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EXTEND YOUR PLATFORM

Guide people through their work

Build a journey that collects information, guides decisions and helps people complete a task.

What you can accomplish

Guide a colleague through collecting an order request, checking its information and completing the handover. Decide what each step needs before defining the journey.

Your reading path

Use the steps below to plan your implementation. The linked authoring manuals provide the technical detail for each step.

STEP 01

Collect the right information

Identify the inputs and state the journey needs. Choose forms and validation around the task the person is doing.

STEP 02

Work with records and decisions

Decide which data to read or change, then express the conditions that let the person proceed.

STEP 03

Complete and publish the journey

Define waiting and completion behaviour, review the draft and publish the experience.