@picked/client 0.0.71-next.1 → 0.0.71-next.2
This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
- package/dist/.tsbuildinfo +1 -1
- package/dist/{api-CgqRvuKL.js → api-B0ydpQBE.js} +1 -1
- package/dist/{api-CH2FNa6S.cjs → api-CObostrU.cjs} +1 -1
- package/dist/cjs/index.js +2 -2
- package/dist/cjs/plugins/dynamic-experiences/index.js +1 -1
- package/dist/cjs/server/index.js +1 -1
- package/dist/docs/explanation/conditions-and-the-logic-engine.md +94 -0
- package/dist/docs/explanation/feature-flag-allocation.md +176 -0
- package/dist/docs/explanation/how-picked-works.md +102 -0
- package/dist/docs/explanation/how-pickedql-works.md +76 -0
- package/dist/docs/explanation/pages-and-flows.md +64 -0
- package/dist/docs/explanation/the-content-model.md +77 -0
- package/dist/docs/explanation/the-two-apis.md +68 -0
- package/dist/docs/explanation/why-server-side-rendering.md +76 -0
- package/dist/docs/explanation/workspaces-and-versions.md +71 -0
- package/dist/docs/how-to/add-a-step-field-or-action.md +43 -0
- package/dist/docs/{pickedql/examples.md → how-to/analytics/index.md} +19 -6
- package/dist/docs/how-to/archive-or-delete-a-workspace.md +46 -0
- package/dist/docs/how-to/authenticate-with-a-magic-link.md +40 -0
- package/dist/docs/how-to/authenticate-with-a-password.md +51 -0
- package/dist/docs/how-to/authenticate-with-an-api-key.md +51 -0
- package/dist/docs/how-to/authenticate-with-oauth.md +40 -0
- package/dist/docs/{flow-builder/building-flows.md → how-to/build-a-flow.md} +13 -9
- package/dist/docs/how-to/connect-the-mcp-server.md +38 -0
- package/dist/docs/how-to/create-a-project.md +29 -0
- package/dist/docs/how-to/create-an-experience.md +42 -0
- package/dist/docs/how-to/create-and-revoke-an-api-key.md +37 -0
- package/dist/docs/how-to/debug-with-the-chrome-extension.md +57 -0
- package/dist/docs/how-to/define-a-page-layout.md +39 -0
- package/dist/docs/how-to/fill-and-publish-a-page.md +50 -0
- package/dist/docs/{gtm-template.md → how-to/install-the-gtm-template.md} +9 -3
- package/dist/docs/how-to/install-the-sdk.md +68 -0
- package/dist/docs/how-to/install-the-vite-plugin.md +56 -0
- package/dist/docs/how-to/invite-and-remove-members.md +34 -0
- package/dist/docs/how-to/preview-a-workspace.md +28 -0
- package/dist/docs/how-to/publish-a-workspace.md +30 -0
- package/dist/docs/how-to/read-a-feature-flag.md +101 -0
- package/dist/docs/how-to/register-a-component.md +55 -0
- package/dist/docs/how-to/register-an-action-handler.md +67 -0
- package/dist/docs/how-to/render-a-step-form.md +132 -0
- package/dist/docs/how-to/render-an-unpublished-preview.md +41 -0
- package/dist/docs/how-to/reuse-a-section.md +37 -0
- package/dist/docs/how-to/reuse-a-step-field-or-action.md +28 -0
- package/dist/docs/how-to/roll-back-a-published-version.md +26 -0
- package/dist/docs/how-to/run-an-ab-test.md +49 -0
- package/dist/docs/how-to/run-code-on-a-form-submission.md +125 -0
- package/dist/docs/how-to/server-render-a-page.md +81 -0
- package/dist/docs/how-to/set-a-content-security-policy.md +32 -0
- package/dist/docs/how-to/set-up-mfa.md +69 -0
- package/dist/docs/how-to/upload-and-use-an-asset.mdx +73 -0
- package/dist/docs/how-to/validate-a-field.md +52 -0
- package/dist/docs/how-to/write-a-condition.md +45 -0
- package/dist/docs/how-to/write-a-predicate.md +60 -0
- package/dist/docs/index.md +41 -70
- package/dist/docs/reference/dashboard/actions.mdx +53 -0
- package/dist/docs/{api-keys.mdx → reference/dashboard/api-keys.mdx} +7 -15
- package/dist/docs/reference/dashboard/conditions.mdx +42 -0
- package/dist/docs/reference/dashboard/content/asset-library.mdx +63 -0
- package/dist/docs/{content → reference/dashboard/content}/content-entries.mdx +11 -3
- package/dist/docs/{content → reference/dashboard/content}/layouts.mdx +11 -35
- package/dist/docs/reference/dashboard/content/pages.mdx +35 -0
- package/dist/docs/reference/dashboard/content/sections.mdx +28 -0
- package/dist/docs/{experiences.mdx → reference/dashboard/experiences.mdx} +9 -16
- package/dist/docs/{features.mdx → reference/dashboard/features.mdx} +26 -41
- package/dist/docs/{fields.mdx → reference/dashboard/fields.mdx} +26 -20
- package/dist/docs/{flow-builder/overview.mdx → reference/dashboard/flow-builder/canvas.mdx} +8 -13
- package/dist/docs/{flow-builder → reference/dashboard/flow-builder}/condition-builder.md +5 -13
- package/dist/docs/{flow-builder → reference/dashboard/flow-builder}/keyboard-shortcuts.md +7 -1
- package/dist/docs/{flow-builder → reference/dashboard/flow-builder}/nodes.md +10 -3
- package/dist/docs/reference/dashboard/projects.mdx +44 -0
- package/dist/docs/reference/dashboard/reports.mdx +43 -0
- package/dist/docs/reference/dashboard/steps.mdx +37 -0
- package/dist/docs/{team-management.md → reference/dashboard/team-management.md} +5 -22
- package/dist/docs/{workspace-versioning.mdx → reference/dashboard/workspace-versioning.mdx} +6 -10
- package/dist/docs/reference/dashboard/workspaces.mdx +76 -0
- package/dist/docs/{delivery-api → reference/delivery-api}/experience-content.md +11 -4
- package/dist/docs/reference/delivery-api/index.md +45 -0
- package/dist/docs/{delivery-api → reference/delivery-api}/preview-caching-crawling.md +12 -5
- package/dist/docs/{delivery-api → reference/delivery-api}/project-config.md +11 -4
- package/dist/docs/reference/glossary.md +173 -0
- package/dist/docs/reference/management-api/authentication.md +74 -0
- package/dist/docs/{api → reference/management-api}/authorization-and-scopes.md +10 -3
- package/dist/docs/{api → reference/management-api}/error-handling.md +9 -3
- package/dist/docs/{api → reference/management-api}/pagination.md +6 -0
- package/dist/docs/{pickedql → reference/pickedql}/data-sources.md +16 -9
- package/dist/docs/{pickedql → reference/pickedql}/dimensions.md +7 -0
- package/dist/docs/{pickedql → reference/pickedql}/filtering.md +7 -0
- package/dist/docs/reference/pickedql/index.md +18 -0
- package/dist/docs/{pickedql → reference/pickedql}/schema.md +13 -6
- package/dist/docs/{pickedql → reference/pickedql}/virtual-functions.md +7 -0
- package/dist/docs/reference/sdk/actions.md +30 -0
- package/dist/docs/{sdk → reference/sdk}/conditions.md +8 -1
- package/dist/docs/reference/sdk/content-security-policy.md +21 -0
- package/dist/docs/reference/sdk/experiences.md +51 -0
- package/dist/docs/{sdk → reference/sdk}/features.md +30 -117
- package/dist/docs/{sdk → reference/sdk}/fields.md +10 -88
- package/dist/docs/reference/sdk/index.md +68 -0
- package/dist/docs/{sdk → reference/sdk}/plugins/create-experience.md +10 -22
- package/dist/docs/reference/sdk/plugins/dynamic-experiences.md +26 -0
- package/dist/docs/reference/sdk/plugins/index.md +29 -0
- package/dist/docs/{sdk → reference/sdk}/plugins/window-object.md +6 -0
- package/dist/docs/reference/sdk/predicates.md +43 -0
- package/dist/docs/reference/sdk/ssr/index.md +33 -0
- package/dist/docs/{sdk → reference/sdk}/ssr/rendering-and-hydration.md +4 -63
- package/dist/docs/{sdk → reference/sdk}/ssr/serialize.md +6 -33
- package/dist/docs/{sdk → reference/sdk}/ssr/slots-and-placements.md +7 -1
- package/dist/docs/reference/sdk/steps.md +87 -0
- package/dist/docs/reference/tools/chrome-extension.md +16 -0
- package/dist/docs/{image-optimisation-service.md → reference/tools/image-optimisation-service.md} +8 -0
- package/dist/docs/{mcp.md → reference/tools/mcp.md} +5 -45
- package/dist/docs/{vite-plugin.md → reference/tools/vite-plugin.md} +8 -38
- package/dist/docs/{api/index.md → tutorials/first-api-call.md} +27 -15
- package/dist/docs/tutorials/first-experience-in-the-dashboard.mdx +143 -0
- package/dist/docs/tutorials/first-experience.mdx +255 -0
- package/dist/docs/tutorials/first-server-rendered-page.mdx +186 -0
- package/dist/esm/index.js +260 -257
- package/dist/esm/plugins/dynamic-experiences/index.js +2 -2
- package/dist/esm/server/index.js +1 -1
- package/dist/{plugin-DCW-tnjO.cjs → plugin-CNna0UjB.cjs} +1 -1
- package/dist/{plugin-D2UqFikQ.js → plugin-DUOJpHaq.js} +1 -1
- package/dist/types/entities/feature/feature.d.ts +16 -0
- package/dist/types/entities/feature/feature.d.ts.map +1 -1
- package/dist/types/picked.d.ts.map +1 -1
- package/package.json +1 -1
- package/dist/docs/actions.mdx +0 -98
- package/dist/docs/api/authentication.md +0 -403
- package/dist/docs/chrome-extension.md +0 -68
- package/dist/docs/conditions.mdx +0 -72
- package/dist/docs/content/asset-library.mdx +0 -124
- package/dist/docs/content/pages.mdx +0 -82
- package/dist/docs/content/sections.mdx +0 -44
- package/dist/docs/delivery-api/index.md +0 -53
- package/dist/docs/guides/build-a-personalized-page.mdx +0 -161
- package/dist/docs/pickedql/index.md +0 -54
- package/dist/docs/projects.mdx +0 -44
- package/dist/docs/reports.mdx +0 -20
- package/dist/docs/sdk/actions.md +0 -82
- package/dist/docs/sdk/content-security-policy.md +0 -33
- package/dist/docs/sdk/experiences.md +0 -64
- package/dist/docs/sdk/feature-allocation.md +0 -161
- package/dist/docs/sdk/index.md +0 -98
- package/dist/docs/sdk/plugins/dynamic-experiences.md +0 -84
- package/dist/docs/sdk/plugins/index.md +0 -9
- package/dist/docs/sdk/predicates.md +0 -128
- package/dist/docs/sdk/ssr/index.md +0 -79
- package/dist/docs/sdk/steps.md +0 -479
- package/dist/docs/steps.mdx +0 -53
- package/dist/docs/workspaces.mdx +0 -133
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layout: docs
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# Server-Side Rendering
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Render a Picked Page on your server so that search engines can read it. Then hydrate
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the page on the client. This page shows the whole shape. The pages after it cover
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each part.
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## Why server-side rendering
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The search rank of a Page matters, so the HTML that your server returns must hold the
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content of that Page. A crawler and a social preview both read that HTML directly.
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Neither waits for the JavaScript in the browser. A Page that the server renders
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therefore has its content in the first response, and the client takes over after
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that.
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## The flow
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```
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projectConfig (Delivery API)
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-> serialize(client, params) on the server -> PickedSnapshot
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-> embed snapshot in HTML
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-> client seeds from snapshot -> renders the same markup -> hydrates
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```
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1. Fetch your published `projectConfig` from the [Delivery API](/delivery-api).
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2. Call `serialize()` on the server. It finds which experiences match the URL, reads
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their content, and returns a `PickedSnapshot` as plain JSON. See
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[Server Snapshot](/sdk/ssr/serialize).
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4. On the client, seed a Picked client from the snapshot. The first paint then
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matches the markup from the server. Hydrate after that. See
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[Rendering and Hydration](/sdk/ssr/rendering-and-hydration).
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The snapshot carries the exact options that the server chose with, and the condition
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results that it kept. The first render on the client therefore reuses the decisions
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of the server. It does not evaluate them again.
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## React and Svelte side by side
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```tsx [React]
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import { PickedProvider, ExperienceSlot } from '@picked/react'
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```
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```svelte [Svelte]
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import { ExperienceSlot, setPickedContext } from '@picked/svelte'
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setPickedContext({ options, snapshot })
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<ExperienceSlot name="page" />
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```
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## The server entry point
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```ts
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import { serialize, registerProjectConfig } from '@picked/client/server'
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```
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Go to [Server Snapshot](/sdk/ssr/serialize) for the `serialize()` reference. Go to
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[Rendering and Hydration](/sdk/ssr/rendering-and-hydration) to connect React and
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Svelte. Go to [Slots and Placements](/sdk/ssr/slots-and-placements) for how a slot
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chooses an experience. If the SDK is new to you, read
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[Installation](/sdk) first.
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# Steps
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## How steps work
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It walks the graph to find the first step.
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commits the field responses to the client state.
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## Step routing
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```
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The `component` prop takes a `Promise<Component>`. The SDK does not load the content
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of the step until that step becomes active.
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## Reach the step context
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Inside a `Step` component, or inside any component that a `Step` renders, call
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<script lang="ts">
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```
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```tsx [React]
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import { useStep } from '@picked/react/hooks'
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import { useUnit } from 'effector-react'
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function ContactForm() {
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return (
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<>
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/>
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))}
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</>
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)
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}
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```
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:::
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`getStep()` in Svelte, and `useStep()` in React, return a `StepContext` with these
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properties:
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| Property | Type | Description |
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| ---------- | --------------------------------------------- | ------------------------------------------------------------------------------ |
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| `step` | `Store<ExperienceStep>` | A reactive store that holds the `id` and the `label` of the step |
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| `fields` | `Store<FormField[]>` | A reactive store of the fields, with their current values, errors, and handlers |
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| `isActive` | `Store<boolean>` (Svelte) / `boolean` (React) | Whether the router holds this step as the active one |
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| `form` | Object | The handlers for a form submission. See [Forms](#forms). |
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## Forms
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When a step has fields, `getStep()` and `useStep()` give you a `form` object. Use it
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for the submission, the validation, and the move to the next step.
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Both take an optional object of callbacks, as in `getStep({ onSuccess })` or
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`useStep({ onSuccess })`. This is the recommended way to act on a submission. The
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slots are `onBeforeSubmit`, `onSuccess`, and `onError`. This page covers each one
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below.
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### Handle a submission
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Bind `form.props` to the `onsubmit` handler of your `<form>` element:
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:::code-group
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```svelte [Svelte]
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<script lang="ts">
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import { getStep } from '@picked/svelte/hooks'
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const { fields, form } = getStep()
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const isSubmitting = form.submitting
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|
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</script>
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|
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|
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<form {...form.props}>
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|
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{#each $fields as field}
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|
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<input
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name={field.id}
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value={field.value ?? ''}
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|
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onchange={field.onChange}
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|
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onblur={field.onBlur}
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|
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/>
|
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|
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{#if field.error && field.touched}
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|
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<p class="error">{field.error.userMessage}</p>
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|
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{/if}
|
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|
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{/each}
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|
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|
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<button type="submit" disabled={$isSubmitting}>
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|
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{$isSubmitting ? 'Submitting…' : 'Continue'}
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|
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</button>
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|
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</form>
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|
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```
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|
-
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|
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```tsx [React]
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|
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import { useStep } from '@picked/react/hooks'
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|
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import { useUnit } from 'effector-react'
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|
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|
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|
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function StepForm() {
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|
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const { fields, form } = useStep()
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|
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const currentFields = useUnit(fields)
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|
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const isSubmitting = useUnit(form.submitting)
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|
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|
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|
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return (
|
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|
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<form {...form.props}>
|
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|
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{currentFields.map((field) => (
|
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|
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<div key={field.id}>
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|
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<input
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|
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name={field.id}
|
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|
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value={field.value ?? ''}
|
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|
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onChange={field.onChange}
|
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|
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onBlur={field.onBlur}
|
|
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|
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/>
|
|
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|
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{field.error && field.touched && <p className="error">{field.error.userMessage}</p>}
|
|
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|
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</div>
|
|
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|
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))}
|
|
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|
-
|
|
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|
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<button type="submit" disabled={isSubmitting}>
|
|
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|
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{isSubmitting ? 'Submitting…' : 'Continue'}
|
|
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|
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</button>
|
|
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|
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</form>
|
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|
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)
|
|
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|
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}
|
|
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|
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```
|
|
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|
-
|
|
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|
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:::
|
|
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|
-
|
|
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|
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When you submit the form, the SDK does this:
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|
-
|
|
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|
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1. It collects the field values from the HTML form.
|
|
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|
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2. It runs each `onBeforeSubmit` callback, one after another. A throw here aborts the
|
|
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|
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submit and commits nothing.
|
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|
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3. It checks each required field and each validation rule.
|
|
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|
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4. It commits the responses to the experience state.
|
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|
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5. It fires `form_submit_success` or `form_submit_error` on the event bus.
|
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|
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6. It runs your `onSuccess` or `onError` callback.
|
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|
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7. It moves to the next step. A call to `stopNavigation` stops this. A callback that
|
|
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|
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failed in step 6 does not stop it.
|
|
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|
-
|
|
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|
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### Transform data before a submission
|
|
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|
-
|
|
276
|
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Use `onBeforeSubmit` to intercept and transform the field data before the SDK stores it. The callbacks run one after another. Each one takes the output of the one before
|
|
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|
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it:
|
|
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|
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|
|
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|
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:::code-group
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|
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|
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|
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|
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```svelte [Svelte]
|
|
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|
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<script lang="ts">
|
|
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|
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import { getStep } from '@picked/svelte/hooks'
|
|
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|
-
|
|
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|
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const { form } = getStep({
|
|
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|
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onBeforeSubmit: async (data) => {
|
|
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|
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// Normalize the email address to lowercase first.
|
|
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|
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return {
|
|
289
|
-
...data,
|
|
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|
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'email-address': String(data['email-address']).toLowerCase(),
|
|
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|
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}
|
|
292
|
-
},
|
|
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|
-
})
|
|
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|
-
</script>
|
|
295
|
-
|
|
296
|
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<form {...form.props}>{/* ... */}</form>
|
|
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|
-
```
|
|
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|
-
|
|
299
|
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```tsx [React]
|
|
300
|
-
import { useStep } from '@picked/react/hooks'
|
|
301
|
-
|
|
302
|
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function ContactStep() {
|
|
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|
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const { form } = useStep({
|
|
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|
-
onBeforeSubmit: async (data) => {
|
|
305
|
-
// Normalize the email address to lowercase first.
|
|
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|
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return {
|
|
307
|
-
...data,
|
|
308
|
-
'email-address': String(data['email-address']).toLowerCase(),
|
|
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|
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}
|
|
310
|
-
},
|
|
311
|
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})
|
|
312
|
-
|
|
313
|
-
return <form {...form.props}>{/* ... */}</form>
|
|
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|
-
}
|
|
315
|
-
```
|
|
316
|
-
|
|
317
|
-
:::
|
|
318
|
-
|
|
319
|
-
:::warning
|
|
320
|
-
When an `onBeforeSubmit` callback throws, the SDK aborts the submit before it commits
|
|
321
|
-
anything, and the step does not advance. This is deliberate. A payload that is only
|
|
322
|
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part transformed would store data that looks correct but is wrong. Use
|
|
323
|
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`onBeforeSubmit` for a transform and for a validation check. Put a side effect, such as an
|
|
324
|
-
analytics call or a backend call, in `onSuccess`.
|
|
325
|
-
:::
|
|
326
|
-
|
|
327
|
-
### Success and error callbacks
|
|
328
|
-
|
|
329
|
-
Pass `onSuccess` and `onError` to act on the outcome of a submission:
|
|
330
|
-
|
|
331
|
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:::code-group
|
|
332
|
-
|
|
333
|
-
```svelte [Svelte]
|
|
334
|
-
<script lang="ts">
|
|
335
|
-
import { getStep } from '@picked/svelte/hooks'
|
|
336
|
-
|
|
337
|
-
const { form } = getStep({
|
|
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|
-
onSuccess: ({ data }) => {
|
|
339
|
-
analytics.track('lead_captured', data)
|
|
340
|
-
},
|
|
341
|
-
onError: (errors) => {
|
|
342
|
-
console.error('Validation errors:', errors)
|
|
343
|
-
},
|
|
344
|
-
})
|
|
345
|
-
</script>
|
|
346
|
-
|
|
347
|
-
<form {...form.props}>{/* ... */}</form>
|
|
348
|
-
```
|
|
349
|
-
|
|
350
|
-
```tsx [React]
|
|
351
|
-
import { useStep } from '@picked/react/hooks'
|
|
352
|
-
|
|
353
|
-
function ContactStep() {
|
|
354
|
-
const { form } = useStep({
|
|
355
|
-
onSuccess: ({ data }) => {
|
|
356
|
-
analytics.track('lead_captured', data)
|
|
357
|
-
},
|
|
358
|
-
onError: (errors) => {
|
|
359
|
-
console.error('Validation errors:', errors)
|
|
360
|
-
},
|
|
361
|
-
})
|
|
362
|
-
|
|
363
|
-
return <form {...form.props}>{/* ... */}</form>
|
|
364
|
-
}
|
|
365
|
-
```
|
|
366
|
-
|
|
367
|
-
:::
|
|
368
|
-
|
|
369
|
-
A callback belongs to the component that passes it. The SDK releases the callback
|
|
370
|
-
when that component unmounts, so you write no teardown code. A new inline function on
|
|
371
|
-
a re-render replaces the earlier one and does not add a second one. One submit
|
|
372
|
-
therefore runs each callback exactly one time.
|
|
373
|
-
|
|
374
|
-
An `onSuccess` or `onError` callback that throws or rejects cannot stop the flow. The
|
|
375
|
-
step still advances, and the SDK reports the failure on the client event bus as
|
|
376
|
-
`form_submit_callback_error`, so the failure stays observable.
|
|
377
|
-
|
|
378
|
-
#### Register a callback in code
|
|
379
|
-
|
|
380
|
-
`form.onSuccess`, `form.onError`, and `form.onBeforeSubmit` are an escape hatch, for
|
|
381
|
-
a callback that you must attach only when a condition holds. They return nothing. The
|
|
382
|
-
SDK releases them for you, as above.
|
|
383
|
-
|
|
384
|
-
```tsx [React]
|
|
385
|
-
function ContactStep({ trackConversions }: { trackConversions: boolean }) {
|
|
386
|
-
const { form } = useStep()
|
|
387
|
-
|
|
388
|
-
if (trackConversions) {
|
|
389
|
-
form.onSuccess(({ data }) => analytics.track('lead_captured', data))
|
|
390
|
-
}
|
|
391
|
-
|
|
392
|
-
return <form {...form.props}>{/* ... */}</form>
|
|
393
|
-
}
|
|
394
|
-
```
|
|
395
|
-
|
|
396
|
-
:::warning
|
|
397
|
-
Register from the body of the component, and not from an event handler. A
|
|
398
|
-
registration inside a click handler is added each time the handler runs, and the SDK
|
|
399
|
-
releases it only when the component unmounts. The registrations therefore accumulate.
|
|
400
|
-
Use the options object above where you can.
|
|
401
|
-
:::
|
|
402
|
-
|
|
403
|
-
### Stop the move to the next step
|
|
404
|
-
|
|
405
|
-
By default the experience advances to the next step after a successful submission.
|
|
406
|
-
Call `stopNavigation()` inside `onSuccess` to stop this. Do it when you must choose
|
|
407
|
-
the next step yourself:
|
|
408
|
-
|
|
409
|
-
:::code-group
|
|
410
|
-
|
|
411
|
-
```svelte [Svelte]
|
|
412
|
-
<script lang="ts">
|
|
413
|
-
import { getStep } from '@picked/svelte/hooks'
|
|
414
|
-
import { getExperience } from '@picked/svelte/hooks'
|
|
415
|
-
|
|
416
|
-
const experience = getExperience()
|
|
417
|
-
|
|
418
|
-
const { form } = getStep({
|
|
419
|
-
onSuccess: ({ data, stopNavigation }) => {
|
|
420
|
-
stopNavigation()
|
|
421
|
-
|
|
422
|
-
// Choose the next step from the data that the user sent.
|
|
423
|
-
if (data['plan-type'] === 'enterprise') {
|
|
424
|
-
experience.goToStepById('enterprise-contact')
|
|
425
|
-
} else {
|
|
426
|
-
experience.goToNextStep()
|
|
427
|
-
}
|
|
428
|
-
},
|
|
429
|
-
})
|
|
430
|
-
</script>
|
|
431
|
-
|
|
432
|
-
<form {...form.props}>{/* ... */}</form>
|
|
433
|
-
```
|
|
434
|
-
|
|
435
|
-
```tsx [React]
|
|
436
|
-
import { useStep } from '@picked/react/hooks'
|
|
437
|
-
import { useExperience } from '@picked/react/hooks'
|
|
438
|
-
|
|
439
|
-
function PlanStep() {
|
|
440
|
-
const experience = useExperience()
|
|
441
|
-
|
|
442
|
-
const { form } = useStep({
|
|
443
|
-
onSuccess: ({ data, stopNavigation }) => {
|
|
444
|
-
stopNavigation()
|
|
445
|
-
|
|
446
|
-
// Choose the next step from the data that the user sent.
|
|
447
|
-
if (data['plan-type'] === 'enterprise') {
|
|
448
|
-
experience.goToStepById('enterprise-contact')
|
|
449
|
-
} else {
|
|
450
|
-
experience.goToNextStep()
|
|
451
|
-
}
|
|
452
|
-
},
|
|
453
|
-
})
|
|
454
|
-
|
|
455
|
-
return <form {...form.props}>{/* ... */}</form>
|
|
456
|
-
}
|
|
457
|
-
```
|
|
458
|
-
|
|
459
|
-
:::
|
|
460
|
-
|
|
461
|
-
Move by step `id` with `goToStepById('<step-id>')`, or by the `key` of the step with
|
|
462
|
-
`goToStepByKey('<step-key>')`. Both jump directly to the step node that matches. When
|
|
463
|
-
no step matches, the call does nothing.
|
|
464
|
-
|
|
465
|
-
## Best practices
|
|
466
|
-
|
|
467
|
-
- **Give each step a meaningful label**: analytics events and the dashboard both show
|
|
468
|
-
the `label`. Use a name that says what the step does, such as `"Contact Details"`
|
|
469
|
-
and not `"Step 2"`.
|
|
470
|
-
- **Keep each step small**: each step must collect one small set of related
|
|
471
|
-
information. More steps with fewer fields each reduce the number of users who leave.
|
|
472
|
-
- **Use a condition to take a branch**: do not make a second copy of a step. Write the
|
|
473
|
-
branch with `nextConditional()`, so that you can reuse a shared step.
|
|
474
|
-
- **Use `stopNavigation` only when you must**: an automatic move after a submit is
|
|
475
|
-
what a user expects. Stop it only when you must choose the next step yourself.
|
|
476
|
-
- **Check a field on blur, not on change**: the SDK does this for you. A field shows
|
|
477
|
-
an error after the user leaves it, and not while the user types.
|
|
478
|
-
- **Load a large step component lazily**: use the `component` prop on `<Step>` with a
|
|
479
|
-
dynamic import, for content that only some users see.
|
package/dist/docs/steps.mdx
DELETED
|
@@ -1,53 +0,0 @@
|
|
|
1
|
-
---
|
|
2
|
-
layout: docs
|
|
3
|
-
---
|
|
4
|
-
|
|
5
|
-
import { Screenshot } from '../../components/Screenshot'
|
|
6
|
-
|
|
7
|
-
# Steps
|
|
8
|
-
|
|
9
|
-
A step is one screen or card that a visitor sees during an experience. Each step
|
|
10
|
-
holds one or more fields. A field collects data or shows content.
|
|
11
|
-
|
|
12
|
-
<Screenshot
|
|
13
|
-
route="/{orgSlug}/{projectId}/workspaces/{workspaceId}/steps"
|
|
14
|
-
alt="The steps list for a workspace on the Picked dashboard"
|
|
15
|
-
/>
|
|
16
|
-
|
|
17
|
-
## Create a step
|
|
18
|
-
|
|
19
|
-
1. Open your project.
|
|
20
|
-
2. Click **Steps** in the sidebar.
|
|
21
|
-
3. Click **New Step**.
|
|
22
|
-
4. Enter a name and a key.
|
|
23
|
-
5. Click **Create**.
|
|
24
|
-
|
|
25
|
-
The key is a unique identifier for your application. You set it once, and you cannot
|
|
26
|
-
change it later.
|
|
27
|
-
|
|
28
|
-
## Set up a step
|
|
29
|
-
|
|
30
|
-
**Name**: The name that the dashboard shows. Your visitors do not see it.
|
|
31
|
-
|
|
32
|
-
**Key**: The identifier that your application uses for this step. Your
|
|
33
|
-
visitors do not see it.
|
|
34
|
-
|
|
35
|
-
**Layout Name**: The name of the component layout that renders this step. Examples
|
|
36
|
-
are `card`, `modal`, and `fullscreen`.
|
|
37
|
-
|
|
38
|
-
A step can also carry a **Step Layout**. A step layout is a reusable CMS schema, and
|
|
39
|
-
it gives the step a Content Entry. See [Page and Step Layouts](/content/layouts).
|
|
40
|
-
|
|
41
|
-
## Assign fields
|
|
42
|
-
|
|
43
|
-
In the flow builder, drag a field from the entity browser onto a step node. The field
|
|
44
|
-
appears in the **Assigned Fields** list of the step, in the inspector.
|
|
45
|
-
|
|
46
|
-
You can also choose the step node and expand the **Assigned Fields** section to see
|
|
47
|
-
and control the assigned fields. Click a field to open its inspector.
|
|
48
|
-
|
|
49
|
-
## Reuse steps
|
|
50
|
-
|
|
51
|
-
A step is a project-level entity. You can drag the same step into more than one
|
|
52
|
-
experience flow. A change to the options of a step applies at every place that uses
|
|
53
|
-
it.
|