickcrosscrosscrosscrosscrosscrossticktickcross
    On selection changetickcrosscrosscrosscrosscrosscrosstickcrosscross
    On Right Click of Mousetickcrosscrosscrosscrosscrosscrosscrosscrosscross
    On Keyboard - Enterticktickcrosscrossticktickcrosscrosscrosscross
    On Keyboard - Tabtickcrosstickcrosstickcrosscrosscrosscrosscross
    On Keyboard - Esctickcrosscrosscrosscrosscrosscrosscrosscrosscross

    Info:

    If there is a "default" selection (pre-selected value) while selecting a dropdown element, a change in selection is mandatory for step completion.

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