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- Click "Dialog" next to the App. Status Setup you want to add a Dialog to on the App. Status Setup page (or click the link on Step 4 from the "Adding a new App. Status Setup" guide)
- Click "Add"
- Step 1: "Basic"
- Choose which status to move the application from
- Choose which status to move the application to
- Choose the type of dialog
Yes/No Form confirms the user wants to proceed with a simple Yes/No. Collects no data.
Simple Form shows as a pop-up/modal dialog. It is limited to one step, but the fields are customizable. Data is collected and may be viewed from tabs on the view page.
- Choose and Set the Access Control List
- A person with Write access may:
- Use this dialog.
- A person with Read access may:
- View the data collected by this dialog, if the dialog collects data.
- A person with Delete access may:
- Delete the data collected by this dialog, if the dialog collects data. An option to delete will appear where the collected data is listed.
- A person with Write access may:
- Choose the Icon used by this dialog
- This Icon is what shows on the dashboard to initiate the dialog
- Enter the name of the dialog
- Step 2: "Type Options"
- Enter the text you want the person using the dialog to see
- ex. "Are you sure you want to...?"
- If "Simple Form" was chosen on Step 1 c, choose an App. Type to use in the dialog
- Enter the text you want the person using the dialog to see
- Step 3: "Notify Default?
- Choose whether or not you want default notifications to send for this status
- Yes: Will always send the default notification
- No: Will never send the default notification
- Inherit: Will send based on the current system setting in Administration
- Choose whether or not you want default notifications to send for this status
- Step 4: "Preview"
- This step allows you to view what this dialog (both the icon and the pop up after clicking) will look like from a user's perspective
- Click "Save & Exit"
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