Define step navigation for your Guides

There are several options you can choose to determine how users proceed through your Guide steps.

Step types

You can record two types of steps when recording: Explanation steps or Interaction steps. 

Explanation steps

The simplest Guides are a path of Explanation steps where users click Next in your Guide to proceed.

There are two kinds of explanation steps, where you can proceed with the “Next” button: 

  • An explanation step where interaction is prevented

  • An explanation step where the end user should interact with the highlighted area

Interaction steps

Interaction steps require user interaction with your app. These are particularly useful for deeper product tours, learning processes, or where input validation is required.

ℹ️ We recommend explanation steps for simple product walkthroughs and navigation tours and interaction steps for more complex navigation or process flows.

More step options:

Enter any value

When a user needs to fill out a field at any step of your Guide and you want the user to enter any value into an input field, you can use the “Any value” option. This option can only be chosen, if an input field or a system dropdown was recorded.

Enter a specific value 

If it is required for users to input a specific value or select a specific option in a system dropdown you should use the 'specific value' option. The user can type in the needed value or he can use the autofill button. You can decide if the Guide should automatically proceed with "field remains active for input validation" (default setting), if it should automatically proceed with "field becomes inactive with input validation" or if the user needs to hit the enter key.

Hover

Use this option if the user needs to hover over an element in order to proceed to the next step. This step can not be recorded directly and needs to be adjusted in the Editor. 

Double click

Use this if a double click is required for your application.

Drag & Drop

Use this when a user needs to drag and drop. This cannot be recorded directly. In a Userlane Guide, dragging and dropping are two individual steps. Thus, record the step where the drag should start in the Editor and choose “Drag” in the “Next” section. Then, record the step that the element should be dropped and choose “Drop” in the “Next” section. 

Right click

The Guide will proceed when the user performs a right-click.

Left click mouse-down & right click mouse-down 

Sometimes a left or right click element doesn’t work. This might be the case if certain elements are defined as mouse-down elements in the page code of your application and would not react to a regular click. In these cases, you just re-define a step as a “left click mouse-down” or “right click mouse-down”.