Steps Overview

The concept of Steps and Step templates

Steps are instances of step templates. Templates are designed to execute a particular logic, and some parts of this logic may require the flow designer to define and modify certain parameters via the UI.

For example, let’s say you add the Send message (SMS) Step template to your Flow. This Step template is designed to send an SMS message to the end user. After you add this Step, you will see blank fields in the Step details UI for bot phone number, end user phone number, and message text. These fields must be filled with values for the Step to execute successfully; if you were to add another instance of the Send message step to your Flow, you could put different values in those same fields. As such the Flow designer can use one Step template in a variety of different ways. Different Step templates will have different required parameters.

If a Step template changes, its instances in the Flow are automatically updated. As such, if you are making changes to the underlying logic of a Step template, and you don’t want those changes to be applied to the other Steps in your Flow that are instances of the same template, you will need to duplicate the template first.

 

Step templates can be downloaded from the Bot library (and edited afterwards if needed) or created from scratch. There is no limit to the number of Step templates and Steps a Flow can contain.

 

Adding a Step to your Flow

 

To add a new Step to your Flow, drag a Step template from the Steps tab onto the plus button in the Canvas, or click the plus button and choose a Step template from the list. If you don’t see the Step template you need, use the banner at the bottom of the list to add a new Step by either downloading from the library or creating a blank template from scratch. We always recommend downloading from the Bot library over creating a custom Step template, because the Bot library templates are designed to conform to UX best practices and latest industry standards, and are maintained and regularly updated by OneReach.

 

If you choose to download a Step template from the Bot library, you will be presented with the Bot library where the available step templates can be selected and downloaded to your flow. You only need to download each template once.

 

If you choose to create a new Step template, a popup will open with a blank Step template where you can define your own details, design, and logic. To learn more about creating and editing Step templates, see Building Step templates.

 

Editing / Deleting a Step

 

To edit a Step, select it in the tree on the left and use the controls in the sidebar. When editing most steps, you will see step-specific parameters in the UI, along with buttons for generic Step tools:

 

Edit Step template

See Building Step templates.

Split tree

Detaches the branch starting with the selected step.

Clone tree

Clones the branch starting with the selected step.

Delete tree

Deletes the branch starting with the selected step.

Show help

Shows help text for the template of the selected step.

Pin / Unpin label

Toggles Step label visibility on the canvas for the selected step.

Show on Tree

Zoom the tree to selected step.

 

Reporting tags can be specified for each step, so you can identify, sort and fetch any needed information in the logs by the unique custom tag.

 

You can also change the name and description of each Step instance to reflect its purpose in the flow and improve readability.

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