When creating a Workflow for users who frequently access your application, steps to login can be made optional and only appear for users who are logging in to the application for the first time. By defining the step as optional, users can skip it without breaking their flow of work.
The Workflow is maintained in all cases by skipping optional steps when specific pages or elements are not displayed to a particular group of users. For example, the steps for the login page is not displayed to users who are already logged in to the application, but it is displayed to users who have not yet logged in.
To declare a step as optional while creating or editing a step in a Workflow,
1. Log in to the Apty Studio after loading it on your web browser.
2. Select your desired application from the list provided to open it 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.
4. Once the application opens, select Workflows on your Apty Studio.
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.
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4. Choose the desired workflow and open the step you want to mark as the entry point.
5. Scroll to the bottom of the Apty Studio, and check the box labeled "Optional Step".
Note:
For workflows using the New Workflow feature, expand the Advanced section to access the Optional Step option.
6. Specify the number of seconds after checking the box - This option allows you to specify a delay (in seconds) before the next balloon appears.
7. Click Save to apply the changes and Publish the workflow to reflect the updates on the application.
Note:
In the New Workflow feature, exit the workflow step, and on the flowchart visualization, click the Save button to finalize modifications.
Once you've defined a Workflow step optional, users can skip the step to complete the Workflow process.