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Workflow Activities

Last updated Dec 20, 2024

Managing callouts

The Callout Designer ribbon has the following options:



  • Save - Saves the callout you designed.
  • Save As Template - Enables you to export the callout you designed as a template that can be reused in future automation processes.
  • Insert Template - Lets you browse for existing callout templates and adds them to the current project.
  • Clear Callout - Deletes all components in the current callout.
  • Preview - Enters a preview mode that shows you how the callout looks like at runtime. This section also enables you to resize the display size of the callout, or select a premade theme.

Customizing themes

To customize a premade theme to your preference:

  1. In the Preview mode, navigate to the Themes panel.
  2. Select a premade theme.
  3. Click Customize Current Theme.
  4. Customize the callout and the primary button using the available options.
  5. Click Save Customization.

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