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Being able to use a wizard that, for example, gives the user a tour of how to use the application. This should appear as a pop-up balloon with the necessary explanation of a button or function

 

Hi Equito,

Great idea! We already had thought of this idea a couple of years back but we put the idea on hold until the Universal GUI got the majority of its (base)features. 

You could take a look at Userlane. This platform can be used to guide the (new) user through the application. Although we haven't tested this platform yet with our software, there's a good chance Userlane can be used in combination with the Universal GUI.

We'll open the idea as it would be great to be able to configure this kind of guidance software from within the Software Factory 😄


Updated idea statusNewOpen

The following idea has been merged into this idea:

All the votes have been transferred into this idea.

As mentioned by ​@PeterKeeris in the merged idea above:

The current state of the Thinkwise platform is really close for creating Wizard functionality in which you guide the user through specific steps. You can already create a task that triggers a process flow that opens another task or that opens a modal document (for letting the user enter data in a grid). However when using a modal document in a wizard like functionality, some essential points are missing to make it a complete wizard (with the use of multiple process flows):

  • Closing the modal document should be able to trigger a new process flow (for the next step in the wizard or to refresh the underlying document). 
  • It should be possible to use a custom translation for the ‘Close’ button of the modal document (same as recently was done with task buttons). You could for example rename it to ‘Next’ or ‘Continue’ and let a process flow open a new modal document or task.

Optionally, the following functionality would make it even more flexible so that you could use your own tasks (multiple) for guiding the user through the wizard:

  • Make the ‘Close document’ process action also work on a modal document (that was not opened from the same process flow).