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

Text input

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
     • expiration_date: card expiration date
     • picking_location: card reference
     • card_note: card note
     • supplier_lot_number: supplier lot number
     • customer_lot_number: customer lot number
   • 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.

Templating dei workflow

It is possible to insert one or more variables that refer to to the card triggering the workflow in the fields Step Title and Text to prompt to the user.

For example, you can insert the string ID of the card triggering the workflow directly in the pop-up by filling in the variable {ekanban_string} in the field Text to prompt to the user: by doing so, the user will see this information inside the workflow pop-up.

To see which variables can be added, go to Print > Template list, choose a template and go to the template editor: under Insert a variable in the cell you can find all the variables that can be used inside the fields Step Title and Text to prompt to the user.