Central and ActiveVOS Screenflow

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Part 3: Adding the New opportunities identified Screen Step

This topic adds a a second step to the guide. This step will be a screen step and will follow the Create new contact
Service Call step.

Here are some of the more common ways in which screen steps are used. Here are the most common ways it is used:

It can just contain information text.

It can ask a question.

It can contain read-only fields. These fields display information contain in your application's database.

It can contain updateable fields. An updateable field can also display database information or it can be empty. When the user changes existing field information or add new text, Guide Designer adds the changes to your application's database.

Here is a procedure for creating this screen step:

Field	Action
Step Type	Select Screen Step
Canvas	Type "Did you identify new opportunities during this call"
Prompt	Type "New opportunities identified?"
Answers	Type No and Yes

Here's what your step should look like:

After clicking OK
(and you should also save your changes), Guide Designer uses the prompt as the step's title. It also adds two untitled steps to the right, one for each answer.

For now, you'll ignore the No
branch.

Exercise
: Exercise 1: Adding the Click continue to begin Screen Step: Here you will add a screen step that is very similar to the one you added in Part 2.

Rename Saved Search

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Central and ActiveVOS Screenflow

Central and ActiveVOS Screenflow

Part 3: Adding the New opportunities identified Screen Step

Part 3: Adding the New opportunities identified Screen Step