Dialogs are a way to guide a user through a set of interactive questions and then perform actions based on their responses. They are designed for user interaction.
Let’s go through creating a dialog. Let’s say we want to create a dialog that is used for capturing information about how satisfied a customer is with our service.
Go to Settings->Processes and select Category = Dialog:
Click OK and it will open the dialog window:
Click to add input arguments. Note you cannot add input arguments to an on-demand dialog. Clicking Yes will enable the dialog as a child process and remove the on demand process. We will keep our dialog as a on demand dialog:
Click to add a step and choose a page:
Click to add variables:
Choose the line and select Prompt and Response:
Click Set Properties:
Based on their answer, we can add a condition:
If they answer no:
We can now add a step. Let’s create a task:
The task will be to call the client:
Save and exit. Back to the dialog, you can see there are many things we can do at this point, including running Actions:
We will stop the dialog. Save and Activate the dialog.
Go to an account record and select Start Dialog:
Select the dialog we just created:
A window will open:
Click No and next:
A new task is created:
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