Overview of the Update Card Carousel action

The Update Card Carousel action allows you to modify/change the content or card in an existing carousel sent to Web Chat. This is particularly useful for reflecting changes in status, responding to user input, or dynamically modifying the card content based on workflow progress, without requiring a whole new carousel to be sent to the chat stream.

Understanding the Update Card Carousel action

The Update Card Carousel action modifies a card in a carousel that has already been shown to a user. To perform this update, the action needs the following:

Parameters

Web Chat Instance - Select the Web Chat instance where the card will be sent

User Email - Enter the email address for the user who should receive the carousel update. This must be a valid user for the selected chat instance.

Card Template - Choose the Adaptive Card template to be used. See Card Editor for information on card templates.

Card Carousel To Update - An existing Show Card Carousel action to update.

Card Index - The position of the card you want to update within the carousel, starting from 0. This means the first card is index 0, the second is 1 etc.

Card Data - Provide the data needed to populate dynamic elements of the card. These values map to the placeholders or data fields defined in your chosen card template. For example:

• Title: "Approval #1234"

• Status: "Pending”

Outputs

Card Index - The index of the card currently displayed in the web chat client

Working with Update Card Carousel action

The action doesn’t restrict you to using same card or values as the previous card: when updating a card, you may choose a different template with a new layout or content. The values you provide only need to match your chosen template, not the card template being replaced.

A Update Card Carousel is primarily used to modify card content or the card layout for a card that was previously sent to a card carousel. Instead of posting a new message, the original card is updated in place. There are no action outputs from the Update Card Carousel action as it the update happens immediately.

The Update Card Carousel applies to Carousels that have been displayed in chat. The staging carousel held off screen cannot be updated until it is published to the web chat.

Create and manage Update Card Carousel actions

Add an Update Card Carousel action

Use the following steps to add the action to your workflow.

Configure the action

Use the following steps to configure the action

1. Set values for the Web Client Instance, User Email, Card Template, Card Carousel To Update and Card Index.

2. Set Card Data values for fields generated from the card template, if present. Required fields must have values entered.

3. Click back in the main view to hide the slide-over.

Delete an Update Card Carousel action

Use the following steps to remove the action from your workflow.

Take care when deleting an action to also remove any logic using its outputs: workflow steps may function incorrectly or break if they attempt to evaluate an output of a deleted action.