General

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.

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