Skip to main content
Feedback

Modal steps

You can use modal steps to open content in a modal-type browser window.

Overview

Modal windows allow you to display content in a dialog box/popup window that is layered on top of the main flow page. The main page is still shown greyed out behind the modal window, but the flow user must interact with the modal window before they can progress through the flow.

For example, you could use a modal window to present a simple sign-up form to an email newsletter.

  • The step Title is shown as the title at the top of the modal window.

  • To add a Close "X" button to the top-right of the modal window, add and configure an outcome as a Back type from the What kind of action is this? drop-down menu.

Adding an outcome

Outcomes can be added to a modal step.

Adding message actions

Message actions can be added to a modal step.

Adding listeners to a step

Listeners can be added to a modal step.

Adding a navigation override

Navigation overrides can be added to a modal step.

Adding a wait

Set a period of time for the modal to ‘wait’ before the flow automatically continues along a specific outcome, if no action is taken on the modal during this period such as selecting another outcome.

For example, you could set up an approval process so that a modal proceeds automatically along an outcome if no approval action is taken in the configured wait time, such as escalating to an alternative approver.

To add a wait to a modal:

  1. Select Add Wait in the Waits section.

  2. Define the wait settings:

    Wait Type: Select the wait behaviour. To learn more about the different Wait Type settings, see Wait steps.

    Outcome: Select the outcome to proceed along once the wait is complete.

  3. Select Add.

  4. The wait is added to the modal.

    The wait starts when the modal is opened in a flow, and will refresh and proceed along the selected outcome unless a different outcome is triggered first. The wait will start every time that the flow modal is opened, in case the flow reuses the same modal step later in the flow.

Adding feedback to a step

Feedback can be added to a modal step.

Adding comments to a step

Comments can be added to a modal step.

On this Page