Prompt Module

The Prompt module helps you provide a user with a question and move the workflow based on the user’s response. By default, the only acceptable Prompt Type is Text.

1. Add the Prompt Module

   1. Drag-drop the module into the Inspector Panel or double-click the module.

   2. Click the Prompt module to view the configuration page.

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2. Configure the Prompt

   1. Label the prompt: Edit the text to be displayed.

   2. Save output to: Select a predefined tag or click New tag to add a new tag.

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3. Configure Error Messages

   1. Use Default Error Messages: Default error messages are auto-populated based on the selected tag type on the “Save output to” field.

   2. Enable Dynamic Updates: When changing the tag type on the “Save output to” field, a prompt will notify users that the current error message will update based on the new tag type.

   3. Insert Variables in Error Messages:

      • Type {{ in the error message field to open the variable menu.

      • Add attributes like numeric range or character limits dynamically.

   4. More icon: Use the more icon for the following options:

      

      1. Revert to Default: Restore the system-generated default error message when needed.

      2. Add Validation Rules: Configure validation rules to ensure input accuracy and compliance.

         

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4. Configure Reminders

   The prompt module uses the default reminder from the workflow settings. Refer to Configuring the Setup and Start - General Tab for details.

   

   1. Click Edit Reminders to customize reminders for the prompt module.

   2. Reminder message: Specify the message (Optional).

   3. Max Reminders: Select the maximum number of reminders from the drop-down (Maximum: 5).

   4. Send Reminder After: Specify the time (Day, Hours, and Minutes) when the reminder will be sent.

   5. On Reminder, branch to:

      • Select the workflow to proceed once a reminder is triggered.

      • Click New Step to create a new step.

   6. After final reminder, branch to:

      • Select the workflow module to continue after the final reminder is triggered.

      • Click New Step to create a new step.

   7. Click Save to apply changes.

   8. The frequency of the reminder will be displayed under the toggle button.

      

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