How to Edit Profile on 'First Login' separately from normal 'Edit Profile'?

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1

Is there a way to get around this issue (I’ve tried a ton of things!)?

This is the scenario:

  1. User Requests Access to the app.
  2. Access is granted meaning their email is added to the User Table.
  3. User logs in for the first time by clicking the link in the ‘Access Approved’ email.
  4. They land on a ‘Welcome Screen 1’ - the only screen visible to them at this point - and click ‘Update Profile’ to enter their First and Last names.
  5. On Submit, a ‘Welcome 1’ workflow is triggered that sets other fields including ‘first login date’ & ‘profile complete’ flag, and takes them to ‘Welcome Screen 2’ to set various preferences.

This all works fine.

However, any time they want to edit their profile in future e.g. change their name or photo, the same workflow gets triggered. I tried setting it to ‘Show Notification’ via the Profile screen, but then that resets the ‘Welcome 1’ workflow to ‘Show Notification’ also.

2

Just use another workflow to show an edit screen for the user profile.

3

Hi @fk1214, thanks for your reply.

I tried this for the Welcome screen, but it added another row to the User table (as well as updating the correct row) when I did this. I tried several workarounds but the only way I could get it to stop creating the second row was to use the ‘Show Edit Screen’ on the User’s profile i.e.

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And then, it seems, the ‘On Submit’ action is tied to only being 1 option anywhere it’s used.

Is there another way I can use an Edit screen that will allow me to have different actions?

4

What is your on submit action?

5

This is the Welcome screen ‘on submit’ : it goes to ‘New User/Welcome Part 1’ workflow.

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On the ‘normal’ User profile screen, I just want to use the usual ‘Show Notification’ message on submit, but if I change it there, it changes it on the Welcome screen also.

6

Add a condition: If the profile complete flag is empty then it does all the onboarding actions and sets the flag, otherwise just show a notification.

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7

Thanks very much @fk1214 - finally sorted! :folded_hands:t2:

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8

What I usually do on Onboarding:

  • Filter the screen to the signed-in user’s User Profiles row.
  • Show entry fields right on the screen.
  • Validate them and allow users to finish their onboarding once all validations are correct.
  • After they finish onboarding, have an Edit button on the User Profiles tab.
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