The Show Confirm Dialog Step in Yeeflow workflows is designed to display a confirmation dialog to users before proceeding with critical actions. This step helps ensure that users intentionally confirm their decision before taking an irreversible action, such as deleting data or submitting a form.
When to Use the Show Confirm Dialog Step
Preventing accidental actions: Use this step to prompt users for confirmation before performing tasks like deleting records, submitting forms, or updating important data.
User accountability: When an action has significant consequences, this step adds an extra layer of responsibility for users to confirm their actions.
Approval or rejection: In approval processes, it can be used to verify whether a user wants to approve or reject a request, ensuring their decision is intentional.
Business Scenarios
Here are some typical scenarios where the Show Confirm Dialog Step can be applied:
Data Deletion: Before permanently deleting data, ask users to confirm their action to prevent unintentional data loss.
Form Submission: For complex or important forms, use the confirmation dialog to ensure users have reviewed the information and are ready to submit.
Approval Workflows: Before approving or rejecting requests, use the confirmation step to give users a chance to double-check their decisions.
Critical Updates: When users are about to make system or data updates that are irreversible, you can prompt them for confirmation to ensure they are aware of the potential impact.
Key Components of the Show Confirm Dialogue Step
The configuration of the Show Confirm Dialog Step includes the following key settings:
1. Execution Condition
The Execution Condition determines when the confirmation dialog will appear. You can set specific conditions based on workflow variables or field values that must be met for the dialog to be shown. Learn more about the Execution Condition of actions.
If no condition is specified, the dialog will always be shown.
Continue next step when condition is not met: Check this box if you want the workflow to proceed without the confirmation step when the specified condition is not met.
2. Confirm Question
The Confirm Question is the message displayed in the confirmation dialog. This is the question or statement that prompts the user to confirm their action (e.g., "Are you sure you want to delete this record?").
You can click the icon on the right-hand side of the Confirm Question field to open the Expression Editor. In the editor, you can dynamically set your question by using fields, variables or custom text.
3. Result save to Variable
The Result Save to Variable option allows you to store the user’s response to the confirmation dialog (whether they confirmed or canceled the action).
You can click the icon on the right side of the Result Save to Variable field to select a variable that will store the result.
The value saved can then be used in subsequent steps to determine the workflow's next actions (e.g., if the user cancels, you can halt the workflow or show a different message).
