Confirmation Message Box

The Confirmation Message Box action is designed to display a customizable message box to the user, typically in workflows triggered by client-side actions like Custom Button. This action is particularly useful for gathering user confirmation or feedback before proceeding with the workflow.

Important Notes:

• This action can only be used on the client side.
• It is incompatible with server-side triggers such as At Scheduled Time or workflows that have the Run on server option enabled.

Configuration Options

Message Text

• A rich text box allows you to input any message to be displayed to the user.
• You can format the message, insert links, or customize it as needed to provide clear instructions or information.

Type of Message Window

• Use the Type of the message window dropdown to define the behavior and available actions for the user:
  • Yes / No: Offers the user a Yes/No choice (e.g., proceed or cancel the action).
  • OK: Displays a single confirmation button to acknowledge the message.
  • OK / Cancel: Provides the user with the option to confirm or cancel the action.

Example Use Case

• Scenario: You have a custom button that triggers a workflow to delete selected records. Before proceeding, you want to confirm the action with the user.
  • Add the Confirmation Message Box action.
  • Set the message text to: "Are you sure you want to delete these records? This action cannot be undone."
  • Choose the Yes / No option for the message type.
  • Based on the user’s choice, the workflow can continue or terminate.

This action ensures an additional layer of user interaction and decision-making, enhancing control and clarity in client-side workflows.