Create Workflows

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.

Note:

Ensure that your application is connected with the Apty Studio to seamlessly create Apty content. A connected application is indicated by a green icon. If the icon appears red, refresh your Apty Studio to reconnect with your application.

	Connected	Not Connected
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Note:

To create a workflow using the New Content Creation feature, please refer to this article

You can also combine hyperlinks, images, and videos with the Workflow description 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.

Note:

Add descriptive keywords that may help users to find this Workflow in the Search box of the Apty Client. For example, for the Workflow describing the procedure of editing customer address, you may add keywords like: "customer", "address", "zip", "home address", "state", etc.

Note:

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

Note:

• Ranking enables multiple Workflows in your Apty Client to be displayed in a specific order. For example, the Workflow ranked 1 will appear at the top of the list.
• If the Workflows are not given a specific order, they are displayed alphabetically.

Note:

The Workflow will stop displaying after 30 minutes of user inactivity by default. Yet, the user can start the Workflow from the beginning the next time they use your application. However, you can modify the expiry time as necessary while creating or editing the Workflow.

Note:

• This feature flag needs to be enabled for the Apty Studio.
• This feature does not apply to applications using the Injected Player.

Note:

• The Attached tab is selected by default and is used to anchor the contextual balloon to a specific element on the webpage.
• The Floating tab enables the contextual balloon to display independent of the selected element, on nine different positions on the webpage.

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 Advanced Element Selectors for Workflows. 

Note:

• You can precisely adjust the position of the Workflow Balloon by customizing the Icon offset from -ve to +ve values. 

• 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.

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.