Create a Workflow

Workflows provide you smart-assistance by providing step-by-step guidance within an application.This simplifies application navigation by providing on-screen guidance at the moment the user needs to complete a task. It acts like a GPS that takes you on a journey to complete your day to day activities. 

To create a Workflow you need the letzNav Editor extension installed. Click here to learn more about the Editor.This article is about creating a Simple workflow. Read the Smart Workflow version of this article. 

Steps to Create a Workflow:

  • Click on the letznav Editor.

  • Click on Workflows icon in the Editor window.

  • List of available Workflows will be displayed. To start creating a new Workflow click on the + icon.

  • Enter Workflow Name, Description and then click Next to continue.

NAME: It is used to uniquely identify a Workflow in the Player.

DESCRIPTION: Describe the Workflow in brief. This will be exported to the End-User Manual.

Once the Workflow is created, steps can be added.

NOTE: Make sure to disable letzNav Player while creating Workflows. If it is enabled, the screenshot of the Player would be captured in the exported documentation.

1. Click on 'Select Element' option (top left corner) to select the element on the screen where the balloon will point.

2. Hover over the element you want to start the flow in the application and click on it. A letzNav balloon will attach to the selected element.

3. Enter Description.

4.Choose the required 'Advance On' option to control the progress of the Workflow to the next step of the flow.

    The following 'Advance On' options are available.

  • Next Button: When the user clicks on the 'Next' button on the balloon, the flow advances to the next step. 
  • Click on the element: The flow advances to the next step when the user clicks on the element (i.e., the element on which the step was built). 
  • Mouse over the element: The flow advances to the next step when the user moves the cursor over the element.
  • Change in element: The flow advances to the next step when the user changes the data in the element.
    Ex: Change in value of drop down fields or checkbox
  • Input in element: The flow advances to the next step when the user enters any value in the element.

            Ex: A text field

5.The Balloon positions can be adjusted accordingly. We have 12 different positions available.

6. If required, mark this step as an entry point. Entry points allow the Workflow to be initiated at intermediate steps based on the screen the Workflow is initiated from.

Add anchors (Anchors are elements on the page that are unique to that particular page. As a best practice, add at least three anchor elements to uniquely identify an element on a particular page.)

7.Click on Save.

To learn how to publish a workflow Click Here. Click here to explore Additional control options.

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