Use a Display Page step in a ReadiNow Process when you want to show a form or record to a user—for viewing, editing, or data input—without automatically creating or updating a record.
Display Page Properties
| Property | Description |
|---|---|
Name | The name of the block that will appear on the process builder screen. |
Description | Helpful description as to what is the purpose of the step. |
Run Condition | The condition by which the Step will run. For example if a button named ‘Approve’ was clicked in from a different block then the step will be run. |
Configuration | |
Page Type | Choose between displaying the page in a Long form or a Multistep form. |
Page | Select the form page to present to the user. |
Select open form mode |
|
Step Inputs | |
Entity Resource (page name) |
In other words, Entity Resource links the step input to a valid object instance that the page will work with at runtime, aligning it with the process context and data structure. |
Assign task | |
Step assigned to Person | The person to whom the Step is assigned. If no value is specified then ownership of the step goes to the initiating person (who started the process). |
Step status | |
Initial Status | Sets the status value at the start of the step. As the step progresses and is executed then the next status to be adopted will be from the “Status” property below. |
Action buttons | |
Button text | Defines the label that appears on an action button to be displayed during that step. |
Button style |
|
Status | Set the status value after the step is completed. |
Action Dialog | A modal form that appears when a configured action button is clicked in the Process Runner. It can be of two types: Information or Confirmation. |
Action Dialog Properties
Action Dialogs are configured within the Step Action properties in the Process Builder. You can select the dialog type, style (e.g., Default, Info, Success, Warning, Danger), and other properties like button text and inputs. When configured, these dialogs help guide user interaction and ensure confirmation before performing critical actions.
Below: The configuration screen of an Action Dialog
Below: Action Dialog screen result when run by the user
| Property | Description |
|---|---|
Type |
|
Style | Choose between Default, Danger, Warning, Success or Info to show a relevant icon for the style. |
Title | The title you want to appear at the top of the dialog box/screen |
Text expression | The full text that you want to show the users and explain what the purpose of the dialog box is or what to do next. |
Primary button text | The text here becomes the label on the primary button such as “Cancel”, “Complete”, “Decline” etc… |
Inputs | |
Name | The variable name |
Type | Select from a list of RN field types such as Multiline String, String, Date, Date/Time, Decimal, Number, Time, Yes/No, Choice Field, Choice Field List, Record, Record List. |
Mandatory | Indicate whether the field is mandatory for the user or not. |
Delete (icon) | Removes the field. |
+ New Input | Adds a new field. |
Note: The inputs section allows you to create variables of different data types and present them on the action dialog so that users can return back required information and user input.