Torq Interact

Use Torq Interact to send and create secure and interactive web pages that can collect data, log answers, provide information, and propel workflows forward according to the responses received. This can also be used in cases as tasks.

• Interaction - an operator or a trigger in a workflow representing a single web page/task configuration and the linear time (compared to other steps) it will be available during the workflow execution.
• Interaction Flow - a series of Interactions that are accessible from the same web page or cases task. Each Interaction flow represents an end-user journey of communication with Torq.

Preview the Interaction in the configuration pannel to ensure the apperance is as desired.

Interaction basics

1. Drag and drop elements into the Interaction configuration area in order to build your ideal Interaction content. Rearrange elements by dragging them into alternative orders. Each individual Interaction can contain as many elements as needed.
   
2. Each element can be copied or deleted by using the icons on the right-hand side of the element. To select multiple elements at once, hold down the Shift button. From there Cmd+C will copy, Cmd+V will paste, and Cmd+D will delete. The exception is the Headline element, which cannot be deleted or replicated. Elements can be copied and pasted across workflows and workspaces.
3. Each element has its own unique Context reference, which allows for easy access from other steps within the workflow. The default context reference is based upon the Text and will auto-change whenever the related text does. The context reference is editable as desired and cannot be empty.
4. Each element allows for a Description, where you can write clarifying information for the user. The description can remain empty if you wish.
5. Each element requires a Default value which is the initial value that an input will contain, provided before the user makes any changes. If the user does not make any changes, this is the value that will be returned to Torq.
6. You can change the element type from the Type dropdown menu. When the type is changed the description, text, and context reference remain the same, but any unique values that were created will not be saved.
7. Two types of elements are available within a Torq Interact form:
   1. Display Elements -
      1. Markdown an output element that allows for the presentation of text or any other markdown-generated content (images, links, etc.) to the user.
      2. Button presents a button that will navigate the user to the next Interaction Flow in the series. Customize the text on the button as you wish. Removing the button is only possible on the final Interaction Flow of the series and will effectively end the flow.
   2. User input elements are elements that allow the user to input data to be gathered by Torq. Input elements can be marked as required in order to ensure the user fills them in, or left unrequired if they are non-essential.
      1. Short text requests the user write in a short answer.
      2. Long text requests the user write in a long answer.
      3. JSON request that the user insert a JSON.
      4. File requests the user upload a file.
      5. Number requests the user return a number.
      6. Boolean requests the user toggle a true or false button.
      7. Single select requests the user select one option from a curated menu.
      8. Multi select requests the user to select multiple options from a curated menu.
8. To change the Interaction Flow settings, click on the top right corner Interaction Flow settings button on any Interaction Flow operator, or from the topbar over each step. From there you can:
   1. Control the user access for the specific Interaction Flow to either only Torq users or all SSO authorized users.
   2. Rename the Interaction Flow.
   3. Reassign the Interaction to a different Interaction Flow.
9. You can change the logo shown on the web page by going to your workspaces' general settings.

Starting a workflow with the Interact Trigger

1. Create a new workflow and select the Torq Interact Trigger.
   
2. Once the workflow is created, open the Interact trigger and drag and drop your desired elements.
3. 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.

Display only Interaction

To send an Interaction that will not request user submission, use the Markdown element alone, without any input or button elements. Inside an Interaction Flow, only the final Interaction can be display only.

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.

1. Drag the Interaction operator from the operator’s panel to the proper location on the canvas.
2. Give the Interaction Flow a relevant name.
3. In Interaction Flow settings, select if this Interaction Flow is a case task or a web page and change the access as needed.
   1. Click Save to retain changes.
4. 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.

Link to the Interaction Flow

To access an Interaction Flow's URL within another step, type $ to access autocomplete > interaction_flows_url and select the relevant Interaction Flow. ex: {{ $.interaction_flows_url.'My Interaction Flow' }}

Parallel Interaction Flows

Two Interactions from the same Interaction Flow cannot be run in parallel to one another.

A parallel loop will generate a dedicated Interaction Flow URL for each iteration of the loop during its execution. Since an Interaction Flow that is being executed in a parallel loop will create multiple URLs for similar Interactions and will be sent to multiple users or multiple cases, all Interactions related to the Interaction Flow must be contained within the loop.