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.
Registry
Records can be associated with different registry types, which are predefined categories that help in organizing records according to their purpose or nature. For example, customer complaints, service requests, and transaction records might be handled in separate registries. Using this input you can select a particular Registry you want to work with.
Records Viewer
Exit after search
This option allows users to automatically exit the record viewing interface after conducting a search. This is useful in workflows where users need to quickly check records without making any changes, streamlining the navigation by reducing extra steps.
Add button "No required options"
Including this button in the Record Viewer provides users a way to indicate that none of the records presented meet their needs or criteria. This feature can be crucial in decision-making processes or when filtering through large datasets, allowing users to dismiss the current options and potentially trigger alternate workflow paths.
Use AI for user's searching
This feature enhances the search functionality within the Record Viewer using AI:
AI Assistance: AI helps users find records by interpreting a variety of input forms, such as synonyms or partial phrases. This makes the search process more forgiving of inaccuracies or vague queries, significantly improving user experience and efficiency.
Error Tolerance: AI's ability to understand misspelled words or related terms ensures users can still find the records they need even with imprecise input, reducing frustration and increasing productivity.
Preview and Full Details
Preview: Shows limited information for quick identification of records.
Full: When a record is selected or further inspection is needed, the full view provides a comprehensive display of all available data related to the record.
Add filter
This feature allows users to dynamically apply filters to the records being displayed. Filters can be based on any data attribute associated with the records, enabling users to narrow down their search to the most relevant entries, which is particularly useful in databases with large volumes of records.
Records Picker
The Records Picker allows users to select one or more records from a list based on specific criteria. This feature supports workflows that require actions on multiple records or where users need to identify and interact with records based on specific attributes. It facilitates efficient record selection and manipulation within the workflow.
Type of Choice
Single-choice: This option restricts users to selecting only one record at a time. It’s particularly useful in situations where a specific task or decision needs to be tied to a unique record, ensuring clarity and preventing multiple selections that could complicate the process.
Multiple-choice: Enables users to select more than one record simultaneously. This feature is essential in workflows that involve batch processing or actions that need to be applied to multiple records, such as updating status, sending notifications, or grouping records for further processing.
Exit after search
This option allows users to automatically exit the record viewing interface after conducting a search. This is useful in workflows where users need to quickly check records without making any changes, streamlining the navigation by reducing extra steps.
Add button "No required options"
Including this button in the Record Viewer provides users a way to indicate that none of the records presented meet their needs or criteria. This feature can be crucial in decision-making processes or when filtering through large datasets, allowing users to dismiss the current options and potentially trigger alternate workflow paths.
Use AI for user's searching
This feature enhances the search functionality within the Record Viewer using AI:
AI Assistance: AI helps users find records by interpreting a variety of input forms, such as synonyms or partial phrases. This makes the search process more forgiving of inaccuracies or vague queries, significantly improving user experience and efficiency.
Error Tolerance: AI's ability to understand misspelled words or related terms ensures users can still find the records they need even with imprecise input, reducing frustration and increasing productivity.
Save answer to Person's Profile
This option would allow the system to save any responses or selections made within the Record Viewer directly to a user's profile. This could be useful for tracking user preferences or actions for future interactions or for personalizing the workflow experience.
Preview and Full Details
Preview: Shows limited information for quick identification of records.
Full: When a record is selected or further inspection is needed, the full view provides a comprehensive display of all available data related to the record.
Add filter
This feature allows users to dynamically apply filters to the records being displayed. Filters can be based on any data attribute associated with the records, enabling users to narrow down their search to the most relevant entries, which is particularly useful in databases with large volumes of records.
Multiple choice options
Enables users to select a record for named actions. This option is useful if we would like to allow users to execute different actions on records e.g. suspend, archive or transfer a subscription.
Create Record
This function enables users to create new records directly within the workflow. It is typically used in workflows that generate new data entries as part of the process, such as during registration tasks or when capturing new information required for process continuation.
Choose Grouping: This dropdown allows users to specify which grouping or category the new record should belong to. This is crucial for organizing records within the appropriate segments of the organization or project, ensuring that they are managed and accessed within the correct context.
Following will be an autogenerated form that will prompt the user to select a data source for each of the properties of the new record.
Update Record
The Update Record feature allows for modifications to existing records. This could involve updating status, editing data fields, or changing ownership details as required by the workflow. It supports dynamic data management within the workflow, ensuring records remain accurate and up-to-date.
Add filter: This feature allows users to dynamically apply filters to the records being displayed. Filters can be based on any data attribute associated with the records, enabling users to narrow down their search to the most relevant entries, which is particularly useful in databases with large volumes of records.
Data for update: This feature allows users to choose which record properties to update. For each property added users will be prompted to add a data source for an updated value.
Filter
Filtering capabilities allow domain specialists to find and save a set of records or their data into the workflow context for further processing and branching. This feature is essential in workflows that handle large volumes of data, enabling users to focus on records that are relevant to the specific tasks or stages of the workflow.