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Hi Gainsight PX Community,

I’m designing an engagement where users must:

  1. Select checkboxes (e.g., required shifts) from the list below

  2. Return to the engagement to click "Next" and proceed with actions based on their selections.

Problem:

  • As soon as users click outside the engagement (to interact with checkboxes), the flow breaks or disappears

  • This forces users to restart, creating a poor experience. 

  • Also making the guide end midway, generating no value

Questions:

  1. Is this a default limitation of PX engagements, or is there a setting to keep the modal open while users interact externally?

  2. Are there workarounds?

  3. Has anyone successfully built a flow like this?

Example Use Case:

  • Engagement Type: Guide

  • User Goal: Select shifts from a calendar → Click on next → Actions based on selected shifts only

“As soon as users click outside the engagement (to interact with checkboxes), the flow breaks or disappears” This is expected behavior where the overlay is disabled, and one of the main use cases for tooltips.

 

You can direct users to select required shifts from a tooltip step that has the following configuration:

  1. enable the overlay
  2. map the tooltip to a UI element that includes/encompasses the entire calendar UI, so that clicking within that area in the UI does not interrupt the guide
  3. set the tooltip navigation method to ‘Use Navigation Bar’ so that users can make multiple selections within the calendar, then move to the next guide step by manually clicking Next in the tooltip. If you use the ‘Click in target element’ navigation method, the guide will advance to the next step after the user’s first click in the mapped element. So the nav bar is the best choice if multiple clicks are required

​@rschlette Rob is correct, as usual. ;)

 

Instead of a tooltip, you could also use a Dialog step positioned to be “out of the way” without the overlay, plus include the standard Engagement navigation buttons as well.  In this design, the user can do whatever they need to on the current page AS LONG AS it does not refresh the current application screen/URL.  When the user has finished doing what is needed, they can then click the Engagement navigation button to move to the next step in the Guide.

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