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Lesson 2: Simulating Your Guide

You've already seen how Guide Designer can preview what a guide looks like. It also allows you to run a simulation of your guide to see both how it looks to your users and test what happens when you choose different answers.
  1. 1. Click First to go to the beginning of the guide, then click Simulate.
  2. 2. The first simulated screen that you designed appears. The actual data for First and Last name, Email, and Business Phone do not appear in Simulation mode, but they will appear when the user runs the guide.
  3. 3. Click the Continue button. When you come to a step that has a Yes and No buttons, clicking on one of the buttons sends you down that path.
If you type the button at the bottom of the Service Call step, anything that you may enter is not saved since this is a simulation. Similarly, no records are created or any kind of data updated.
You can continue the simulation on your own by clicking through the screens and Service Call steps that you built. Notice that during simulation, you can always go back to a previous step by clicking the Go Back One Step button. Your user can also see the full History of the screen flow, and go back to any point in it by clicking on the step in the History. Try using Go Back One Step and going back using the History.
Note: When a user presses the Go Back One Step, Guide Designer can undo the action performed by a step. (This is application specific.) For example, if a Contact was created, the Contact is removed.
Exit simulation mode by clicking the X in the top right corner. (Clicking on the X within the History panel simply removes the panel from the display.)