5 - Action Settings

Each wizard can have multiple actions. Each action has its own settings.

Screenshot 2022-12-06 at 08.52.10

Add, remove and re-arrange

You can add, remove and re-arrange actions using the controls below “Actions”. The text in (brackets) is the action id (e.g. “action_1”). You may need to know that for some Conditional fields.

Screenshot 2022-12-06 at 08.53.17

Type

Create Topic

This creates a new topic with given inputs. A title and post must be present for the action to be performed.

  • Title. Conditional field with alternatives.

  • Post. You can either select a wizard field to take the user’s input in that field as the post, or use the "Post Builder.

  • Category. Conditional field with alternatives.

  • Tags. Conditional field with alternatives.

  • Visible. Conditional field with alternatives. This controls whether a topic is hidden or not.

  • Advanced. Please use these with care

    • Custom. A map input that will add custom fields to the created topic or post.

    • Redirect. If checked, the user will not be automatically redirected to the created topic when the wizard completes.

Send Message

This creates a new private message topic with given inputs. A title, post and recipient must be present for the action to be performed.

  • Title. Conditional field with alternatives.

  • Post. You can either select a wizard field to take the user’s input in that field as the post, or use the "Post Builder.

  • Recipient. Conditional field with alternatives.

  • Advanced. Please use these with care

    • Custom. A map input that will add custom fields to the created topic or post.

    • Redirect. If checked, the user will not be automatically redirected to the created message when the wizard completes

Open Composer

This opens a composer with the given inputs. The inputs are the same as “Create Topic”, however Custom Fields and Redirect are not supported. If you are using this action with other actions that redirect the user on wizard completion, it needs to be the last action for its redirect to take precedence (see further “Run After” below)

Please note that this action is not suitable if the “body” field of the topic will be very long or complex. The body will be encoded into a url, a mechanism that does not work well with complex content.

Update Profile

This updates the user’s profile using text inputs or wizard fields. Specific inputs are required for specific fields:

  • Avatar: Upload field
  • Bio Raw: Text type field, selection or input
  • Card Background: Upload field
  • Date of Birth: Text type field, selection or input and must be a valid date.
  • Locale: Text type field, selection or input and must be a supported locale.
  • Location: Text type field, selection or input
  • Name: Text type field, selection or input
  • Profile Background: Upload field
  • Website: Text type field, selection or input
  • Email Level: Integer: 0-2 (inclusive)
  • Email Messages Level: Integer: 0-2 (inclusive)
  • Email Digests: Boolean

Advanced. Please use these with care

  • Custom. A map input that will add custom fields to the user. Enter the custom field name as the key.

Add to Group

Conditional field that adds the user to group(s).

Route To

Routes the user to the specified url. Requires an absolute url (with a protocol).

Watch Categories

Will set up a user’s Notification Level for a set of Categories. You can choose to expose a Category field for the pick list, determine the Notification Level applied for those that are chosen, and also choose to Mute the remaining, unpicked Categories or not. You can set this to a predetermined number or expose this as a Checkbox field choice to the user. An example setup below:

Screenshot 2022-12-06 at 08.55.18

Watch Tags

Works the same way as Watch Categories, but for tags.

Run After

Determines when the action will run. Unless there is a specific goal, you should run the action on wizard completion. For actions set to run on the same step or on wizard completion, the order of actions is the order the actions appear in the action list below “Actions”.

If there are multiple actions with automatic redirects, the last action with an automatic redirect will determine where the user is redirected to after the wizard completes. All other aspects of the other actions will be performed as normal (just without the redirect).

How would I create group dropdown where you choose a singular group to join?

A post was merged into an existing topic: Field Interpolation

@Angus, is there a way to use CWP produce a Topic which includes images and/or links?

I’ve tried an upload field, but can’t insert that into a Post Builder (just get code). I’ve tried composer fields, but can’t add images or links.

I’ve also tried a composer action, but that seems a bit glitched (doesn’t display all my content / fields - see https://healthforum.nz/w/images-in-post for a demonstration). And it means that I have to allow the user write access to the category, which I don’t want to do.

My use-case / situation is making structured clinical case reports; this is very similar to making bug reports and the like here on thepavillion.io

Yes, you can add both images and links. This is more of an “Interpolation” question, i.e. how to interpolate the input data into the post builder.

Adding an image is explained as an Example here: https://discourse.pluginmanager.org/t/field-interpolation/232#example-2.

Adding a link can be handled by:

  1. Add a url field (input)

  2. Interpolate the url into the markup like so: ![text](w{step_1_field_1})

Ah, so that is what Interpolation is, eh? I wondered what you were on about before. Sorted after some fiddling with the sentax a bit. Thank you!

Is it possible to select multiple groups in a field ? Or use something like a loop ?

Neither’s possible yet unfortunately

Is it possible to use the address subfield of a location field in the post builder ?
I can use w{step_1_field_1} resulting in

{« street »=>« xxx », « city »=>« xxx », « geo_location »=>{« lat »=>« 11 », « lon »=>« 12 », « address »=>« xxx », « countrycode »=>« xx », « city »=>« Verrières-le-Buisson », « state »=>« xxx », « country »=>« xxx », « postalcode »=>« xxx », « boundingbox »=>[« 13 », « 14 », « 15 », « 16 »], « type »=>« house », « selected »=>« true », « zoomTo »=>« true »}}

but w{step_1_field_1.address} display nothing.

address is a property of geo_location. Try w{step_1_field_1.geo_location.address}.

Thank you it works. :ok_hand:

I am trying to create a topic with a location. The topic is created and the location is defined on the first message but the location does not appears on the category map.

Did I miss something?

What I have done so far :

  1. Creation of a location field named step_1_field_1.
  2. Creation of a Create Topic action named action_1.
  3. In action_1 mapping the custom field location to step_1_field_1.
    custom-field

Note: Editing and saving the topic message will make the location visible on the map.

Hi!

I’d like the wizard to create two topics:

  1. one for everyone with only public data (let’s say field 1 and 2);
  2. one for the manager team with all the data.

I would also like topic number two to contain a link to topic number one, so it will be easy to navigate from the private topic to the public one, and manager will also be able to follow the retrolink.

Is it somehow possible for the wizard to provide the created topic URL, and pass it as a variable to an other Create Topic action ?

Thanks in advance.

@angus

What does the “Visible” setting do within the Action settings?
I could not find anything about that in the documentation.

Screenshot 2021-01-22 at 14.22.46

It determines whether the topic is hidden or visible when it is posted. A “hidden” topic is not included in topic lists and is identified with the eye-slash icon.

If you don’t use this setting, the topic will be visible by default.

3 posts were split to a new topic: Category is not working in Open Composer action

Hey there,

Is there any documentation on the Send to API action ?

I managed to send the content of my wizard’s fields to my API, however I can’t find how to handle errors. Right now if my users post something wrong in the input fields (ie wrong date), my API will catch the error and do nothing with it. I see it in the API logs, but the user doesn’t see anything.

I’d like to know if there is a way to return the error to the wizard to let the user know something was wrong with his input.

Thanks

Do you think it is possible to assign multiples “wizard fields” to Tags ? :thinking:

For example, If I want to include both “step_1_field_1” and “step_2_field_2” to Topic’s Tags.

or

If I want to select a Tags for post created by wizard and at the same time include the Tags select by user in “step_1_field_1” ? . :grinning:

Hi @angus, big fan of your work.

I’m trying out this plugin, and I want to add a Create Topic action where the Category is set to the category from which the wizard was opened. I just want to confirm that this is currently not handled by the plugin, before I try my hand at customizing it for my needs. (thinking about passing the category_id through the /w/ route.)

Thanks loads for this cool plugin.

What does the new Visible setting do on Topic and Message creation?

My use-case is trying to have an automated posting of an introduction (which is also their bio), but only for those who consent to it.

I think that the only way I can achieve this is by routing the consenting folk to a different Wizard to handle it. But I could potentially keep it as one if I conditionally am able to hide it. Or there might be a much easier way to do it.