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.
People Viewer
- Allow Browsing by "Next": This option enables sequential browsing through people profiles. It's especially useful in scenarios where users need to review multiple profiles one after another without returning to the main list. This can streamline tasks like approving user updates, reviewing team members, or simply navigating through records.
- Use AI for User's Searching: By enabling AI-powered search, the People Viewer allows for a more intuitive search experience. It helps in finding records not just by exact matches to search queries, but also by synonyms, related terms, or even partial phrases. This feature is particularly valuable when users might not know the exact terms used in the profiles they are searching for, or in cases where they make typos or other input errors.
- Add Button "No Required Options": This feature provides a way for users to indicate that none of the available options or profiles meet the required criteria. It's useful in decision-making processes where users might need to reject all presented options and request new ones. This can apply in recruitment workflows, team selection processes, or any scenario where a choice among several options is required.
- Preview and Full Options: These settings likely refer to how much information is displayed in different viewing contexts:
- Preview: Provides a condensed view of each person's profile suitable for quick browsing or when users need to scan through multiple profiles rapidly.
- Full: Offers a detailed view of the profile, including all available data fields. This view is useful when a user needs to understand a person’s background comprehensively or make decisions based on detailed information.
People Picker
Type of Choice
- Single-Choice: This option allows the user to select only one person from the list at a time. It is typically used in scenarios where a specific task or role can only be assigned to one individual, ensuring that selections are exclusive and singular.
- Multiple-Choice: Enables the selection of several people simultaneously. This functionality is essential for tasks or communications intended for groups, such as team assignments or group notifications.
Allow Browsing by "Next"
This feature facilitates the browsing of personnel records one by one. It is particularly useful in workflows requiring sequential review or selection of individuals, allowing users to move to the next record without returning to the main list. This can streamline the selection process in large organizations.
Add Button "No Required Options"
Including this button provides a mechanism for users to opt-out or indicate that none of the presented options are suitable. This could be vital in decision-making processes where an appropriate candidate or group of candidates is not found within the existing selections.
Use AI for User's Searching
AI-Enhanced Search Capabilities: This option integrates artificial intelligence to enhance search functionality, allowing for more flexible and forgiving query handling. AI can assist in locating records by interpreting natural language inputs, synonyms, and even correcting minor errors or typos in search queries. This makes the People Picker more robust and user-friendly, especially in dynamic environments where quick and efficient person search is necessary.
Save Answer to Person's Profile
Allows the system to save the selection to the person's profile, useful for tracking person-to-person relations.