Adding or editing steps Steps via modules Parallel steps are less commonly used than action steps and conditional steps. This route might be followed by a Failed screen, or a connector that connects to a Failed screen.Ī parallel step lets you run multiple branches of action steps at the same time.the Verification attempt did not go through Route 1 or Route 2). This route might be followed by a screen that asks the end user to retry, then a connector that connects the flow back to the start of the Government ID Verification module.it did not go through Route 1), and the number of Verification attempts is below an allowed number. Route 2: The Verification attempt did not pass (i.e.This route might be followed by another type of Verification, or by a Success screen.Route 1: The Verification attempt passed.The conditional step could have the following three routes that depend on the outcome of the Verification: You can place a conditional step in your Inquiry flow right after a Government ID Verification module. For example, if there are three routes, Route 1 is processed first, then Route 2, then Route 3. The logic for each route can be customized.Įach route is processed in order. This is what a conditional step looks like in the Flow Editor: RoutesĪ route is a branch of a conditional step. For example, you can use a conditional step to define multiple retries for a Verification, or to ask higher-risk individuals to go through an additional type of Verification. Update Fields on Inquiry from the Government ID VerificationĪ conditional step lets you express custom branching logic.Run an Government ID Verification using a specific Verification Template.To illustrate, here's an example of a simple action sequence that occurs in Persona's standard Government ID Verification module: Multiple actions in a row form an action sequence. You can define multiple action steps to run one after another. In the Flow Editor, an action step is represented as a square with a lightning bolt symbol: Action sequence For example, a step can run custom JavaScript code, or make an HTTPS request. For example, a step can update the fields of an Account. For example, a step can run a Selfie Verification. Reach out to us for help.Īn action step-as the name suggests-takes action. For example, you can drop in a Government ID Verification module that includes both screens and steps for that type of Verification. Steps are part of modules: The easiest way to add steps to your flow is by dropping in a prebuilt Flow module.Parallel steps enable multiple branches of action steps to run at the same time.Conditional steps express branching logic.Action steps take an action or series of actions.See this guide for an overview of all the building blocks. Steps are just one type of building block in an Inquiry flow. ![]() ![]() ![]() Steps define the logic and actions that occur between screens of an Inquiry flow.
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