Action flows - Set Message

Action flows are actions that you want to perform in the event of a triggering action like a button click. You are aware of the different types of tasks where you are adding messages like emails, notifications, and so on. You can set the Message and can customize the look and feel of the message using the Text editor or Rich Text Editor. You can create the Message using the Set Message. Also even when you are using the Plain Text you can make use of the Message task to add dynamic value.

Some common usages are to send bulk email with certain announcements, feature introduction, newsletters, personalized look and feel for enquiries and so on.

Typically rich text format supports you to create email signatures in line with your branding guidelines. The Message block enables you to design a message with:

  • Text adjustment such as italics, bolding, underlines, etc.
  • Embedded images
  • Bullet points
  • Some of the text alignment options
  • Formatted table
  • Font color and highlighting
  • Differentiable Code block
  • Add Newline character

Adding a message

Let us now understand how to create a Message block for a selected Screen:

  • Now in action like a button click action, under On-Screen Actions > Utility, select Set Message.

    set message on screen

  • Enter the self-explanatory Task Name, and click Next.
    richtext editor

  • There are two options that you can see for the Message Body; Plain Text and Rich Text. Customize the look and feel of the message.

  • You can now use the message body generated in the task using the taskname.MESSAGE. You also have the option to add dynamic value using the double curly brackets ({{variable}}). New variables can be created and even the formula can be used to assign its values.

Now if you view the email message sent to the user, you can note that the message appears as formatted if it is created using the Rich Text format. If you have kept it as plain text it appears in the default setting. Some connectors may need you to provide the content type as HTML as in the example above. Let us assume that the team name is dynamically provided In that case, the message appears as seen below.