Defining walkthrough Action

Creating Actions

Use Actions to automatically perform certain actions for the employee.

Note that Adopt executes Actions on behalf of the user, in their own session. Any resulting outcomes directly affect the user.

As a security precaution, ensure that you set proper permissions for guide creation to prevent misuse of actions or outcomes that could be detrimental to users.

After accessing Adopt Editor for Walkthroughs, from the + menu:

1. Select Action to create one.

2. When associated with an element, set one of the following Action types:

   • Click interacts with the associated element. When an employee reaches this part of the Walkthrough, you can create a Click Action rather than instructing them to navigate to a different page or interact with an element.

   • Focus switches the active focus to the associated element, provided it is a text input field, block of text, or a drop-down menu. You can create Focus Actions that bring important page elements to the employee's attention during a walkthrough.

   • Store value: Stores the value the user inputs or selects from a field in a variable.

   • Input value: Inputs a previously stored variable from an input field or text area.

     • Static value: Allows you to define a hardcoded value that will not change.

     • Stored value: Allows you to select from a list of stored, variable values.

   • Select value: Inputs a previously stored variable from a drop-down option.

You can also preview the element value that will be stored when the step is triggered and select a variable name for later use.

When choosing Click as the Action type, you may need to choose a different Click action method to ensure the guide action interacts correctly with a specific page element.

Choosing different Click action methods

When selecting Click as Action type, the system defaults to Auto, which relies on the best method listed below to ensure the web application records the employee's click-type action.

However, in some cases, you may need to select a specific Click action method:

• Auto click automatically uses the best strategy (from the list below) based on page element type—button, select list or others.

• Element click works best for buttons.

  • This method uses element.click(); .

• Element event dispatch works for most elements—mousedown & click events.

  • This method triggers element.dispatchEvent(new MouseEvent(eventName, { bubbles: true, clientX: x, clientY: y })); .

• Element show picker works best for date pickers, colour pickers, select lists, etc.

  • This method uses element.showpicker(); .