Add a New Step to an Existing Workflow

You can add new steps to a Workflow using the Apty Studio if you've already created one but realized you forgot to include a certain step in it, or if your application was upgraded with new features that required you to do so to ensure users don't experience any glitches.

Info:

To learn how to add a step while creating a new Workflow, see Create Workflows.

Follow the steps below to add a new step to an existing Workflow in Salesforce.

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

2. Click Select Application.

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

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

5. Select the Workflow from the list of Workflows previously created on the application.

6. Hover your cursor over the region where you want to add the new step and then click the + icon.

7. Click Select Element to select the desired element on the page and attach the Workflow balloon to it.

Note:

Select Element is a default selector when the user creates a new Workflow step. However, you can choose one of the advance selectors from the drop-down. To learn more, see Advance Element Selectors for Workflows.

8. Enter the instruction for the step.

Info:

You can customize the step instructions and add links, images, and videos in your Workflow using the text editor.

9. Enter the step name.

Info:

You can customize your Workflow balloon using ADVANCE ON and HIGHLIGHT OPTIONS.

10. Under BALLOON POSITION, choose the desired position of the balloon. To know more about entering information inside the balloons, see Workflow Balloons.

Note:

When the Auto Positioning box is checked, Apty automatically places the balloon on the chosen element. The balloons can, however, be positioned in 12 different locations.

You can also customize your Workflows using the EXTENDED OPTIONS as mentioned in the table below,

Auto scroll to balloon	Once enabled, the Workflow automatically scrolls the page up or down according to the order of the steps.
Optional Step	Once enabled, the step can be declared optional. For instance, websites can skip to display the login steps by making them optional to log users in automatically on subsequent visits. To learn more, see Declare a step as Optional.
Display when outside the viewport	Once enabled, displays the Workflow balloon even when the selected element is outside the viewport.
Mark as Entry Point	Once enabled, plays the Workflow from the selected step on a new page. To learn more, see Mark a Workflow Step as the Entry Point.

You can click Next Step to add more steps in your Workflow before saving it.

11. Click Done to complete configuring the new step.

Note:

Once you've finished creating the Workflow, you can preview it using the Play Workflow button in the Apty Studio.

To display the Workflow for your users, publish the Workflow using either the Apty Studio or the Admin Portal. To learn more, see Publishing Apty Content.