Workflow manual operations

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:

1. Choose the operation Question (2 answers).
2. In the Parameters section, click on Edit.

3. 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 1
     • card_reference: card reference
     • picking_location: card picking location
     • card_note: card note

Free text

Procedure:

1. Choose the operation Text input.
2. In the Parameters section, click on Edit.

3. 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 1
     • kanban_quantity: card quantity
     • card_reference: card reference
     • picking_location: card reference
     • expiration_date: card expiration date
     • card_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.