The Page action is used to display text, videos, and images, and add attachments to a workflow. This article discusses the Page action in more detail.
Table of Contents
- Understanding the Page Action
- How a Page Action Appears in the User Application
Understanding the Page Action
The Page action produces a simple web page that displays information and allow users to interact with some of its elements, such as downloading attachments or playing videos.
The Page action presents information to your users. It can include answers collected from questions and other information stored in square brackets, conditional text based on If-Else logic, and file attachments. Images and videos can also be included in a Page action. The information in a Page action is presented within the workflow and not in an email.
To Set Up a Page Action
Use a Page action anytime you need to present information in your Workflow.
To set up a Page action:
- Drag a Page action to the canvas of the Workflow Editor.
- Position your cursor over the action, then click the Edit icon when it appears.
- On the Action Editor, optionally change the name of the Page action to a more descriptive one.
- Enter a headline for the page. Square brackets may be used within the headline, e.g. Welcome to Autto, [customer_name].
- Attach any files to the Page action, if required. For more information, see To Attach a File to a Page Action.
- Enter the information you want to show to the workflow users on the Page text box, formatting using the Rich Text editor and adding square brackets and conditional text as necessary. You may also go into Code view and customize the HTML as you see fit, or select the Enable Advanced Templating box at the bottom to work directly on the text without going to Code view.
Once you have completed setting up the Page text, and you want to set up the Advanced Options for the action, proceed to Step 7. Otherwise, skip to Step 8.
NOTE: You may attach an image and/or video to the Page action using the Insert Image and Insert Video options on the Rich Text Editor. For more information about square brackets and conditional text, see Working with Square Brackets and Using Conditional Text in Actions, respectively.
- Click Advanced Options. Here, you can set the Page action as the workflow end (see To Set a Page Action as the End of a Workflow) or the final Action for a user (see To Set a Page Action as the End of a Workflow for a User). If you use any of these options, skip to Step 9. Otherwise, proceed to the next step.
- Still under Advanced Options, you may also enter a name that is not more than 20 characters long on the Button text box. This is the text that will be shown on the button at the bottom of the Page when the workflow is run.
- Click the x button on the top-left to save your changes and close the Action Editor.
To Attach a File to a Page Action
Page actions may have any number of files attached to them.
To attach a file to a Page action:
- Add a Page action to your workflow (see To Set Up a Page Action).
- On the Attachments section, click the button that appears right below the Headline box.
- On the Attachments window, select the type of file attachment from the list. There will be an OK button if there is a file of that type that can be attached to the workflow. These files would have been stored via Square Brackets or added to earlier Actions in the workflow, although you can also attach files that have not been added to the workflow (termed as static files in AUTTO). You may add as many files as you want.
- Click the X button on the Attachments window. The file then appears under the Attachments section. You may then proceed and set up the rest of the Page action.
NOTE: Allowable file types include .PNG, .JPG, .JPEG, .PDF, .DOC, .DOCX, and .XLSX. Maximum file size for upload is 25MB.
To Set a Page Action as the End of a Workflow
Page actions can be set as the end of a workflow. This will prevent linking the Page action to a subsequent action, as well as break the link, if any, between the Page action and the next action.
To set a Page action as the workflow end:
- Click Advanced Options.
- Check the Set Page as workflow end box.
NOTE: If the Page action is in another branch of the workflow (see Branching a Workflow), setting it as the workflow end will make the Page the final action in that branch.
To Set a Page Action as the End of a Workflow for a User
Page actions can be set as the final action for workflow users, although the workflow will still run any linked Actions moving forward. For example, if a Page action contains a file attachment for a user, and the workflow will not involve the user any more once they receive the file, you can set the Page action as the end of the workflow for that user.
To set a Page action as the final action for a user:
- Click Advanced Options.
- Check the Continue workflow without user box.
How a Page Action Appears in the User Application
When viewed within a workflow, a Page action, as its name implies, presents the information similar to a web page, in the same exact way it is laid out in the Workflow Editor.