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    How to Work With Steps
    • 09 Feb 2023
    • 2 Minutes to read
    • Contributors
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    Contents

    How to Work With Steps

    • Updated on 09 Feb 2023
    • 2 Minutes to read
    • Contributors
    • Print
    Article summary

    Overview

    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

    Multiple steps can be selected by holding CTRL/CMD while clicking steps.

    1. Select the "..." 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 Screen

    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

    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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