Create Launchers – Apty Support

As soon as a user navigates to a specific page of your application, Launchers enable you to draw their attention to anything that requires quick attention. You can attach Workflows, videos, links, images, and text to the Launcher.

Here's how attaching a Workflow to a Launcher looks like,

Play

In this article, we will learn how to create a Launcher in Salesforce.

To create a Launcher,

1. Login to the Apty Studio after loading it on your web browser.

2. Click Select Application.

select

3. Choose SFL from the list of applications to launch Salesforce in your browser.

Note:

Ensure that you have added your applications to the Admin Portal before creating any content on it. To learn more, see Adding a New Application to the Admin Portal.
SFL is a default keyword created during the process of adding Salesforce to the Admin Portal.

4. Once the application opens, select Launchers on your Apty Studio.

Apty Studio_Launchers.png

Note:

You can create Apty Content only if the application is connected with the Apty Studio. A well connected application is indicated by a green color icon.

5. Select a Frame to start creating Launchers on your application page.

connected

Note:

Each page in your application must have a unique Frame connected with the Apty Studio to create Apty Content like Validations, Launchers, Tooltips, and Announcements.
The Launchers screen will prompt you to create a new Frame, unless it was created earlier, in which case Apty Studio will connect to one automatically. You can also choose a different Frame from the list of Frames that are already on the page. To understand the importance of Frames in the creation of Apty Content, see What are Frames.

6. Click the + icon or Create New Launcher button to start creating a Launcher.

click

7. Click Select Element on your Apty Studio and then hover you cursor over the element you want to select on your application.

select

Note:

Element Selection is a default selector when the user creates a new Launcher. However, you can choose one of the following advanced selectors from the drop-down:

Custom Script
CSS Selector
XPath
Text Selection

For additional information on how advanced selectors work, see Advanced Element Selectors.

8. Enter the Launcher description and Name in the input fields.

name

Note:

You can also combine hyperlinks, images, and videos with the Launcher text to enhance user experience on your application by capturing user's attention, presenting information in a more digestible way, and helping them navigate to the page they are interested in.

text

9. Check the Show Button box to attach a button to your Launcher.

show

Note:

This is an optional step if you want to use buttons instead of the default icon, which when triggered displays the launcher to your end users.

10. Choose your Launcher from the LAUNCHER OPTIONS.

Launcher

Note:

Apty provides five different Launchers that has the capability to launch:

Workflow
Video
Link
Image
Text

For more information, see Attach a Workflow, Video, Link, Image, or Text to the Launcher.

11. Under ICON POSITION, choose the desired Launcher position.

12. Select the theme for your Launcher from the drop-down.

Info:

To learn how to create new themes, see Themes (Version 4.x).

13. Under AUTO PLAY, check the trigger notification box to auto display the Launcher after a specific time of user inactivity.

click

Note:

You can select the time period from the dropdown to display the Launcher. For example, when a user initiates an action on your application and then stays inactive for 5 seconds, you can configure the Launcher to display on the user's screen after 5 to 30 inactive seconds to prompt them to finish the process.
The Trigger Notification will only work on HTML input fields and HTML select dropdowns (the elements which have focus event).
Launchers that are shown as buttons do not display any message, hence the Trigger Notification will be disabled for this form of Launcher.

14. Select a segment to display your Launcher for a specific user group in that segment.

Note:

If no segments are selected, the Launcher will be visible to all users on the application.
To create segments, see Creating Segments (Version 4.x and above).

15. Check the Display between dates box to schedule the display of your Launcher in the specified time zone between the specified dates.

16. Click Save.

Once you create a Launcher, you can make it accessible for your end users by publishing it either through the Admin Portal or the Apty Studio.

For more information, see Publishing Apty Content(version 4.x or above).

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