With the Misc panel in the Authoring Tool, you can further customize the steps of your walkthroughs.
Learn how to use the Misc panel to:
- Delay the appearance of the step after a certain time,
- Redirect a user to a certain URL when a step starts,
- Change the Width of the popover,
- Adjust the position of the popover from back to front and reverse,
- Mark a particular step as a finish/endpoint,
- Make a step persistent.
In this article, we will explain the functions of the Misc panel.
Opening the Misc panel
The Misc panel appears in the Authoring tool when you create and edit steps of your walkthroughs and launchers. In this article, we will start editing steps that are part of a walkthrough. To learn how to create it, please check this article first.
To open the Misc panel:
In the Authoring tool, select a step from a list of steps or click “+” to create a new one.
Scroll down and expand the Misc panel.
Functionalities of the Misc panel
With the Misc panel, you can set:
- Delay - You can delay the appearance of step after a certain duration (in seconds). For example, if we put there 3, it means that the step will appear after 3 seconds.
- Path - With Path you can redirect users to a specified URL when the step is started. This is available for walkthroughs only. Do you want to be sure that your walkthrough always starts from a certain URL? Check out this tutorial.
- Width - You can change the width of the popover (in pixels). Height is set automatically based on the content.
- Z-Index - Changing the value of the z-index will change the Z position of the step. An increased value will bring it in front of other elements and decreased it will move it back. The z-index value of the step starts at 22, if you enter 10 in a z-index field, it will result in z-index being 32. This is because of the various layers within the player, to make sure they do not overlap.
- End step - This setting marks a particular step as a finishing or endpoint. This is available for Walkthroughs only. This is especially useful if you want the topic to be marked as Completed in Analytics even if the user hasn’t reached the very last step.
- Persistent step - The option for persistent step allows you to indicate if a step will continue to display if a user reloads the page, or continues browsing in your site or application. Read more about the persistent step option here.
Relative vs. Absolute Paths
The path you add in the Misc panel can be a relative or absolute path, and you can choose which one to use. It will be helpful to know what's the difference between them.
Absolute Path is the full path of your site. We recommend using this path if you want a specific step to launch in an exact URL.
Relative Path, on the other hand, can be used if you have multiple sites. Let’s say your site has both a development version and a production version. In this case, your development URL is dev.example.com. If you are doing a tutorial on the development version and you used an absolute path such as dev.example.com/dashboard, it would cause a problem. Once the topic is updated in the production version, the users will still be redirected to dev.example.com/dashboard. Instead, using a relative path (“dashboard”) will give you the flexibility of playing the topic on the right path without checking the domain.
When to use the End step option?
When it comes to analytics, one of the most important data you'll be interested in is whether or not a user has finished a walkthrough. In some cases, you may use various triggers to allow your users to choose from multiple options. When you do this, it may be that two steps in your walkthrough are potential endpoints, which you'd like to track. Therefore, you can specify a step as an End step and if the user reaches it, the walkthrough will be marked as finished. See more about using multiple triggers.