This example includes a simple âYesâ and âNoâ selection. The goal is to add this to a âDisplay Message on a Web Pageâ action to have a âdashboardâ page for the client to change options via the front end. Letâs say they select âYes,â then an automation runs something on the backend. Here is what I got so far:
In this scenario, if the client selects âYes,â then {{Result Here}} will change to something like âThank you for your selectionâ which will be added to a Multi-line field on the record. I want to set it up this way because it will be associated with each recordâs calculation field, giving me much flexibility.
So far, this does not work at all. The select element shows on the webpage but does not trigger anything.
Is this not possible with Tape? Are there any viable alternatives to achieve this?
@Luis - maybe you can help us understand the use case a bit more here. It isnât totally clear to me what youâre trying to accomplish.
Whenever we use a âdisplay a message on a web pageâ action, the purpose is to confirm action(s) already taken, not to prompt or require additional actions.
From how I see this, if the user is already in Tape to select the first yes/no optionâŚthen I would probably use something like the action to âCreate a Web Linkâ
and then post a comment that has two separate web link choices and the next step of the process occurs based on which of the two links they choose in the comment prompt presented to the user.
Iâm designing a Proposal app on Tape. I wanted to include a dynamic pricing table that allows the end user (via Web Page action) to select from a âRecommended Addons / Upsellsâ list of products/services.
As you can see, the core product/service cannot be edited, but the checkboxes under recommended addons / Upsells can be clicked to update the pricing table automatically.
My idea on Tape was to create a select element in a calculation field and call it from the webpage (via automation insert collected on tables). If the user selects âYesâ for the recommended add-ons/upsells, automation will change the line item/product price to reflect the selection.
I thought of a Yes/No selection via creating web links, but that wonât work on the proposal page I made, and additionally, the users will not be on Tape.
So far, creating a static invoice table with established prices and quantity is very easy, but I havenât figured out how to make a dynamic table on the front end.
Thatâs why Iâm wondering if that is even possible on Tape.
this is definitely an expert use case for the âDisplay Message on a Web Pageâ. Therefore I need my developer colleagues to check in detail if and how we can implement this.
What can definitely help to solve your use case is that you can add any number of display message actions in Tape in one automation and than display the informations depending on certain conditions.
In addition, you can select in the 3-dot menu whether the âDisplay messageâ should be displayed below, above or as a new page.
We will get back to you here as soon as we have analyzed the possibilities.
It didnât occur to me to use multiple âDisplay Messagesâ in the same automation. That opens so many new scenarios that I didnât even think of. Thanks so much for that!
As for the displayed options âAdd below, Add above, or new page,â what exactly does that do? I experimented with it but didnât see any difference.
You are welcome @Luis, we have implemented it so that you can implement a simple version of screen flows with multiple steps.
âAdd aboveâ and âAdd belowâ support this by keeping the existing message displayed and adding another message below or above it.
For your advanced use cases I am not sure if you need this.
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