UI steps

Describes how to use the UI steps.

Download file

General info
CategoryDescription
UIPerforms a download of the specified file.
Inputs
LabelTypeRequiredVisibilityDescription
File IDtextyesAlwaysThe ID of the file to download.
Outputs

No configuration required.

Sample
Download file step image
The flow begins, and the "download file" step downloads the specified file. If an error occurs during the file download, the error will be logged, and the execution will be terminated.

Go back

General info
CategoryDescription
UIGoes back in the browser navigation history.
Inputs

No configuration required.

Outputs

No configuration required.

Sample
Go back step image
The flow initiates, and the "go back" step navigates back in the browser's navigation history. Subsequently, the execution concludes with the "end" step.

Go to view

General info
CategoryDescription
UINavigates to the specified view in the UI.
Inputs
LabelTypeRequiredDefaultVisibilityDescription
Viewviewyes-AlwaysThe view to navidate to.
View typechoiceconfig.view.type is ENTITY_VIEWRead Onlyconfig.view.type is ENTITY_VIEWIn case of grid or workflow views define the view type to redirect.
Possible values are:
Read Only
Create
Edit
Record IDtextconfig.view.type is ENTITY_VIEW-config.view.type is ENTITY_VIEWID of the record. When this field is set the app navigates to the detail read-only view of the record.
Filtersqueryno-config.view.type is COLLECTION_VIEW config.view.type is CARDS_VIEWIn case of grid or workflow views define some view filters to be applied.
Parametersqueryno-config.view.type is CUSTOM_VIEWIn case of custom views you can define some view parameters to be applied. Those parameters are transformed into URL query parameters.
Outputs

No configuration required.

Sample
Go to view step image
The flow begins, and the "go to view" step navigates to the specified view. Subsequently, the execution concludes with the "end" step.

Open action

General info
CategoryDescription
UIOpen the specified action modal in the UI.
Inputs
LabelTypeRequiredVisibilityDescription
EntityentityyesalwaysThe entity that the action belongs to.
ActionentityActionyesAlwaysThe action to be executed.
Action viewviewnoAlwaysThe action view to be used. If it is not specified the default one is going to be used.
Record IDstextconfig.action.type is not GLOBAL_ENTITYconfig.action.type is not GLOBAL_ENTITYThe condition to be evaluated as true.
Outputs

No configuration required.

Sample
Open action step image
The flow initiates, and the "open action" step opens the specified action modal in the UI. Following this, the execution concludes with the "end" step.
General info
CategoryDescription
UIOpens the specified link in the browser.
Inputs
LabelTypeRequiredDefaultVisibilityDescription
URLtextyes-AlwaysExternal URL to open.
Open link in a new tabbooleanyestrueAlwaysIf true external URL is opened in a new tab of the browser. Otherwise the URL will be opened in same tab.
Outputs

No configuration required.

Sample
Open external link step image
The flow begins, and the "open external link" step opens the specified external URL. Subsequently, the execution concludes with the "end" step.

Reload

General info
CategoryDescription
UIReloads the app.
Inputs
LabelTypeRequiredVisibilityDescription
Go to default viewbooleanyesAlwaysIf set to “true,” when the app is reloaded, the user will be directed to the default view, which is the view displayed when the app is loaded after login. If set to “false,” the current page will be reloaded.
Outputs

No configuration required.

Sample
Relod step image
The flow begins, and the "reload" step refreshes the app. Subsequently, the execution concludes with the "end" step.

Show message

General info
CategoryDescription
UIDisplays a message in the UI.
Inputs
LabelTypeRequiredDefaultVisibilityDescription
TargetchoiceyescallerAlwaysType of users to send the message.
Possible values are:
Caller
Users
All users
Userstextconfig.target is users-config.target is usersSpecific users to send the message.
Titletextyes-AlwaysThe title to be shown on message.
Messagetextyes-AlwaysThe message content to be shown on message. It supports some basic HTML tags.
TypechoiceyesInformationAlwaysDefine the style for the message.
Possible values are:
Information
Success
Warning
Error
Keep visiblebooleanyes-AlwaysIf true the message won’t be closed automatically and the user has to close it manually.
Outputs

No configuration required.

Sample
Show message step image
The flow initiates, and the "show message" step displays the specified message. Following this, the execution concludes with the "end" step.

Start task

General info
CategoryDescription
UIDisplays the specified task in the top right.
Inputs
LabelTypeRequiredVisibilityDescription
Task IDtextyesAlwaysThe ID of the task to be displayed on the tasks menu.
TitletextyesAlwaysThe message to be displayed on the tasks menu as the title.
MessagetextnoAlwaysThe complimentary message to be displayed as a subtitle.
Outputs

No configuration required.

Sample
Start task step image
The flow begins, and the "start task" step displays the specified task in the top right corner. If an error occurs during the task display, the error will be logged, and the execution will be terminated.

Update task

General info
CategoryDescription
UIUpdates the status of a task displayed in the top right.
Inputs
LabelTypeRequiredVisibilityDescription
Task IDtextyesAlwaysThe ID of the task to be displayed on the tasks menu.
TitletextyesAlwaysThe message to be displayed on the tasks menu as the title.
MessagetextnoAlwaysThe complimentary message to be displayed as a subtitle.
StatustextnoAlwaysThe status of the task, which can be updated to running, success, or error. The initial status is running.
Outputs

No configuration required.

Sample
Update task step image
The flow initiates, and the "update task" step updates the status of the specified task. If an error occurs during the task update, the error will be logged, and the execution will be terminated.