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Using Dialogs

Overview

Create dialogs in Mirata to collect user input, guide users through complex decisions, and tailor workflows dynamically. Dialogs allow you to present interactive prompts at specific points in your workflow, ensuring users provide the necessary information or make informed choices to advance the process efficiently.

What is a "Dialog"?

A dialog box in Mirata is essentially a pop-up window that appears when before a transition/transaction is run within a form. You control whether or not the dialog box appears. Dialog boxes allow for user input or user confirmation.

Below is an example of a dialog box that appears in this test form when the user clicks the "complete" button on the bottom right corner of the screen. The dialog box is presented in the middle of the Inbox screen for user confirmation. When a dialog box is open, the rest of the form will not be available to edit. Despite the fact there is no additional user input, this dialog box is essential to the completion of the test form displayed below.

Configure the Dialog

Open the workflow editor and locate the transition/transaction element where you want to add a dialog. It is important to note, that the transition/transaction must be created first, prior to editing the dialog box.

Click on the element to open the properties panel. This panel will show options for configuring a dialog box.

Click on the Dialog tab.

Edit the dialog properties.

Use the available text boxes and dropdowns to configure the dialog's settings.

Set Conditions

You can set conditions for displaying the dialog box.

In the CONDITIONS section, use the dropdowns and textboxes to define the conditions under which the dialog box will appear.

Using the Dialog Editor

Sometimes, you will want to utilize additional fields before completing a transition. For this we need to open the Dialog Editor

Inside the Dialog Editor, you will see a screen that looks very similar to the form designer. We will be able to add specific things to our dialog box that will appear when completing the form within the inbox.

In our example, let's add a simple text field that will prompt the form user to input their full name.

Testing Dialog in Inbox

Note from earlier that we have labeled our transition button, "Go to section 2", and that will appear within the inbox.

When we click on the button, we will see this in the dialog box. So, this worked as intended!

NOTE: If you do NOT set a validation on the Full Name field within the dialog box, the user will be able to proceed without actually filling anything out.