Do you want to assign a dialogue to a specific Topic based on an answer to a question within a form? Good news- now you can!
How to create an Answer-based Workflow
- After selecting your form, click the pencil icon on the question to edit. Within the question, you will see multiple options below including a menu icon (3 dots).
- Click the menu icon and check the box next to "Show dialogue rules".
- Once checked, you will see a + icon for each answer option. Click on the plus sign to change the Topic.
- Select a Topic for each answer option and Save when complete.
Add Tags to Workflows
You can now trigger a Workflow that will add Tags to a Dialogue if an answer option is selected within a Form. Tags can be added to Checkbox, Multiple Choice, and Drop-down questions.
To add Tags, click the pencil icon near the questions to open the editing options.
- Click on the three-dot menu in the bottom right corner of the question box and select "Show Dialogue rules". You will see checkboxes populate to the right of each answer option.
- Check the box you would like to add a Tag to and a pop-up window will appear. From here, choose the Tag name from the drop-down menu.
- Be sure to click Save within the Tag box and also Save within the overall Form.
Tips:
- You can select multiple Tags from the list.
- To remove or add more Tags, check the box again and deselect/select the Tag names.