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 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.