Zaptic now allows you to create and execute Beta-Type Flows. These are configured and appear differently to the original Zaptic workflows.
Building Beta Flows
To begin, create a new task/training and check the box to be taken to these new flows.
Give your task/training a name. Don’t worry too much, you can always change this later on by editing the title found at the top of your new flow editor or on the individual task tab.
Once in the flow, begin by adding a name to your first step.
Each step should group all questions which are related therefore, the number of steps will vary from task to task.
Once your step is named, begin adding questions.
Press the + Add Content button. You will be presented with a list of options in the form of a drop down menu.
Confirmation = App user is presented with some text and a single checkbox to follow
Date Time = App user is presented with a date/time selector
Drop Down = App user is presented with a list of options
View in Admin Portal
View in App (List of options on left and selected answer on right)
Image = App user is presented with a view only image
Image Select = App user is displayed an selection of images (with optional caption) and must select 1 or more
Multiple Choice = App user must select from a list of options
Number = App user must answer with numerical value only (restrictions can be put in place)
Photo Capture = App user can capture and upload a photo
Section = This allows to separate the questions into different sections (pages). This is usually done when there are several question types e.g. About You, Family, Hobbies, Pets etc.. The app user will open a new page when they click into the new section.
Signature = User is required to enter an electronic signature and confirm
Text Capture = User is required to input text
Text Content = User is presented text to read (title and content possible)
Yes/No = User is given the option to answer only yes or no.
To Begin Building
Start building by selecting the question type you require and adding the question title into the text box.
Continue adding content to your step..
Pressing the curly arrow icon will open the right-hand side panel and allow you to create “Show If” logic.
For example, if the answer is "3" I want to ask the user an additional question before they continue with the normal flow.
Clicking the Add Conditional Content button brings up the following screen so that the author can decide what they'd like to implement.
In this case, if the answer is 3 then show a Radio (Single Select) question.
The ability to create this logic appears on the right-hand side of the screen.
The creation /content of any conditional logic questions can be found directly below the original question. Conditional logic will only display in the app interface when the user selects/inputs the values specified by the author on creation of the logic.
Pressing the Settings Cog alongside any question types will display and additional settings which can be switched on/off. These vary depending on the question type.
In the example below I have specified that an answer is required before completing the task and that the user can not select more than 1 response.
Step routing within the new Beta flows allows the author to take the end user through different step pathways depending on the answers they provide. Routing can make certain steps invisible by skipping right past them. An example where routing could be used where the user's response in Step 1 means they should skip straight past steps 2 & 3 (potentially due to irrelevance) and be taken to step 4.
Note: It is not possible to create functional step routing if there is only 1 single step in the flow.
The example below shows how this may be implemented.
Firstly, for routing, the author must select the right-angular arrow (rather than the curly one used for conditional logic) which will display the routing screen on the right-hand side.
It is then up to the author to implement the desired routing using the guidelines provided. In this case, the user will be taken directly to Step 4 if they answer "1" to the question "How many people do you live with?".
In all other cases, e.g. answering 2 or 3 will take them to the Next Step.
All highlighted sections are configurable meaning the author can create personalised easy or complex routing depending on the process they are building.
In all cases, routing will require the user to complete the step they're working on before moving forward.
- Step 1 contains 6 questions
- Routing to step 4 is present based on a distinct answer to question 2
- If and where mandatory, responses will be required to the other 5 questions.
Ordering and Re-ordering
When building a long and complex flow, the order of the questions and/or steps is not always obvious from the outset, especially if the process does not already exist in paper logs or another system.
Drag and Drop re-ordering capability is present at step , question and response level, making this an easy change at any point in the building process.
Look out for the dotted icon which appears upon hovering over the step, question or response you wish to move.
Deletions appear in the format of a small bin icon . When concerning conditional logic there is also an option to remove the logic by pressing the button found under the specific logic authored in the right-hand side panel.
Removing a Step
To remove a step, click on the three dots to the far right of the step name and click remove.
The ability to see and test what has been built has never been easier. With the addition of the "Previe" button, authors can now view their process in real life at any point in the building process. This can be really helpful for long flows or simply to jog your memory if you've taken a break mid-build!
Look out for the purple preview button at the top right-hand side of the screen.