Guides can be composed of one or more steps in succession. If you choose the latter, to be able to move back and forth between a guide's steps or to dismiss one, we use the Requisite Buttons. Within each step you create, their default is active.
Default Requisite Buttons are NEXT, PREVIOUS, and DONE.
NEXT: When you have a walkthrough, you can advance with NEXT to the “next step”.
PREVIOUS: When you have multiple steps, you can return to the “previous step”.
DONE: Its action is to “Dismiss Guide.” This is the same one that happens when you “X” out of a Guide.
If you like to redesign your Requisite Buttons, their color, roundness and content/text can be changed through Themes in UserGuiding Panel.
Apart from that, instead of using a requisite button with a preset action, which can be canceled by removing the tick on the step editor, you can always use a custom button. To learn more about them, keep on reading...
Using a Custom Button
Customs buttons are components that you can add to a guide's step or a Hotspot. Their outlook and functionality can vary according to their designer's taste and expectations. If you ask yourself how? Let's create one and see!
First, click on +Step on step editor and choose a step type.
Once you select a step, go find it on the page and click on +ADD in green color to open the New Component Menu, then select the Button.
Once you select the Button, a template button saying GO is going to be added as a new component. You can change its text simply via click and type.
Each time you click on the Button, a new button is going to be added. You can change the location of these buttons with the actions of drag and drop. As you can see on the following example:
We've selected two buttons,
Change one's text to DISMISS and, put them side by side,
Cancel the default requisite buttons.
Now it is time to set them custom actions: What is going to happen when end-users click on them? What should be their function? Let's find an answer together!
When we click on a button, a setting menu opens just below the button itself, from left to right containing the following items:
Action ---> is what happens when you click on this button.
If you click on the arrow icon on the above image, you'll see that the default action is Go to the Next Step - click on it and see what your options are:
You can select a new action from the list:
Go to URL: For directing people to a page through the button of a guide's step.
Go to Next, Previous or, Custom Step meaning any step within the same guide.
End the Guide: Its action is to “Dismiss Guide.” This is the same one that happens when you “X” out of a Guide.
Trigger a Guide: When you choose this option, you will be prompted to select your desired Guide from a dropdown list of guides.
If you want to merge two guides, for instance, and to create an uninterrupted end-user experience, you can trigger a new guide on the last step of another one.
Also, through intermediate steps containing custom buttons that can trigger other guides can make your content branch out intelligently.
Finally, preview the work you've done and, if you're satisfied with it, don't forget to save it.