Starting a Workflow with the Interact Trigger
Trigger Selection: Create a new workflow and select the Torq Interact Trigger.
Build Your Interaction: Once the workflow is created, open the Interact trigger and drag and drop your desired elements.
Add More to the Flow: Add another Interaction to the Interaction Flow from the operators’ menu and select to assign it to the existing interaction flow. The new Interaction will follow the previous trigger on the webpage or task created. You can also add a new Interaction to the specific Interaction Flow with the button that appears upon clicking the step or the trigger.
You can view the email of the user who submitted the Interact form by accessing {{ $.metadata.user_email }} within the workflow.
Starting an Interaction Flow Inside a Workflow
A new Interaction Flow can start at any point within a workflow. When an Interaction Flow does not originate from a trigger, you can select whether the Flow will display as a webpage or a Cases Task.
Drag and Drop: Drag the Interaction operator from the operator’s panel to the proper location on the canvas.
Settings:
Give the Interaction Flow a relevant name.
In Interaction Flow settings, select if this Interaction Flow is a case task or a web page and change the access as needed.
Click Save to retain changes.
Link: Every Interaction Flow that begins in the middle of a workflow and is not meant for a case has a URL that can be sent to the end user by a chatbot or email.
Changing the Interaction’s Assignment to a Different Interaction Flow
Switch which Interaction Flow an Interaction belongs to by clicking on the operator in the workflow and then Interaction Flow > Change. From there, you can select either New Interaction Flow to create a new flow that begins with that Interaction or Existing Interaction Flow to add that Interaction to an already existing Interaction Flow within the workflow. This can also be done from within the Interaction Flow's settings.
