Process

Article Last Updated

This article applies to:

This help topic will cover all options and features available while working with Process interactions.

To create a Process interaction:

  1. Create a new interaction using one of the three available methods.
  2. Select Process from the left-hand list of interaction types.
  3. Click OK to start creating your interaction or Cancel to cancel creation of a new interaction.

The following toolbar options are available while working with a Process interaction:

  • Process Steps
    • Add Step: This will add a new step to this Process interaction. The new step will always be added as the last step but can be moved easily. This interaction type allows for a maximum of 20 individual steps.
    • Delete Step: This will delete the currently selected step.
    • Move Step: You can move a step left and right as needed. You can also move steps by dragging the tabs into the desired order.
  • Intro / Summary: Learn more in Using the Toolbar.
  • Tools: Learn more in Using the Toolbar.
  • Publish: Learn more in Publishing Interactions.

The following additional features are available while working with a Process interaction:

  • Interaction Title: This is the interaction title for this project. This will display as the main interaction title in the published output. To change the title font, click the Interaction Properties button in the toolbar and select the Colors and Effects tab. The Title Font setting will determine the font type used.
  • List: You can select any step by clicking List in the left corner. Clicking this option will display all steps in a pull-down menu for easy and fast selection. You can also add a step via the List menu.
  • Tabs: Click Introduction (if available) or a Step tab to make edits to that step of the interaction. Click the Add Step tab to add a new step to your interaction.
  • Title: This is the title displayed for the current step in your published output.
  • Step Text: This is the area where you add the text that you like to display for the selected step. To format this text, use the wide variety of options available in the formatting toolbars directly above the text input field. Learn more in Formatting Text.
  • Audio: Use the Audio pane to record, import, or edit audio for each step of your interaction. Learn more in Adding Audio.
  • Media: Use the Media pane to add a video or image to each step of your interaction. Learn more in Adding Media.