We have a complicated application process for missionaries to sign up to give their pitches for donations to their projects. I am trying to create a wizard in a portal for this application that is composed of 8 screens or sections.
My initial foray into this problem was to create one interface with adaptive sections that would hide or show depending upon where the applicant was in the process. That got very complicated fast!!
My next try was to break it up into multiple interfaces and using a process flow to step the applicant along. This didn't work as the process would stop at the next User Input Task and not show the applicant on the portal the screen. The portal seems to stay on the initial interface. I tried Activity Chaining and could not check the "This node will run as an automated activity...." radio button in the User Input Task.
Any suggestions on how to attack this problem?
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Make 8 Interfaces: Create 8 screens for each step.
Set Up a Process Model: Use a process model with user tasks for each screen.
Add Navigation Buttons: Include Next and Previous buttons on each screen.
Track Progress: Use a variable to remember the current step.
Redirect Users: After each submission, move users to the next screen.
Test It: Make sure everything works smoothly.
This will help you create a straightforward wizard in Appian!
This does not work in portals.