创建自己的 Kaizala 操作Create your own Kaizala Actions

你可以通过 Kaizala 管理门户中的 "操作设计器" 界面设计自定义 Kaizala 操作。You can design a custom Kaizala Action through the Action Designer interface within the Kaizala management portal. 可通过构建 "开箱" 调查操作来完成此操作。This can be done by building on the out-of-the-box Survey Action.

下面介绍如何快速让您的员工随时创建自定义 Kaizala 操作。Here’s how to quickly get your workforce ready to create custom Kaizala Actions.

步骤 1-创建 Kaizala 操作Step 1 – Create a Kaizala Action

要创建新的 Kaizala 操作,请执行以下操作:To create a new Kaizala Action:

  1. 导航到左侧导航栏中的 " 操作 "。Navigate to Actions from the left navigation bar.
  2. 选择页面右上角的 " 新建操作 "。Select New Action from the top right of the page.
  3. 选择其中一个可用模板:Select one of the available templates:
    • 新表单 –使用此模板从组成员收集表单中的数据。New Form – Use this template to collect data in a form from your group members. 您的成员可以随时填写表单。Your members can fill out the form at any time.
    • 新调查 –使用此模板请求来自组成员的数据。New Survey – Use this template to request data from group members. 只需使用预填充的问题创建调查操作即可。Just create a Survey Action with pre-filled questions. 你可以按固定时间间隔通过应用发送该操作。You can send the Action via the app at regular intervals.
    • 反馈 -使用此模板收集来自组的任何类型的反馈。Feedback – Use this template to collect any type of feedback from a group.
    • 公告 -使用此模板可对组进行重要通知和共享更新。Announcement – Use this template to make key announcements and share updates to a group.
  4. 填写页面上的信息,然后单击或点击 " 下一步"。Fill out the information on the page, and then click or tap Next.
  5. 对于选定的模板,请输入下一节中所述的相关详细信息。For a selected template, enter the relevant details described in the following section.
MenuMenu 它的用途What it's for
操作名称Action name 这是用户在其 Kaizala 移动应用中看到的调查或投票的名称。This is the name of the survey or poll that users see in their Kaizala mobile app.
简要说明Brief description 这将在 Kaizala 应用的 "发现" 选项卡中显示给用户。This is shown to a user in the discover tab of the Kaizala app.
自定义图标Customize icon 选择 Kaizala 操作的图标。Choose the icon for your Kaizala Action.

调查和表单操作Survey and form actions

  1. 输入卡片标题。Enter a card title. 这将显示在行动的卡片视图上,在该操作发布后。This is shown on the card-view of the Action, after the action has been posted.
  2. 输入问题详细信息并选择答案类型。Enter the question details and choose your answer types. 可通过选择 " 添加更多问题" 来添加更多问题。You can add more questions by selecting Add More Questions. 您甚至可以选择在新页面上添加问题。You can even choose to add questions on a new page.
  3. 输入问题详细信息后,单击或点击 " 下一步"。After you have entered the question details, click or tap Next.
  4. 在下一页上,如果希望回应者查找以下内容,请点击复选框:On the next page, tap check boxes if you would want the respondents to find:
    • 操作简介页面 (用户将在其中找到有关操作的详细信息) Action introduction page (where users would find details about the Action)
    • "摘要" 页面 (用户在提交其答复之前可以查看其提交) Summary page (where users can review their submissions before submitting their responses)
    • 作为响应的一部分请求用户位置。Request for user's location as part of the response.
  5. 您可以进一步自定义响应视图、沉浸式视图和聊天视图。You can further customize the Response View, Immersive View, and Chat view.
  6. 完成后,单击或点击 " 提交"。After you are done, click or tap Submit. 用户现在将能够看到新操作的详细信息页面。Users will now be able to see the detail page of the new action. 此时,操作处于 "草稿" 状态。At this moment, the action is in draft state.
  7. 最后,发布操作。Finally, publish the action. 了解 发布过程Learn about the publishing process.

步骤 2-将 Kaizala 操作添加到组Step 2 – Add a Kaizala Action to a group

你可以将 Kaizala 操作发布到一个或多个组。You can publish a Kaizala Action to one or more groups. 执行此操作时,所有组成员都将在 Kaizala 移动应用的 " 发现 " 选项卡上看到该操作。When you do so, all the group members will see the Action on the Discover tab of the Kaizala mobile app. 操作仅对相关组的成员显示。The Action only appears to members of the relevant group. 如果组具有托管操作调色板,则操作将直接显示在组的操作选项板中。If a group has a managed Action palette, Actions will be visible directly in the group's Action palette.

要向组添加 Kaizala 操作,请执行以下操作:To add a Kaizala Action to a group:

  1. 从 " " 页面中选择组。Select the group from the Groups page.
  2. 导航到 " 操作 " 选项卡。单击或点击 " 添加操作"。Navigate to the Action tab. Click or tap Add Action.
  3. 选择要发布的操作。Select the action that you want to publish. 选择要为其发布操作的用户角色。Choose the user roles for which you would like the action to be published.
  4. 单击或点击 " 发布"。Click or tap Publish.

若要从组中删除 Kaizala 操作,请执行以下操作:To remove a Kaizala Action from a group:

  1. 从 " " 页面中选择要删除的组。Select the group to be removed from the Groups page.
  2. 导航到 " 操作 " 选项卡。查找要删除的操作。Navigate to the Action tab. Find the action that you want to remove.
  3. 单击 或点击  "更多" 图标的屏幕截图 ,然后单击或点击 " 删除"。Click or tap More Screenshot of More icon, and then click or tap Remove.