Configuring actions buttons within a walkthrough step

Action buttons trigger workflows when clicked on by users. Use them to automatically deploy campaigns or remote actions directly in your Guides.

Adding Action buttons

To add an action button to a step from the Adopt Editor:

1. Open the Step properties and access the Appearance tab.

2. Enable one of the optional buttons.

3. Click the settings wheel on the enabled button.

4. Under Action type, select Launch workflow.

5. Select a workflow from the list. There is a search bar for ease of use.

6. Under Label, define a label for the action button.

7. Save your changes.

Limitations

Some limitations apply when linking a workflow to an action button:

For campaigns:

• The campaign can only contain a single-answer question.

• The Trigger method must be set to Workflow.

• Consider setting the Priority to Urgent and/or Mandatory to avoid delays. If not set, users may experience delays of up to 30 seconds.

For remote actions:

• The user cannot modify input parameters.

• The allow the user to enter a custom value setting must be disabled.

For workflows:

• The workflow must be enabled.

• The workflow cannot have input parameters.

• The Trigger method must be set to Manual.

• The workflow must target Users or Devices.