User Actions as Visibility Rules

Condition Type

Description

Operators

User Activity

Checks whether a checklist or other content has been finished by the end user

  • Is completed

  • Is not completed

  • Is initiated

  • Is not initiated

Example: Unlock additional content only if the user has completed the initial training checklist. If the training checklist is completed, the content is unlocked.

 user activity eg-1

Condition Type

Description

Operators

Clicks/Hovers (Autotrigger)

Triggers workflow based on user clicks on an element

  • Clicks on

  • Hovers on

  • Does not click

Example: A Salesforce Lightning application automatically triggers a workflow when a user navigates to the "New Opportunity" tab. This workflow guides the user through the process of creating a new opportunity.

 new auto trigger

Condition Type

Description

Operators

Input Value (Autotrigger)

Based on the value the user inputs in a field

  • Equals

  • Not equals

  • Contains

  • Not contain

  • Starts with

  • Ends with

  • Greater than

  • Less than

  • Regex

Example: Checks if the Amount entered meets a certain threshold; if it does, trigger a workflow to review the opportunity.

 input value eg

Condition Type

Description

Operators

User Inactivity (Autotrigger)

If the user remains inactive for a certain period of time

  • At least (seconds)

Example: Show a "Need more help?" prompt if the user has been inactive on a page for more than 5 minutes. If the inactivity period is greater than 5 minutes, the prompt appears.

 user inactivity