General Workflow Best Practice

The following article explains the best practices for working with Workflows:

  • Avoid conflicting tags like 'Always on top' and 'Always at the bottom' applied the same Workflow or any other instructional element.
  • Every Workflow that starts from the Homepage should start with a step indicating . This helps to avoid covering other elements.
  • Make sure to check the Scroll to box when the element is located near the bottom of the page.
  • When creating a Workflow make sure to provide .
  • Make sure the flow does not go beyond 15 to 20 steps. Think of grouping in case of many fields on the page. 
  • Make sure the flow can be initiated from any page.