User portal – Workflow actions

Modified on Mon, 13 Apr at 11:46 AM

In addition to events, new workflow actions are available as part of the user portal.

Action: Inbox message

The “Inbox message” action allows messages to be sent directly via the workflow.

Name	The name used for display within the workflow.
Determine recipient based on*	Initial submitter: The user who initially submitted the form. Latest submitter: The user who most recently submitted the form. Email: Enter a specific email address. Inbox ID: If the user is authenticated (e.g. via BundID), the message is sent to the corresponding inbox.
Alternative email address	If the user does not have an email address, the message will be sent to this address instead.
Sender name	Name of the sender.
Subject	Subject of the message.
Message content	Content of the message.
Allow reply	If enabled, the recipient can reply to the message.
Request file	If enabled, the recipient is prompted to upload a file.

Action: Conversation as PDF

This action allows the entire message history to be saved as a PDF document and further processed within the workflow. Typical use cases include “Save to file system” or “Transfer to a DMS (CMIS)”.

Name	The name used for display within the workflow.
Output file name	Name of the generated file.
Attach file to form record	If enabled, the file is attached to the process and is therefore also available, for example, in the caseworker inbox.

Action: Change chat state

This action activates or deactivates a conversation. If a conversation is deactivated, no further replies can be sent.

Name	The name used for display within the workflow.
Chat recipient	Initial submitter: The user who initially submitted the form. Latest submitter: The user who most recently submitted the form. Email: Enter a specific email address.
Close chat	Ends the conversation.
Open chat	Opens a conversation.