Define Properties for a Prompt

To define properties for a Prompt:

  1. Define general properties for the Prompt.
    OptionDescription
    NameProvide a display name for the Prompt. This name is displayed in the Token tree under the Prompts category.
    Prompt Provide the informational text that is displayed in the Prompt window when it pops up.
    Prompt Type Select one of these types:
    • Text: Requests text information from Users, who can type a word or phrase into the Prompt window.

      Select the Multiline check box to allow Users to enter more than one line of text in the Prompt window.

    • Number: Requests a numeric value from Users.
    • Date/Time: Requests a date and time from Users. Users can select date values from a calendar.
    • Logical: Requests Users to select True or False from a drop-down menu.
    • Date: Requests a date from Users. Users can select values from a calendar.
    • Time: Requests a time from Users.
    Default Values

    Select the Value option for the following default Prompt values:

    • Text: Provide a word or phrase to use as the default value.
    • Number: Provide a number or use the up/down arrows to increase or decrease the default number by whole numbers.
    • Date/Time: Select the Date Selector button to access the Calendar and select a default date. Then, select the time and type a default time (highlight the hour and type a number, and then highlight the seconds and type a number). You can also type the date into the field.
    • Logical: Select True or False as the default value.
    • Date: Select the Date Selector button to access the Calendar and select a default date. You can also type the date into the field.
    • Time: Provide a default time to the field or use the up/down arrows to increase or decrease the time (highlight the hour and type a number or use the up/down arrows, and then highlight the seconds and type a number or use the up/down arrows).

    Select the Expression radio button for the following default Prompt values:

    • Use the drop-down list to select an Expression.
    • Select the ellipsis button to open the Expression Manager.
    • Select the Custom Expression button to use a Custom Expression.
  2. Optionally, for Text Prompts, you can:
    • Define the Value List for Prompt.
    • Define Constraints.
    • Define List Display Options.
  3. Select the Re-prompt on Each Occurrence check box to re-prompt the User each time this Prompt is encountered.

    This option is for One-Step Actions, especially if a One-Step Action contains a Go To Action that returns to an Action that includes a Prompt. If this box is checked, the User is prompted each time the One-Step Action executes an Action (or returns to an Action) with the same Prompt. This option is not available for values listed from a collection.

  4. Select Save.
    The Prompt shows up in the Token tree under the Prompt category and can be used in other places where the Token tree is available.