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Screen Step

Use the a Screen step to perform the following tasks:

Show instructions about what is being displayed, what to enter, and so on.

Update an object's data based on user input.

The Screen step name can contain only alphanumeric characters, underscores (_), spaces, and Unicode characters.

The following image shows a Screen step that contains what a sales rep would say to a prospect:

When the sales representative runs the guide, they see the question that they need to ask as well as buttons for each possible answer.

The following image shows a part of a simulated Screen step:

After you add a Screen step with different choices, Guide Designer creates a branch for each answer.

The following image shows a Screen step with four possible answers:

You can add steps to each branch of the Screen step.

The following image shows a Screen step with two answers:

You can insert the following field types when you edit a Screen step:

Editable Fields: Fields that the user can edit. You can proceed to the next step even if you do not enter values in these fields.

Read-only Fields: Fields that the end user cannot edit.

To create a translated version of a Screen step, see Guide Translations.

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