Hi all,
I'm trying to build a user experience with modals where a user makes selections in two steps. I need help figuring out the best way to structure this interaction using Workato. Here's what I'm trying to achieve:
Step 1: First Modal – Choose Outcomes
The first modal should present 6 outcome options. The user can select up to 3 of them. It should look like this:
Example selection: User picks Outcome 1, Outcome 4, and Outcome 5.
Step 2: Second Modal
After the first modal, a second modal should open. This one displays the selected outcomes from step 1, and for each of them, a list of associated use cases (max 3 selectable per outcome).
So if the user selected Outcome 1, Outcome 4, Outcome 5
The second modal should look like this image:
1 ACCEPTED SOLUTION
Hi @jarh15 ,
To the best of my knowledge, you can achieve this in two ways:
- When You Have a Condition to Select a Maximum of 3 (Simpler Approach):
- In this scenario, after getting multiple selections from the first modal, you can call a second modal with 3 multi-select blocks, as shown in the screenshot below.
- Simply create a dynamic menu recipe to get the use cases by passing outcomes as parameters.
- If you select two values in the first modal, only two will be displayed in the second modal.
When the User Can Select More Than 3 Outcomes:
- In this case, you can use a Slackbot custom action and a Python script to generate the payload dynamically.
- You need to create a view_summission trigger to get the selected values in from the second modal create from custom slack api call.
- I have tested this approach, and it works well.
Do let us know if you find better solution to share with the community.
