📝 Overview
The "Request Action" operation is a manual operation that allows you to request input from a designated user.
Review the request details and enter the required information using the input form.
This action is useful when you want to include manual input as part of your workflow.
🛠️ How to Set Up
Enter the details of the information you want the assignee to provide.
You can also include outputs and attach files to the request.
Next, configure the input form as needed by clicking + Add form field.
The following input field types are available:
Text
Long answer text
List
Number
Date
Files
Dropdown (set options from retrieved values)
Dropdown
Checkboxes (set options from retrieved values)
Checkboxes
👥 Behavior by Assignee Type
Common Items
The following options are available depending on the assignee type:
Mark as Complete – Available to all assignees.
Stop workflow – Available to all assignees except external users.
Submit Form – Available to all assignees.
Workflow Initiator
The task request is sent to the user who started the workflow.
If the user who started the workflow does not have a Yoom account, the task request is sent to the creator of the workflow instead.
The task request also appears in My Tasks.
▼ Settings Screen
Specify a Specific Person in Charge
You can assign the task to a specific member in your workspace.
The task request will appear in My Tasks.
▼ Settings Screen
Specify Member by Email (Workspace Members Only)
You can assign a task to a workspace member by using an email address output.
For example, you can use the email address submitted through a Form Trigger to assign the task to the corresponding workspace member.
The task request will appear in My Tasks.
▼Settings Screen
Specify Anyone by Email (Includes External)
You can assign a task to an external user who is not a member of the workspace.
Please note that external users cannot access attached files.
The task request will not appear in My Tasks.
▼Settings Screen
💡 Advanced Usage
The "Request Action" operation allows you to add an input form to a manual task.
By using the same Output Name (field name) for a form field as an output from a previous step, you can overwrite the existing value with the assignee's input and pass the updated value to subsequent steps in the workflow.
📍 Example
Use an AI action to extract data from an attached invoice. The assignee then reviews the extracted information and makes any necessary corrections using the input form. Finally, the corrected data is used in a subsequent step, such as adding a new row to Google Sheets.
👉 How to Carry Over Retrieved Values Using Duplicate Field Names: Learn more.
☝️ Note
If the target workflow containing the Action Request is created in My Project and another user is assigned as the assignee, the task cannot be performed.
This is because My Project is a private project that is accessible only to you. Other users cannot access projects created there.
For this reason, we recommend creating workflows that use the Action Request in a shared project rather than in My Project.
That’s it!
You’ve now successfully set up a manual step to involve your team in your automated workflows. 🎉
📚 Related Guides
How to Carry Over Retrieved Values Using Duplicate Field Names - View Guide Here
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