Module Builder: Workflow Settings

Overview

The Module Builder: Workflow Settings are module-specific settings that let you control how navigation impacts the modules in your workflow. You can pick which components trigger when your end-user End-users, also known as Express Users, are the individuals accessing an application through Express View. In most cases, end-users are the customers using the product. moves from one module to the next. Use this feature to trigger logic components, like Initializer and Decisions components, when:

• Your end-user clicks the Next button.
• Unqork validates submission data Also known as Record Data. Submission data consists of information saved by Unqork components. View submission data by using the angular command, or in Record Collections..
• Workflow saves on navigation.

For example, let's say you want submission IDs saved to an external database when your end-user submits data. You could configure a Plug-In component that sends the submission IDs to the external database. Then, you could set that Plug-In component to trigger when your workflow saves on navigation.

What You'll Learn

In this article, you'll learn how to access the Module Builder: Workflow Settings, display validation errors when new submissions open, and set triggers in your workflow's modules.

Accessing the Module Builder: Workflow Settings

Once you're ready to set up triggers in one of your workflow's modules, access the Workflow Settings in the Module Builder.

The following instructions assume you have a workflow with connected modules.

To access the Workflow Settings in the Module Builder:

1.

Open a module connected to your workflow in the Module Builder.

2.

Click the ··· (ellipsis) button.

3.

Select Workflow Settings.

Enabling the Validate on Opening Submission Setting

Use the Validate on Opening Submission Setting toggle to determine when your module validates data. After enabling the setting in the modal, click Save.

Setting

Description

Validate on Opening Submission

When set to (ON), validation errors display when an end-user End-users, also known as Express Users, are the individuals accessing an application through Express View. In most cases, end-users are the customers using the product. arrives at the module. Before entering any information, red text displays next to the required fields to notify the end-user that they must complete these fields before proceeding. When set to (OFF), your module validates data when end-users click the workflow's Next button. If required information is missing, end-users are prompted to complete the fields before proceeding. By default, the Validate on Opening Submission toggle is set to (OFF).

Setting Up Workflow Triggers

These settings let you trigger logic components as an end-user navigates your workflow. They include the Calculator, Decisions, Initializer, Plug-In, and Data Workflow components. You can trigger any logic component in your workflow's modules. All available triggers are Post triggers. They trigger after an event occurs. For example, Post Save Trigger means the component triggers after an end-user presses Save and Exit.

Each trigger is a drop-down that lets you select logic components in your workflow's modules. After making your selections in the modal, click Save.

Setting	Description
Post Trigger	Select a logic component to trigger after the end-user clicks the workflow's Next button.
Post Validate Trigger	Select a logic component to trigger when module fields are valid.
Post Save Trigger	Select a logic component to trigger when module fields are valid, and the end-user clicks the workflow's Save and Exit button.