When setting up a Workflow in Apty, it’s critical to mark the first step as an entry point and include at least three anchor elements. This ensures that the Workflow accurately identifies the specific page (or URL) it should start on and that it remains stable even if the page structure changes. Anchors are key elements on the page that help in reliably locating the Workflow's starting point.
Best Practices for Setting Entry Points and Anchors
1. Marking the First Step as an Entry Point:
The first step of a Workflow should always be marked as an entry point, especially if the Workflow starts on a new page or URL. This practice ensures that the Workflow can be re-initiated correctly if users return to the starting point.
2. Selecting Anchors:
At least three anchors should be selected to ensure the Workflow is accurately tied to the correct page or section of the application. Anchors act as reference points, helping the Workflow recognize the specific environment in which it should operate. Using multiple anchors reduces the risk of the Workflow failing due to changes in the page's structure or content.
3. Using Additional Controls for Anchors:
When selecting anchors, make use of Apty’s additional controls to refine the selection process. This ensures that the anchors chosen are robust and effective, providing a more reliable Workflow experience.
4. Marking Steps on New Pages:
If the Workflow progresses to a new page or URL, the corresponding step should be marked as an entry point. This helps maintain the continuity of the Workflow across different pages of the application.
By following these guidelines, you can create more reliable and resilient Workflows that adapt to changes in the application’s structure, ensuring a smoother user experience.