Action Button: Confirmation Dialog

Overview

The Confirmation Dialog adds a confirmation step before an action button is processed. It helps prevent accidental approvals, rejections, or other workflow actions.

You can customize the message, request a comment, show key record fields, and control when the dialog appears.

Note: Configure the dialog separately for each action button that needs confirmation.

Before You Begin

Make sure you have:

• Access to edit the app and its workflow
• An existing action button in a sequential or parallel stage
• The confirmation text and any fields you want users to review

Configuration Reference

Use only the options needed for the action button.

Field	Description
Confirmation Dialog	Turn the confirmation popup on for the selected action button.
Dialog Title	The heading shown in the popup, such as Approval Confirmation or Rejection Confirmation.
Dialog Description	A short message explaining the action the user is about to confirm.
Add comment field	Adds a comment box. Submitted comments are saved to the record’s audit history.
Make comment field required	Requires a comment before submission and allows a custom validation message.
Confirmation Dialog Fields	Displays record fields in the popup for review.
Dialog Conditional Visibility	Shows the popup only when the configured record conditions are met.

Enable and Configure the Dialog

Open the action button in the Workflow Builder, then complete the steps below.

• Open the Dialog tab in the button properties panel.

• Turn on Confirmation Dialog. The available settings will appear.
• Enter a clear Dialog Title and Dialog Description for the action.

• Optional: turn on Add comment field. Turn on “Make comment field required” if a response must be entered.

• Optional: add up Confirmation Dialog Fields for the user to review.
• Optional: turn on Dialog Conditional Visibility and define when the popup should appear.

Important: If the visibility conditions are not met, the button action runs without showing the confirmation dialog.

• Save the button settings and test the action before publishing the workflow.

What Users See

When the button is selected, the popup displays the configured message and review fields. If enabled, the user must also enter the required comment before selecting Submit.

“Reject” processes the action. Cancel closes the popup without changing the record.