Configure a Confirmation

Owned by Anthony George
Mar 31, 2023
2 min read

Configuring a Confirmation

A confirmation phase is useful where the user must:

  • Confirm an action before continuing.
  • Choose an option to determine which phase runs.

A confirmation is added as a phase within an actionflow and typically opens a popup window that asks the user to confirm their action. The following steps assume all screens already exist.

The example illustrated below opens a confirmation screen before the deletion of a record is carried out.

Adding a Confirmation

  1. Open the actionflow that requires a confirmation. Above the actionflow canvas are the phases.
  2. On the Processing Phase click  Add New.
  3. Select Add Phase Before and set the Name to Confirmation.
  4. In the Inputs panel, configure the input into the actionflow: 
    • If you want to map data into the confirmation phase, add the form or data sources as the input.
    • If you do not need any data, add the On Click action event as the input.
  5. From the actionflow toolbar click screen Screen to open the list of available screens.
  6. Drag the confirmation screen you require onto the actionflow.
    1. If you need to create a confirmation screen do so now, there is a confirmation screen template available in Serene Grey that can be selected from the screen creation wizard.
  7. Connect the On Click input connection point to the Confirmation Screen.
  8. Drag an   Phase node onto the canvas and select the phase to run after the confirmation has been completed. For example, Processing Phase.
  9. Hover your mouse pointer over the screen node that opens the Confirmation Screen, click Confirm. and connect this to the Phase node.

Additional Options

  1. If a custom confirmation message is required, a Calculate node can be added before the  Open Screen node. The Calculate node can be configured to produce a custom message and this can be mapped into the dynamic text fields on the Serene Grey confirmation screen. To find out more, see Calculate Node and Open Screen Node.

Creating a Custom Confirm Screen

A confirmation is a special type of action that allows an actionflow to wait for a user's input before continuing.

  1. For a screen to be considered a confirmation screen one button must have an Action Type of Confirmation.
  2. A confirmation screen must have a button on it whose Action Type is set to Confirmation.
  3. To do this click on a button to open its  Properties.
  4. Click the  Actionflow tab
  5. Set Action Type to Confirmation
  6.  Save your changes. 


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