Conditional Step Progression in Guides: Trigger Next Step ONLY After User Action
Hey everyone,
I would like to have the ability to delay progressing to the next step until a specific user action is completed. Currently, steps in guides advance sequentially without the option to enforce user interaction before proceeding.
Use Case for example:
Pendo guide is triggered by user from a button click, then:
- Step 1: Displays a modal or popover with text e.g. "Fill in ABC and then open the dropdown"
- Step 2: Only trigger after the user clicks a designated button. In this case once the dropdown is openned
Benefits that I can highlight here:
This would ensure that users engage with required actions before moving forward, improving interaction accuracy and preventing premature step advancement. Ideally, the feature should support custom event triggers (e.g., button clicks, form submissions, or other interactive elements) to allow flexibility based on different workflows.
I was not able to find such functionality in Pendo KB, hence I got the following questions:
- Is there any current workaround that would allow me to achieve this functionality?
- Does anyone know if this feature is already on the product roadmap?
コメント
This is exactly what the Behavior tab on your guide container editor is for :) if your guide step is targeted to an element (like a button, dropdown, etc.), you will have options to advance to the next guide step on click or hover.
That’s not quite what I’m trying to achieve here. I don’t want the guide to advance immediately when the element where the popover is shown(RED) gets clicked or selected.
Instead, I need to show a Modal in Step 1 with simple text explaining what the user needs to do, along with a "Next" button(RED). However, clicking "Next" should not advance the guide. Instead, the guide should wait until the user completes all necessary selections (e.g., choosing multiple filters). Only after the last required selection—such as "Batch Status"(BLACK)—is made, the next step (Step 2) should appear.(GREEN)
So, the workflow is:
Is there a way to set up this kind of conditional advancement?
Ah gotcha, that visual helps a lot! There is some code in the Pendo github that might help (https://github.com/pendo-io/snippets/tree/master/guides/advancingGuides/advanceGuideOnElementAppear and use it to look for the Batch Status to display the correct thing?), but otherwise I'd expect your "2/2" step to be pointing to Batch Status, and once that's complete, it can auto-advance to the Apply button.
An alternative might be having three steps, where "2/2" is broken up into "click Batch Status" and "select this one specific status" or what have you, and then each of those steps will auto-advance for you once they select the correct status in the dropdown.
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