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How to create a multi-step workflow in Bubble.io?

Learn how to create a multi-step workflow in Bubble.io. Follow our step-by-step guide to set up, design, and navigate between workflow stages without coding!

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Overview

Creating a multi-step workflow in Bubble.io can be straightforward with the right approach. Bubble.io is a no-code platform that enables you to build web applications easily. This guide will walk you through the essential steps: setting up your app, designing workflow steps with group elements, creating custom states to manage visibility, adding navigation controls, saving data between steps, and finally, testing your workflow. By following these steps, you can efficiently automate complex tasks in your Bubble.io application.
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Will Hawkins
CEO at Bootstrapped

How to create a multi-step workflow in Bubble.io?

  Introduction   Creating a multi-step workflow in Bubble.io can be a straightforward process if you follow the proper steps. Bubble.io is a powerful, no-code development platform that allows you to build fully functional web applications without any programming knowledge. This guide will walk you through the step-by-step process to create a multi-step workflow in Bubble.io.   Step 1: Initial Setup   - Open Bubble.io and create a new application or access an existing one. - Navigate to the "Design" tab and add a new page for your multi-step workflow. You can name this page something like "MultiStepWorkflow".   Step 2: Design Your Workflow Steps   - For each step in your workflow, you will need different groups or sections. - Add a "Group" element from the element library for each step of your workflow. - Set a condition to make only one group visible at a time. For example, you can use a custom state to manage the visibility of each step.   Step 3: Create Custom States   - Click on the page element (or a workflow container element) and navigate to the "Element Inspector" panel. - Add a custom state called "currentStep". Set its type to "number". - Initialize the state to "1" for the first step.   Step 4: Configure the Visibility of Each Step   - For each group representing a step in your workflow, set a condition to control its visibility. - For example, for the first group, the condition could be: "When page’s currentStep is 1, this element is visible". - Repeat this process for each subsequent group, adjusting the condition accordingly (currentStep = 2, currentStep = 3, etc.).   Step 5: Add Navigation Controls   - Add buttons or other UI elements to navigate between steps; for instance, "Next" and "Back" buttons. - Set up workflows for these buttons to adjust the "currentStep" custom state: For the "Next" button, create a workflow that sets the "currentStep" to "currentStep + 1". For the "Back" button, create a workflow that sets the "currentStep" to "currentStep - 1".   Step 6: Save Data Between Steps (Optional)   - If your workflow involves collecting data across several steps, ensure that user input is saved. - For each input element, set its initial value to a custom state or temporary field, so it's retained as users navigate between steps. - Optionally, you can save data after each step by creating a "Save" button or use auto-save workflows.   Step 7: Finalize and Test   - Review your workflows and UI elements to ensure everything is configured correctly. - Preview your application to test the workflow. Make sure to navigate through all the steps, checking that data is passed and displayed correctly. - Debug any issues that arise by reviewing conditions, custom states, and workflows.   Conclusion   Creating a multi-step workflow in Bubble.io involves setting up different groups for each step, controlling their visibility with custom states, and enabling navigation using workflows. By following these steps, you can automate complex workflows in your Bubble.io application without any coding.  

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