Presenting a Dialog Workflow dialog to a user with an email

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Presenting a Dialog Workflow dialog to a user with an email

Many of the example processes in this document use a Dialog Workflow component to present a webform to a user. This is most often done by sending the user an email with a link to the webform.

Dialog Workflow components stop a process to present a Web dialog to a user to obtain necessary information.

See About the Dialog Workflow component

With a Dialog Workflow component, before the user can input the necessary information in the Web dialog, the user must first access the dialog. Dialog Workflow components contain a start process for the purpose of presenting the user with the Web dialog. One common way of doing this is sending the user an email with a link to the Web dialog. The Send Email component sends the email.

To present a dialog to a user with the Send Email component

1. In your process, double click the Dialog Workflow component to open its editor.

2. Click the Event Configuration tab.

3. Click the Start Process [...] button.

   This opens the Start Process editor, which by default contains only a start and end component.

4. Add a Send Email component and connect all three components.

5. Configure the Send Email component.

   • Set the From Address, To Address, and Subject.

   • Click on the HTML content [...] button.

   • From the left panel, drag ResponsePageLink onto the email pallet.

     This adds a link in the email to the dialog contained in the Dialog Workflow component.

   • Click OK to exit the content editor.

   • Click OK to exit the email editor.

6. Click OK to exit the start process editor.