The Buyer Side steps workflow allows for guiding the user step-by-step through the configuration process. Given the ability of the step interface to zoom to the elements configured it is also a great help on mobile devices as the point of interest and configuration is automatically zoomed and centered.
Another ability of the Steps Workflow is to jump between several documents of a template. This allows you to configure an element that is used afterward several times in the main document as a Sub Document frame.
The Steps interface co-exists with normal configuration, so a Buyer can still zoom or change pages, as well as configure elements in their own order.
The Step interface is automatically shown once steps exist in a Template. To configure a frame to be configured via steps, select the frame and then at the bottom of the Buyer Side settings tab select a Buyer Step Number. This number defines the order in which the elements are configured.
The selected number is however local to its page. As Printess offers options to resort or rearrange pages, the Buyer Side editor will change it to the final step number at the start of the editing process by sorting all steps first by document order, page order, and finally by step number on the page.
Additional configuration for each step can be taken:
As noted above, Printess allows for configuring documents as part of the steps process. To add a document to the steps deselect all frames, go to the Buyer Side settings, and enable the Show document as Buyer Step switch.
This is necessary in case your documents have form fields, color schemes, or other global settings which need to be customized. If the document has items to configure you can still add them as steps as well.
This option is also useful to show a final photorealistic preview before the buyer adds the product to a basket and if you mark your document as preview document type the step interface will even display ‘Preview’ in the button where normally ‘Next Step’ would be shown.
If you don’t want to zoom into the first element of a steps workflow immediately and would first like to show the complete page at start, switch on Show Document as Buyer Step for the document. The first step will then be the complete document overview and after clicking on the Next Step button the editor will zoom into the first configurable element.
Tip: If you influence a certain area in a document with Form Field values you can set them as a workflow step with defined zooming by taking a shape frame and adding a workflow step to it. Then pin all your Form Fields to this frame (Form Fields must be document-type Form Fields to be pinned). The shape frame will then set the zoom area and all pinned Form Fields will be shown for configuration.
As documents do not have an order number, they can get sorted by changing their order in the document selection on top of the editor. Documents are configured from left to right.
To change the order of a document use the little arrows beside the document name. The left arrow will shift the document to the left and the right arrow will shift it one place to the right.
After the last step in the configuration has been entered the steps interface will automatically show the button ‘Add to Basket’ which finalizes the configuration, creates a save token and thumbnail, and will return to the shop workflow.
Display Documents Conditionally
If either Icon-Page-Navigation is enabled and a document is set to editable, or the document is shown as Document-Step, the User can set a condition if this particular document will be shown or not.
To create a show condition, click on Edit Condition which will open the Condition Editor:
One can influence the appearance of the step numbers (badges) and the step captions (title) in the Buyer View Appearance dialog. (Find it here!)
Never: Neither a step number nor a headline will be shown
Only Title: Just the headline of a step will be shown
Only Badge: Just a step number will be shown
Title and Badge: Both headline and step number will be shown
Badge List: A breadcrumb-type list of step numbers will be shown, providing the Buyer with an overview of the steps to configure and where they are in the configuration process.
Tabs List: All steps will be represented by tabs containing the caption of the step.
