Including optional steps in a Guide

How to make steps optional

There are 2 different use cases for optional steps based on whether or not the step is found. 

ℹ️ Navigation steps in Userlane Guides bring users to the correct starting point for the process in your application to ensure that all users begin from the same start.

Skip if the element of the next step is found

Some steps are only necessary for the next step element to be visible. These are redundant when the element is already displayed to the user.

Skip if the element immediately is not found

Some elements only appear in specific situations and not for all users. Thus, the step can become redundant for some users.

How to activate it

Upon recording the preferred Guide steps in Editor, you need to edit the optional step. 

  1. Select the specific step.

  2. Click Skip in the side menu of the step box.

  1. Select between the 2 options:

  2. Click Apply to activate your changes.

When in doubt regarding skip logic please contact your customer success manager.