Update Card

Reference documentation for using the Web Client Update Card action

Written By Support Channel

Last updated 8 months ago

Overview of the Update Card action

The Update Card action allows you to update an existing Adaptive Card that was previously sent to a user in 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.

Purpose

Updates an existing Adaptive Card based on the new card template and data provided

Parameters

1 Web Chat Instance
1 User Email
1 Card Template
1 Card to update
Card Data Values

Outputs

None

Understanding the Update Card action

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

Parmeters

Web Chat Instance - Select the Web Chat instance the card should be sent to

User Email - Enter the email address of the user who should receive the card. This must be a valid user within the selected Web chat instance.

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

Card To Update - The existing Show Card Action to update.

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

None

Working with the Update Card 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.

This action 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 action as it the update happens immediately.

Create and manage Update Card actions

Add an Update Card action

Add the action

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

Configure the action

Use the following steps to configure the action.

  1. Set values for the fields: Web Chat Instance; User Email; Card Template; Card To Update

  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 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.