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Overview

UI actions establish connections between UI components or custom elements and predefined actions. These connections ensure that processes are executed efficiently while defining the UI’s response. Examples include:

  • Showing a loader during an action execution.
  • Automatically dismissing a modal after a task is completed.
  • Sending default data back to the process.

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Types of UI actions

UI actions can be categorized into two main types:

  1. Process UI Actions: Directly interact with process nodes and manual actions.
  2. External UI Actions: Perform actions that link to external URLs or open new tabs.

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Process UI actions

Process UI Actions (labeled ACTION) define how a Button, whether generated or custom, interacts with a manual process action. Before configuring a UI action, ensure the corresponding manual action is set up.

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Adding a node action

To configure a UI action, first add a node action (type: manual) to a process node. For detailed steps, refer to:

Adding an action to a node

Example: Configuring a node action (Save Data)

  1. Add an Action: Attach an action to a node.
  2. Select the Action Type: Choose Save Data, for instance.
  3. Action Type: Set it to manual.

Both UI actions and node actions must be configured on the same user task node.

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Configuring a UI action

Below are the key configuration options for defining a UI action:

  • Event: Define when the action should trigger (Learn about Events).
  • Action Type: Specify the type of action (Explore Action Types).
  • Node Action Name: Select the corresponding manual action from the dropdown.
  • Use a different name for UI action: Optionally, define a unique name to trigger the action in Custom Components.
  • Add custom keys: Add custom keys beyond those in the data model.
  • Exclude keys: Specify data keys to exclude.
  • Add custom body: Provide a default JSON response, merged with additional parameters during execution.
  • Add form to submit: Link the action to specific UI elements for validation.
  • Hide Subprocess Navigation: Disable navigation to subprocesses.
  • Show loader: Display a loader until a server-side event (SSE) updates the data or screen.

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UI actions elements

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Events

Events define how user interactions trigger UI actions. The available event types are:

  • CLICK: Triggered when a button is clicked.
  • CHANGE: Triggered when input fields are modified.

Events are not applicable for UI actions on Custom Components.

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Action types

The Action Type dropdown includes several predefined options:

  • DISMISS: Closes a modal after the action is executed.
  • ACTION: Links a UI action to a manual node action.
  • START_PROJECT: Initiates a new project instance. This action type is used to trigger a completely new process flow within a different project or application, based on the selected project and process configurations.
  • UPLOAD: Initiates an upload action.
  • EXTERNAL: Opens a link in a new browser tab or window.

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External UI actions

External UI Actions enable linking to external URLs and opening links in a new tab or the same tab.

When configuring an external UI action, additional options become available:

  1. URL: Specify the web URL for the action.
  2. Open in New Tab: Choose whether to execute the action in the current tab or a new tab.

For more information on how to add actions and how to configure a UI, check the following section:

Managing a project flow