Video released on 30/08/2024
Continuing from Part 1, this article will cover:
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- Moving the order of elements and steps
- How to use Routing
- A deeper understanding of General Settings
- Advanced Zaptic functionality: Subsections
- Advanced Zaptic functionality: Subtasks
The below task contains below elements:
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- text content element
- Yes/No element
- multiple choice element
- conditional element that depends upon the user's answer to the multiple choice element
In this example, we will rearrange this flow to ask a series of questions only if the user has been trained in Zaptic. To do so, we will need to use Zaptic’s Routing capability. Routing is available by clicking the button.
1. Moving Elements
Currently, all of our elements are in a single step. However, we want to use routing to send the user to different steps based on their answers. So, we will need to create another step, then we'll move our multiple choice element to our new step.
Zaptic allows you to drag and drop questions between steps (and change the order of steps) using the button.
2. Routing
After clicking the Routing () button, we'll create a new route:
We will configure our routing to send the user to the More Information step if they have been trained in Zaptic. If their answer is not "Yes", the workflow will end. The routing options for "all other cases" include the choice of any specific step in the workflow, the next step in the workflow, or "End Section".
Once our routing is in place, we'll make sure to use the "Preview" button to see how our procedure will look in the app. Once we're finished, we'll hit Save in the top right.
3. Advanced Zaptic content: Sections
We can also add in Sections, under the Advanced element type, which allow us to condense another group of steps into a single link for the user to expand when they are ready to answer them.
We'll then click "Go to section", which will take us to our new Section. There we can add steps and elements to our new Section.
4. Advanced Zaptic content: Subtasks
Subtasks allow us to call existing tasks without recreating them.
Below is a screenshot of the preview of our current task. When we get to the part of the workflow that contains the Subtask element, we're presented to a link to our subtask.
Clicking on the link will take us to the task we selected in the dropdown. The task I selected, which I created separately, looks like this:
Once we complete the subtask, we can click "Done", which will take us back to the parent task.
5. General Settings
All elements in Zaptic have additional settings that are available to configure on the right side of the screen when the element is selected.
You can amend size or colours or even make elements mandatory in the flow.
Options within General Settings can be different based on the element. For example, below are the General Settings for a multiple choice element.
