How to implement optional form fields in Product Tours

Question

Hi there,I am building a Product Tour that walks users through a multi-step form. I have certain optional fields that I want the user to be able to fill, but not obliged to fill, e.g. Apartment/Suite/Building # for address.If I set the step to Next or Done button, they can’t fill in the field.If I set the step to Fill in the Field, they must fill in the field.How can I manage this use-case?Thanks,Peter

Jacob Cox · Accepted Answer

Hi there @Team Charged!There currently isn’t a way to designate a field as optional in a Product Tour when filling in a form.I can totally understand how it would be a nice ability to have!I'm going to mark this as a Feature Request for our Product Team to consider implementing down the line!Perhaps you can have your Users type in N/A or some such filler text for those optional fields? I understand if that “solution” is less than ideal. Just hoping we can find some sort of workaround for you.Another option could be to break your Tour up into 2 tours. You could have 1 of the tours lead up to the form and end with a call to action to have the User fill in the form. Then, when they submit the form, you could have that trigger the second half of the tour.Let me know if you have any questions/issues around either of those possible workarounds.Would love to hear if any other customers came up with any clever solutions to this limitation!

Steve Martin · Answer

Hi,I have this same problem however I’m curious how you would navigate through the second option.Would the lead-upto the form and the CTA stillbe on the same page as the submit form or the lead-up to the form start the tour on a separate page?Myproduct tour starts here https://exampleio.com/-/organisations/Setup/CreateOn this page, you enter your organisation name and address then click a button to create the organisation.I’m not sure how in your example you would split this up when the tour starts on the same page. Also, what do you mean by ending it with a CTA and then submitting the form? These would just be sequences so how does a user interact with the CTA then follow on with the submit?If you can share any examples that would help.ThanksSteve

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