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      How to Work With Steps
      • 29 Jan 2025
      • 2 Minutes to read
      • Contributors
      • Print
      Contents

      How to Work With Steps

      • Updated on 29 Jan 2025
      • 2 Minutes to read
      • Contributors
      • Print
      Article summary

      Steps are the building blocks of applications. This document covers the basics of creating, editing, and managing of app steps.

      In this article, you will learn to…

      • Create Steps
      • Duplicate steps
      • Delete steps
      • Reorder and group steps

      Create a Step

      1. From within the app overview for your application, click "Edit". This will open the app editor.
        Edit app.png
      2. Click the 'Add' button to open the step add menu.
        Add Step.png
      3. Select the step type to be added. Read more about step types.
        add step 2.png

      Duplicate a Step

      From the App Editor

      1. Select the step you would like to duplicate.
      Note

      Select multiple steps by holding down CTRL/CMD.

      1. Select the three dot menu next to the step name, or right click the step to open the menu.
        More menu - step.png

      2. Click Duplicate.
        duplicate step.png

      From the App Overview Page

      1. Right click the Step name.
        Click step name.png

      2. Click Copy.
        click copy.png

      3. Right click the step name.
        Click step name.png

      4. Click Paste.
        Click paste.png

      Between Two Separate Apps

      Note

      You need reconfigure the logic in the duplicated step to work in the new app.

      1. Right click the Step name and click Copy.
      2. Navigate to the app you want to paste the step in.
      3. Right click the Step name that you want to come before the duplicated step.
      4. Click Paste.

      Copy Steps Between Two Separate Apps

      Delete a Step

      1. Select the step you would like to delete.

      2. Select the "..." menu next to the step name, or right click the step to open the menu.
        More menu - step.png

      3. Click Delete.
        duplicate step.png

      NOTE

      The last step cannot be deleted, you must first reorder the steps.

      Reorder Steps

      Any step can be dragged and dropped anywhere within the step menu from within the app editor. Steps can be dragged in and out of step groups to further organize your applications.

      Warn

      By default, the Next button will move to the preceding step in the app step menu, so reordering steps might impact your app functionality.

      Reordering steps

      How to Group Steps

      Step Groups help organize the content of your applications. Step groups can be created, and then steps can be added to them. See details on that process here.. Alternatly, steps can be selected and can be grouped directly from the right click menu.

      1. Select the steps you would like to group by holding CTRL/CMD and selecting each step.
        Select Steps

      2. Right click, and select "Group Steps"
        Group steps.png

      De-grouping steps is a very similar process

      1. Select the Step Group.
        Select group.png

      2. Right click, select "de-group steps".
        Ungroup.png

      Further Reading

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