The Action Card is designed to execute specific actions automatically within a workflow. It can trigger both internal actions, like data modifications or notifications, and external actions through integration with other systems.
Launch For
The "Launch For" feature of the Event Card allows for specific targeting of event notifications and invitations based on recipient criteria:
- Role-Based Targeting: Media Cards can be configured to be received by users based on their roles within the organization. This allows for tailored communications that are relevant to the recipient's responsibilities and access levels.
- Individual Targeting: Specific individuals can be targeted with Media Cards, ensuring that sensitive or highly specific content reaches only the intended audience.
- Audience Customization: Media Cards can be sent to defined audiences, which can be groups of users segmented by various criteria such as department, project team, or any other relevant grouping.
- Dynamic Recipient Selection: Utilizing filters and conditions, recipients can be dynamically selected based on real-time data and user interactions within the workflow. This flexibility enhances the responsiveness and relevance of media messages.
Content
The Event Card allows for the creation of diverse forms to collect data or feedback:
- Introduction: Each form can start with an introductory message, explaining the purpose or instructions for the form.
- Media Integration: Forms can include images, videos, or other media to enhance engagement or provide additional context.
Action Data
- Action Configuration
- Action Selection: Users can choose from a list of predefined actions, which might include sending emails, updating records, or executing custom scripts.
- Parameter Setting: For each action, users can configure necessary parameters that dictate how the action should be performed, using static values or dynamically pulling data from the workflow context.
- Dynamic Data Binding
- Actions can be configured to use data dynamically from earlier steps in the workflow, allowing for personalized and context-sensitive operations.