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Flows Troubleshooting & FAQs

  • Updated

Do you still have questions about Flows? We are here to help! 

 

In this section, we will answer these questions:

 

What applications are compatible with Flows?

The Spekit Flows product has been optimized for Salesforce and CPQ web applications, excluding Service Console. 

 

What will happen if I try to create a Flow on a non-Salesforce / CPQ tool?

Depending on the complexity of the process you are attempting to capture and the web application you are using, you may run into one or more of the following issues:

  • The Flow steps may not properly anchor to elements on the page.
  • Page load times may increase significantly.
  • The Flows capture system may become unresponsive.
  • The Flow preview mode may behave inconsistently.

 

What are the different step types of a Flow?

Click specific element - This step type guides users on a specific path in your application. Use this when you want your end users to click on a specific button, tab, or record in the experience*

  • Viewer experience: The viewer will see the instructions that you have written in the step description in a tooltip next to the element you selected, and only the element that you selected for the step will be highlighted on the page (the rest of the page will be greyed out) for the user to click on. The only way for the user to progress to the next step in the flow is by clicking in the highlighted area of the page.

Click next step button- This step type allows your users to learn about or engage with areas of the web application. Use this when you want your end users to get familiar with parts of a page (product tour), or fill out form field(s). 

  • Viewer experience: The viewer will see the instructions that you have written in the step description in a tooltip next to the element you selected. The tooltip will include a next button below your instructions. The screen will not be greyed out, and the users are able to interact with the page. The only way for the user to progress to the next step in the flow is by clicking on the next button in the step tooltip. 

 

Click any element - This step type allows you some flexibility in how you guide users through the application. Use this step type for more complex scenarios, like when you want your users to navigate to non-specific records (example: The account that they actually need to update rather than a generic demo account), navigate multi-level hover menus or use a search bar to navigate through an application. 

  • Viewer Experience: The viewer will see the instructions that you have written in the step description in a tooltip next to the element you selected. The rest of the screen will not be greyed out, and users are able to view and interact with the page. The user progresses to the next step in the flow by clicking anywhere on the page. Note: It is important to clearly communicate where you want the users to click in your step instructions!

 

What are the first steps to troubleshooting Flows?

  • If during preview mode you see the following message, it means that the Flows product was unable to find the element that your Step was anchored on. 2_-_Troubleshooting.png
    • This can happen if the page has not had time to fully load, the element does not exist on the page, or our system experiences technical challenges trying to identify and locate that specific element. From here you can do the following: 
      • Try Again: This will give the system more time to search for the correct element.
      • Reselect Element: This will give you the option to reselect the element that the step should be anchored on. 
      • Delete Step: This will delete the step. We do not recommend deleting steps as it may disrupt your end users' Flow experience. 
  • If you are having any other issues with the Flow creation process, try re-recording the Flow.
  • If you are still experiencing issues, contact your CSM or support via support@spekit.co with as many details as possible.

 

How can end-users access Flows?

There are a few ways that end-users can access flows: 

1.) Automatic pop-ups - Enable the auto-launch setting. If this setting is turned on, the Flow launcher will appear when end users visit the starting URL (the page where your first flow step was created). The user will have the option to snooze the Flow for 24 hours and will be shown the Flow again when they visit that page until they complete the Flow.

2.) By clicking a link - From a Spekit-generated link that can be added to a Spek, a Spotlight, or shared externally. This link can be generated by navigating to Wiki > Flows, tapping the ellipses action menu, and selecting Share. Select the Published Permalink option to copy a shareable link to distribute as needed.

3.) Search - Users can search for Flows in the Spekit extension or web app by selecting ‘Flows’ from the dropdown menu and searching for the Flow title


💡 Pro Tip: If you want to automatically direct users to a flow from a different URL than the starting URL, create a Spotlight, and set the Spotlight button action to the Flow share link (see option 2 above).

 

Can a Flow be Deleted?

Yes, a Flow can be deleted while in progress or after it has been saved. Click here to learn how to delete a Flow. 

 

How do I move the tooltip position during the Preview and Edit of a Flow?

You can move the position if it is blocking any important information that your end users may need to reference. Click the four arrows button in the left-hand corner to see the available locations for the step around the selected element and adjust the position. 

 

3_-_Move_Tooltip.png

 

There are a few nuances to be aware of:

  • If there is enough space on the page, you will be able to shift the step position to 4 places around the element you selected: top, bottom, left, & right.
  • If there is not enough space on the page (i.e. the selected element takes up the full width of the page), then the creator will not see the option to move the tooltip to that area.
  • In some scenarios, there is enough space, but the ‘Create’/’Edit’ step is too big to fit in that location. When this happens, the creator will be allowed to shift the step position in the edit experience, but when they save the position, the create UI will not display in the location they selected for the viewer. In preview and view mode, the step will display in the saved location.

 

 

Can creators edit Flows in Preview Mode?

Flow creators are able to edit most step information (description and step position) from the preview mode. Currently, creators are not able to change the Next Step Trigger in edit mode. 

 

 

Can Flows be tied together or branched (bridged)?

Not currently. Spekit wants to keep Flows simple and easy to use because bridging can cause things to break.

 

Flows Thumbnail Image - Width x Height

The image container has 400px width, 240px height.

 

The image's width is stretched/shrunk to fit 400px. If the stretched image height extends beyond 240px, it is centered and clipped.

 

Below is an example ideal image size:

unnamed-45.png

 

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