Go to page when flow starts

When a user is triggering a flow from the checklist they might not be on the right page for that flow. There are 3 methods of dealing with this.

Method 1: Navigate to URL within Flow

One can navigate to the page from within the flow itself using a modal/speech bubble with a button. You can also set it to bypass the step if the user is already on the page using a trigger “If current page is”.

  • Pros: Avoids a full page refresh if the user is already on the page
  • Cons: Adds a step to your flow

navigate-to-page-via-flow

Method 2: Guide user to page within Flow

One can guide the user to navigate to the page from within the flow itself by actually pointing out the actions. You can also here set it to bypass the step if the user is already on the page using a trigger “If current page is”.

  • Pros: Avoids a full page refresh if the user is already on the page and guides the user on how to find the page themselves in the future
  • Cons: Adds extra steps in the flow

guide-users-to-page

Method 3: Navigate to URL from Checklist

One can make sure to navigate to the page directly from the checklist task using a “navigate to” action combined with “start flow”.

  • Pros: Does not add steps/logic in flow
  • Cons: Might be confusing for the end user, and also does a full reload of the page if you are already on it unless if you implement userflow.setCustomNavigate() in your app.

navigate-to-page-via-checklist

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