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      Workflow Branching using Jump Steps

      Adding Jump Steps to the Workflow allows users to skip a step or a series of steps (i.e., Jump from one step to another) based on a set of conditions provided.

      To add a Jump Step to the Workflow, follow the steps below:

      1.  Open the Apty Studio application and select the hosting application you plan to work with. The Apty Studio menu opens.

      2.  Click Workflows. 

      You are redirected to the list of the Workflows available for this hosting application.

      A series of steps in the Workflow will be displayed.

      3.  Hover the cursor over the row with a Step that is associated with the condition that may influence Workflow execution and click the vertical ellipsis icon.

      4.  Click Add Jump Step. A Jump Step screen opens. We 

      5.  Click+ Add Condition.  Select the conditions that trigger switching to a Step different from the on that follows according to the regular order. The available options in the Conditions drop-down list are as follows:

      • Element Comparison
      • Element Presence
      • Label Comparison
      • Spotlight Comparison
      • Storage
      • Segment
      • Custom Script

      Note:

      You can add or remove more than one condition to your jump step by clicking the + and - icons respectively.
      5.1  ELEMENT COMPARISON
      you can skip steps in your Workflow by comparing the Label/Spotlight values of two elements that are present on the same DOM.

      The following conditions can be compared using the element to element comparison:

      • One element’s Label with another element’s Label.

      • One element’s Spotlight(Input) value with another element’s Spotlight(Input) value.

      • One element’s Label with another element’s Spotlight(Input) value.

      • One element’s Spotlight(Input) value with another element’s Label.

      		  
      5.2  ELEMENT PRESENCE
      Element Presence will allow a selection of element whose presence will decide whether to skip to specified step or not.
      To define the element of the hosting application which should determine whether the Workflow should be transferred to another step, click Select Element. The control is now passed to the browser window to click on the element of the hosting application to define its significance.
      NOTE:
      • The element selected can be changed by clicking Re-selecting Element.
      • Multiple conditions of Element Presence type can be added.
       
      		  
      5.3  LABEL COMPARISON
      Label Comparison allows the flow to get skipped based on the text of the label selected. We can skip to steps if the label is equal to a string or not equal to a string.
      • To set up Label Comparison, click Select Label. The control is now passed to the browser window to define the element, the input for which is going to be tested.
      • Access comparison criteria from the drop-down list: Equal, NotEqual, Regex, Contains, EmptyValue, NotEmptyValue.
      • Define the relation between the Label and value based on the defined comparison criterion.

      Note:

      Multiple Label Comparisons can be done at a time.

      		  
      5.4  SPOTLIGHT COMPARISON

      This will allow the skipping of steps based on the value typed into an input field.

      • To set up Spotlight Comparison, click Select Label. The control is now passed to the browser window to define the element, the input for which is going to be tested.
      • Access comparison criteria from the drop-down list: Equal, NotEqual, Regex, Contains, EmptyValue, NotEmptyValue.
      • Define the relation between the Spotlight and value based on the defined comparison criterion.
      		  
      5.5  STORAGE
      This will allow a Workflow to branch depending on storage variables present in the host applications, such as the Window Variable, Local Storage, Sessions Storage, and Cookies.
      To select the condition rule for the Jump Step as Storage,
      a.  Click the Select Rule Type dropdown and then select Storage.
      b.  Click the Select Storage Type dropdown and then select one of the following Storage keys.
      • Window Variable
      • Local Storage
      • Session Storage
      • Cookie Storage

      c.  Enter the key value for the selected storage type.

      d.  Select the required operator from the dropdown.

      e.  Enter the value for comparison.

       

       

       

       

       

       

       
       
      5.6  SEGMENT
      This allows you to branch a Workflow based on segments if those segments are related to a certain user.
      To select the condition rule for the Jump Step as Segment,
       
      a.  Click the Select Rule Type dropdown and then select Segment. 
      b.  Click the Select Option dropdown and then select one of the following Segment values.
      c.  Select the required operator from the dropdown.
      d.  Click Select Segments to add the segment to your Jump Step.

       

       

       

       

       
       
      5.7  CUSTOM SCRIPT

      This allows the skipping of steps based on the conditions we write in the script.

      Custom script comes into play for advanced condition control.

       

      6.  After choosing a condition, specify the step below to which the flow should skip if the specified condition is met.

      Note:

      The steps in the 'Jump to' drop down is limited to the steps which have the same entry point as the skipping step (i.e., the steps which can be displayed in the same page)

      7.  Click Save.