Create a Jump Step (Workflow Execution on Conditions)

Adding Jump Steps to the Workflow allows controlling the flow execution (balloon display) based on conditions. 

A step or a series of steps can be skipped (i.e., Jump from one step to another ) based on a condition or set of conditions provided. 

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

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

2.    Click on the Workflows icon. 

You are redirected to the list of the Workflows available for this hosting application. Green dots next to the Workflow indicate that the Workflow is published. Yellow dots indicate Workflow is in the Draft mode. Workflows can only be edited when they are in Draft Mode. To change the Workflow Status, refer to this article.

A series of steps in the Workflow will be displayed.



3.   Hover over the row with a Step that is associated with the condition that may influence Workflow execution and click the    icon (three vertical dots).

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


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 Presence,
  • Label Comparison,
  • Spotlight Comparison,
  • Custom Script.

Each of the options is described below.


5.1  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.
5.2  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.

5.3  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.


5.4  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.

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