Personalization | How to create personalized instances of a microapp

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To start creating an instance, open a dynamic microapp from your library. After opening the microapp you should be in the library viewer.

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Create personalized instance

1. In the viewer navigation, click the chevron next to the Default Instance text
Note: If this microapp already has personalized instances you will see an instance modal with a list of instances to choose from immediately after opening the microapp.

Microapp without personalized instances

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Microapp with personalized instances

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2. A dropdown will appear and you can select 'Create instance'

Modal from chevron dropdown

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3. The 'create instance' modal will appear and you can name your instance and click 'save'
Note: You will notice the navigation bar now displays the name of your instance after you save and you can begin personalizing

Create instance modal

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Navigation after creating the personalized instance

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Edit personalized Instance

1. Click the edit icon in the top right corner
Note: If you are a base user you will automatically be placed in edit mode. If you are an admin or editor you will see two options and will need to select 'Personalize'

2. You will see that the navigation bar options have changed to an "edit-mode" navigation bar. You will also see that any dynamic elements on the screen have a blue outline

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3. Hover over the dynamic elements to replace them with your desired values
Note: Dynamic image elements can be updated by uploading an image or pasting a URL link
Note: Depending on how the dynamic video was configured, users will see only one of two options when clicking the replace button
     • If the dynamic video was configured to be replaced by uploading from your device, your desktop finder will automatically appear
     • If the dynamic video was configured to be replaced by pasting a video URL link, a small text field will appear for you to paste your link

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IMAGE Screen_Shot_2022-09-08_at_6.42.49_PM.png
VIDEO Screen_Shot_2022-09-08_at_7.11.29_PM.png

 

Navigating and searching in edit-mode

1. To get to the next and previous page of the microapp use the left and right arrow buttons
Note: When hovering over the arrows you will see a tooltip appear indicating what page you are on out of how many are in the microapp
Note: You can also continue to use the left and right arrow keys to do this

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2. To ensure you have updated all of the dynamic elements in this microapp, turn the 'View all dynamic fields' toggle on
Note: Each page, state, and overlay with dynamic elements will be listed on the left side of the screen. Each page, state, and overlay will also have a blue outline with the number of dynamic elements on that screen. You will be able to update dynamic elements by selecting a screen. Once a screen is selected, a pop-over will appear with a list of the dynamic fields on that screen.

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3. Use the search bar to find a specific dynamic element, page, state, or overlay
Note: If there are any matches, the search bar will return a list of the following:
     • A list of dynamic elements with the same name
     • A list of screens containing dynamic elements with the same name
     • A list of screens with the same name

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4. Once you have filled out all the dynamic fields in the microapp click the 'Done' button and share your personalized instance!
Note: Updates to your instance auto-save in case you lose power or exit out of the tab or window by mistake

 

 

 

 

 

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