Define step completion rules

Updated On 25 Sep 2023
4 Minutes To Read

Print
Share
Dark
Light
PDF

Article Summary

Share feedback

Thanks for sharing your feedback!

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.

Step completion rules are defined while creating a flow.

Use the following steps to define step completion rules:

Log in to the application where you want to create content, and then launch the Whatfix 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, under the CONFIGURATIONS tab, scroll down to the Step Completion Rules section and select Manual option.
Select the desired rule from the dropdown menu.
To add additional rules, click the Add Rule button and select the desired rule.

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.

Click Save Step to finish creating the step, and then continue 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 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 checkbox	On click of next button
Entering 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 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

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 checkbox	On click of next button
Entering 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 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
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

Info

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

Was this article helpful?

What's Next

Enable Spotlight feature

Table Of Contents