Hi,
I want to display a message informing an user to check their mail when a button is clicked. The button is for exporting the grid to excel.
How do I do that?
Thanks
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Hello sandhya,how do you define "message"?my first instinct. Use a read only paragraphfield on a form. and offer a download link with it?
Kinda depending on exactly where this button is and what other things you're expecting it to do, one feature you might be able to make use of is the "Confirmation Message" configuration which gives the user a pop-up (where you can make the message whatever you want), along with ok / cancel buttons (where you can change their labels but not what they do), and they have to press the "ok" button for the base button to take effect.
Hi Mike and Richard,
The button is for exporting a grid to excel and when an user clicks it, an email is sent with the excel spreadsheet as attachment.
So I want to inform the users to check their mail.
I don't want to keep it as a confirmation message.
From the user's perspective, what will happen after clicking the "export to excel" button, other than the export being emailed to them? Does the process end? Or do you want them to remain on / return to the same form?
Once the email is sent, the document is deleted and the process ends. But the user can continue to remain on the same form to perform other tasks like creating an asset etc.,
The alert banner pattern can be useful for this.
docs.appian.com/.../alert-banners.html
What about using a record action there?
Is there any other option?
Ok, but how can I use it with button click?
The old stand-by option is to have the "export to excel" button submit the form, route to the correct process flow via an XOR gateway, and take the user to a separate User Input Task with the simple Confirmation Message indicating that they should check their email shortly for the exported Excel. From there they would only have the option to click an "OK" button (for example), which would route them back to the original form. While they're on that confirmation form, a separate process flow would already be handling the excel export and email.
ETA: this would look something like the following sketch: