Central and ActiveVOS Screenflow

9.2.4.6
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Part 2: Beginning the Guide The First Step

All actions that Guide Designer performs are defined by the steps that you place within it. This topic describes the Create new contact an Service Call step. Here it is in relation to the steps that you will create:

To help you get started, the Guide Designer added two steps to the canvas. The first (the one on the left within a circle) is a "start step". There are no actions that you will ever perform on a start step. As it name indicates, it is the place where Guide Designer will begin executing your guide. The second is an untitled step. This is actually where you begin. You will add additional steps in other parts.

The Create new contact
step adds information about a contact to your application's database. Guide Designer will do this automatically when users complete this step.

The procedure is as follows:

Double-click on the untitled step.

Step Type
: Select Service Call
from the picklist.

Title
: Type "Create new contact".

Action
: Select Create
, then in the displayed menu click Create Contact
.

The Information tab
now contains input and output fields. The field's data type is displayed and if it is in an input field, a description of the field.

Click the Input tab
.

The Input tab
has all of the field's within a contact record. All but Business Number are required--notice the asterisk. If a Business Number isn't needed, you can delete it from by clicking the "x" to the right. Not all Service Call input tabs contain all of the table's fields. (The developer who connected Guide Designer to an application defines which are displayed and which are required.)

Set the source for Account Id to be Field
, then select Account Id from the Field picklist. The rest should have their sources set to Screen
. When the source is set to Field
, Guide Designer uses the value in the current context. When it is set to Screen
, you will need to insert a place into which the user can type information within the Input Screen tab.

Note
: For information on setting sources, see Setting Source Value
s elsewhere in this help.

Click on the Input Screen tab
.

Guide Designer places a button for each of the sources you set to Screen within the Input tab. You will need to insert these buttons into the canvas.

The area beneath the editing buttons is called a "canvas". You will use it in much the same way as you would a page within a text editor such as Microsoft Word.

Begin by typing text that tells the user what to do: "Enter the contact's information". Next, type press your keyboard's Enter key. Click on the buttons in the order shown in the following figure, pressing the Enter key between each. Notice that after the field is inserted, the button is shown in gray.

At any time, you can see what a step looks like by pressing the Preview
button in the bottom-left corner.

The Preview
button is now an Edit
button. Press it to return to the Service Call step's canvas.

Press the OK
button in the Service Call step.

Go to the menu bar and press Save
.

After you press OK
, the Guide Designer uses the title you had typed as the name of the Service Call step. The Guide Designer also adds another untitled step. In the next topic, you will set this to be a screen step.

Rename Saved Search

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Central and ActiveVOS Screenflow

Central and ActiveVOS Screenflow

Part 2: Beginning the Guide The First Step

Part 2: Beginning the Guide The First Step