Table of Contents

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  1. Preface
  2. Understanding Data Types and Field Properties
  3. Designing Processes
  4. Using and Displaying Data
  5. Designing Guides
  6. Designing Process Objects
  7. Designing Service Connectors
  8. Using Connectors
  9. System Services, Listeners and Connectors

2. Design

2. Design

Jump Step

Jump Step

When you create a guide, one set of choices might require some activities and a branch would occur. After these activities are completed, the flow of steps should rejoin the actions of another branch.
For example, a guide that leads a sales rep through a conversation with a prospect could take many different branches as the rep talks about features and overcomes objectives. However, at some point in some of these branches, the rep should schedule a meeting. The scheduling step and the steps that follow may be same. Rather than add a scheduling step to each branch that needs one, you could instead jump to a scheduling step that has the scheduling steps.
Set the following property when you create a Jump step:
Property
Description
To
The target of the jump. Select from a list of available steps.
More than one step can jump to the same target step. To see how many Jump steps have a particular step as their target, place the cursor over the arrow next to the target step.
The Jump step has the following restrictions when used in conjunction with the Parallel Paths step:
  • You cannot jump to any branch of a Parallel Path step from outside of the Parallel Paths step.
  • You cannot jump to outside a Parallel Path step from within the Parallel Path step.
You can jump from one branch of a Parallel Path step to another branch.