The onboarding view type enables you to provide a set of introductory pages for onboarding users.
The following provides an example of the Instructions onboarding view provided with the Shift Scheduling template.
Use an onboarding view in your app as described in the following sections:
See also Views: The Essentials for more information about managing views.
Get started with an app template
An example of the onboarding view can be found in the Shift Scheduling template.
Preparing your data
You need to create a table that defines the content components displayed on each page in the onboarding flow, including columns for one or more of the following:
Image
Title of the page
Short description
Additional description
The following provides an example of the Instructions table used in the onboarding view in the Shift Scheduling template.
Creating an onboarding view
To create an onboarding view:
Create a view, as described in Creating a view.
Configure the onboarding view, as follows:
When configuring the onboarding view details, as described in View details:
Select onboarding as the View type.
Select the onboarding table (see Preparing your data) in the For this data drop- down.
Configure the onboarding view options.
Configure the Display, Behavior, and Documentation settings, as described in Configuring a view.
When you are done, save your changes by selecting one of the following:
Save - Save your changes
Save & verify data - Save your changes and verify the data defined.
Save & notify users - Save your changes and notify users.
Configuring the onboarding view options
Configure the onboarding View options by using the settings described in the following tables.
Setting | Description |
Image | Image to display for a specific page. Select the table column in the drop-down list. |
Title | Title of the page in the onboarding flow. Select the text-based column in the drop-down list. |
Short blurb | Short description. Select the text-based column in the drop-down list. |
Second short blurb | Additional description, smaller font size. Select the text-based column in the drop-down list. |
Finish view | View to navigate to after completing the onboarding flow. Select an existing view in the drop-down list. |
The following figure shows how the View options settings appear in the Instructions onboarding view in the Shift Scheduling template. The sample data has been modified to include an example of the contents for the Second short blurb.
