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Confirmation Message Configuration

Confirmation Message Configuration

Feb 10, 2025

Confirmation Messages

Confirmation messages can be added to Actionflows, e.g. Save, Delete, etc. by inserting an additional  

 before the Actionflow processing phase, i.e. where the Save, Delete, etc. action is.

A confirmation phase is useful where the user must:

  • Confirm an action before continuing

  • Choose an option to determine which phase runs

Confirmation Screens

Confirmation messages require two screens: 

  • An initiator screen where the required action (e.g. delete) is initiated from

  • A confirmation screen that contains the confirmation message, plus buttons to confirm/proceed or cancel/go back

    • the button for confirm/proceed must be set up with an Action Type of Confirmation

    • the button for cancel/go back must be set up with an Action Type of Close Screen

  • The Serene Grey palette contains a template confirmation screen with preconfigured Confirm and Cancel buttons

See Creating or Opening a Screen.

Creating Confirmation Messages

  1. On the confirmation screen, click on the Confirm button to open its 

    , then click on the 

  2. In the Action Settings, set:

    1. Action Method: choose Other

    2. Action Type: choose Confirmation

      1. this setup allows the Confirm button to trigger the next phase in the Actionflow

  3. On the initiator screen, set up the Actionflow for the required action, e.g. Delete

  4. Open the Actionflow for the required action, and above the Actionflow canvas, click the 

     icon next to the Processing 

  5. Choose Add Phase Before to set up the confirmation phase

  6. On the confirmation phase, select Click to Connect and choose the Input of On Click

  7. From the Actionflow toolbar, click 

    to open the list of available screens

    1. Drag the confirmation screen onto the Actionflow to create an 

       action node

  8.  Drag the 

     icon from Connections onto the Open Confirmation Screen action node to connect them 

  9. To allow the confirmation screen to trigger the next

     phase in the Actionflow, drag a  
     action node from the toolbar onto the canvas and in the popup select the Processing 

  10. Hover over the 

     action node and click 
    , then click the
    action node to connect them

Custom Messages

For bespoke confirmation screens that display information about the changes being made, see Custom Confirmation Message Configuration.

Worked Example

Here's a worked example using the School Data (available from the Learning Centre).

In this example, we are using:

  • A Course Management screen containing a grid of the School Courses data - this screen was created using the Tile with Buttons template

If you are completing this chapter as part of the Actionflow course and using a training instance, this data has already been pre-loaded into the Actionflow Foundation Application. For this example, we'll be creating a new screen and working on buttons on the Course Management screen.

We want to add a confirmation screen that appears when users delete a course on the Course Management screen. In this example we will insert a Confirmation phase into an Actionflow to show a confirmation message before a Delete Action is processed.

Setting up a Confirmation Screen

  1. Click on the 

     icon in the PhixFlow header bar

  2. Select

     on the left

  3. In the Create Screen window, enter the following details:

    1. Name: Confirmation Screen

    2. Open Maximised: toggle off 

    3. All users can View Data: toggle on

    4. Description: A generic confirmation screen

    5. Please select a Template, choose Confirmation

    6. Click Create Screen.

  4. The screen will be created and will automatically open

    1. Close the Add Attributes window that opens

  5. Click the Confirm button to open its 

    , then click on the 

  6. You can see here that this button has an Action Method of Other/Default and an Action Type of Confirmation - this is important as it is these settings that allow the Confirm button to trigger the Delete Action phase 

  7. No edits are required to this screen

  8. Close the Confirmation Screen

Configuring a Confirmation Actionflow

  1. On the Course Management screen, open the Delete Actionflow by right-clicking on the

     button and choosing 

  2. Above the Actionflow canvas are the phases, click the 

     button next to Processing Phase

  3. Select 

     Add Phase before and set:

    1. Name: Confirmation 

    2. Press Confirm  

  4. Select Click to Connect and choose the Input of On Click 

  5. Press Connect Input

  6. From the Actionflow toolbar, click 

    to open the list of available screens in your application

  7. Drag the Confirmation Screen you made earlier onto the Actionflow canvas

  8. Drag the 

     icon from Connections onto the Open Confirmation Screen action node to connect them 

  9. From the toolbar, drag a  

     action node onto the canvas and in the popup select the phase, Processing Phase, to run after the confirmation has been completed

  10. Hover your mouse pointer over the

     Open Confirmation Screen action node, click 
     , then connect the
     action node to the Processing  
     action node

    Checkpoint

  11. Close the Actionflow to return to the Course Management screen

  12.  the screen, select a record and press the 

     button

    1. We can see that the Actionflow is working because when you press Confirm on the Confirmation Screen, the selected record is deleted