In this article, we'll explore the powerful Actions feature, specifically focusing on its role in simplifying an Employee Onboarding flow.
Understanding Actions:
Actions enable you to guide users through a flow by moving them to different sections based on their selections or inputs.
In the context of Employee Onboarding, Actions play a helpful role in facilitating the setup of standard vs. developer tools for new employees.
Setting Up Standard and Developer Tools:
Start by creating sections for a standard tools request and a developer tools request within the employee onboarding flow.
Use instructions to prompt users to make a selection based on the type of tools they require.
Utilize the Actions toolbar to link these sections to the appropriate steps in the flow, allowing users to seamlessly navigate based on their choices.
Customizing Tool Requests:
Within each section, customize the tool requests based on the user's selection.
Add fields such as "Tools Needed" and specify default values for standard and developer tools accordingly.
For example, in the standard tools request section, default values may include Slack, Notion, and Figma, while in the developer tools request section, additional tools like GitHub and Datadog may be included.
By pre-selecting default tools based on the user's selection, you can streamline the process and reduce the need for manual inputs.
Users can easily review and confirm the tools they need, ensuring a smooth onboarding experience.