8. Practical Guide 4/6 - The Wizard

🧙‍♂️ Creating a Wizard

From your Studio, click on the "Wizard" tab in the left side panel to switch from Hierarchy to our questionnaire.

You'll find two default steps there:

The first wizard step: a message step that you can modify to welcome your users with a greeting and a brief description of what your App does. It's optional and can be deleted.

The last wizard step: a "finish" type step necessary to complete the journey. You can modify its title and description but it's mandatory.

✏️ Customizing the Welcome Step

We're going to start by modifying our first step by changing the step name - this is the title or "question" visible in large text for the user, as well as its description.

Access Step Settings

Click on the step - a side panel will appear on the right with the step parameters. Let's detail these menus a bit.

Understand the Configuration Panel

The step configuration panel consists of three tabs: General, Action, and Flow.

In "General" you'll always find the step name and description, as well as the step type. This is where you'll adjust the possible response options for the user, which differ according to the step type.

In "Action" you'll have settings common to all step types that we'll come back to in a few minutes. From this tab you can define attributes to assign or remove during the step, regardless of the response chosen by the user, and you can trigger the famous block execution.

In "Flow" you can add rules for the step to be visible under certain conditions and additional transition options to use to take advantage of block execution.

Configure Welcome Message

We'll explain the concept of block execution in a moment, when configuring our next step. For now, rename the name and description of your first step from the "General" tab.

Here we can add something of this type:

Step name: Hello and welcome

Description: This App will allow you to analyze a document in a few minutes to get a summary in a few key points.

You can also click on the icon to the right to search and change it. This icon will be visible to the user next to the step name.

📤 Adding the File Upload Step

We have a welcome step - we need an additional step for the user to add their document to summarize.

Create Upload Step

Click now on "Add a step" and choose a "File upload" step, then select the "DS. Document" attribute.

If you're working on a Team that already has many attributes, use the search bar at the top by typing the word "document" or "DS" to quickly find your attribute.

Configure Upload Step

Here too, we're going to rename our step and its description to clarify what we expect from the user.

You can write text of this type:

Step name: Add the document to summarize

Description: Please upload a single document to analyze.

🎯 Wizard Structure Summary

In summary: We now have a welcome step and a step for uploading the document. We're missing one important thing for our App to work - triggering its execution.

📝 Welcome Step

Greets users and explains the App's purpose

📤 Upload Step

Allows users to upload their document using the DS. Document attribute

⚡ Missing Element

Block execution trigger - coming next!

🔗 Next Steps

🚀 Ready for Execution: We have our wizard structure in place, but we need to understand how to trigger block execution to make our App functional.

Coming Next: Let's clarify block execution.

4️⃣ Hands-on Practice - The Wizard

8. Practical Guide 4/6 - The Wizard#

🧙‍♂️ Creating a Wizard#

✏️ Customizing the Welcome Step#

📤 Adding the File Upload Step#