How to configure manual operations
A manual operation allows, when the workflow is executed, to display the user a pop-up to request information.
Question (2 answers)
Procedure:
- Choose the operation Question (2 answers).
- In the Parameters section, click on Edit.
-
Fill in the following fields:
- Step Title: header of the pop-up displayed to the user.
- Text to prompt to the user: question for the user.
- Alternative answers: options of answer displayed to the user.
First option Text on the button: first option of answer displayed to the user Value to save in the field: saved value if the first option is selected
Second option Text on the button: second option of answer displayed to the user Value to save in the field: saved value if the second option is selected
- Card field in which the value will be saved: kanban card field in which the answer value is saved. Available fields:
card_1_text
: extra text card 1card_reference
: card referencepicking_location
: card picking locationcard_note
: card note
Free text
Procedure:
- Choose the operation Text input.
- In the Parameters section, click on Edit.
-
Fill in the following fields:
- Step Title: header of the pop-up displayed to the user.
- Text to prompt to the user: question for the user.
- Text on the insert button:description of the button to click to confirm the text entry.
- Card field in which the value will be saved: kanban card field in which the answer value is saved. Available fields:
card_1_text
: extra text card 1kanban_quantity
: card quantitycard_reference
: card referencepicking_location
: card referenceexpiration_date
: card expiration datecard_note
: card note
- Data type: type of the input data. Available types:
text
(ex. ABCD123)integer
(ex. 10)date
(ex. 01/01/1990)float
(ex. 10.5)
- Validation rules: it is possible to configurate validation rules for the input value. To configure the rule, contact the KanbanBOX Support
- initial_value: value shown in the text input box. The user can confirm or modify this value. Example:
{kanban_quantity}
to show to the user the nominal quantity of the card. It can be confirmed or changed.
Comments
0 comments
Please sign in to leave a comment.