Active link guides
Here are some possible uses of active link guides:
Uses for active link guides
Type of guide
Walk users through filling out a form or direct users through each step of a procedure, much like a wizard. (These are also known as "navigational guides.")
Used for manipulating data as a background process without any user interaction. (These are also known as "procedural guides.") A good example of a procedural guide is one that uses workflow to step through the rows that appear in a table field. For more information, see Using active link guides in client-side table fields.
Entry point guides
Allows users access to sophisticated tasks through the Application List field on your home page form. For example, an entry point guide allows users to access reports or Modify or Display windows.
The following actions control the execution of guides:
- Call Guide active link action — Executes or invokes a guide. For example, you can create a button on a form that uses the Call Guide active link to invoke a guide.
You can use the Call Guide active link action to execute a guide from any client-side workflow, even from inside another guide. If a guide calls another guide on the same form, the result is a stack of guides. Control is not returned to the calling guide until the called guide exits or the nested guide executes a wait action. For more information about the Call Guide action, see Call Guide action.
- Go to Guide Label active link action — Breaks a guide's normal sequence. When the Go to Guide Label active link is executed inside a guide, the action that follows the label is executed next.
You can use this action to create data validation in a guide to make sure that users entered the correct information in a form. For example, if a user enters a number that is not recognized in the underlying form, the guide opens a warning dialog box for the user. When the user clicks OK in the dialog box, the guide continues for the user to enter the correct integer. When the user finishes working through all the steps in the guide, the guide closes.
You can also create a guide that invokes other guides if the user has entered wrong information. When the user has completed all the necessary information, the second guide closes and enters the correct information back into the first guide.
For more information about the Go to Guide Label action, see Go to Guide Label action.
- Exit Guide active link action — Exits a guide. The Exit Guide action is helpful if users enter incorrect information into a guide or if conditions for the guide to run are not met. Under these conditions, you might decide to exit the guide or all guides.
Typically, you do not need to use the Exit Guide action to quit the guide. A guide that has completed its actions successfully exits without using the Exit Guide action.
For more information about the Exit Guide action, see Exit Guide action.
For more information, see: