Create Workflows
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      3. Create Workflows

      Mark a Workflow Step as the Entry Point

      Workflows that demand users' immediate attention as they arrive on an application page can be played using Launchers and Announcements. To do this, you can designate one of the Workflow steps as the entry point, connect it to the Frame of the application page where the Launcher or Announcement will be created, and play the Workflow from the chosen step on the same page.

      To learn how to mark a step as the entry point 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.

      select application-1

      Note:

      3.  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.

        Connected Not Connected
      Apty Studio connected studio not connected studio
      Browser Toolbar connected browser not connected browser

       

      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 "Mark as Entry Point".

      Note:

      For workflows using the New Workflow feature, expand the Advanced section to access the Entry Point option.

      6. Select an existing frame that will serve as the entry point for the step.

      mark as ep

      Note:

      If a new frame is needed, navigate to the specific page of the workflow step to ensure accurate selectors are used for frame creation.

      For detailed guidance, see Create a Frame.

      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.

      save


      Once you've marked a Workflow step as the entry point, you can attach the Workflow to Launchers and Announcements to provide your users additional guidance and allow them to play the Workflow associated with it.

      For more information, see Attach a Workflow, Video, Link, Image, or Text to the Launcher.