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A Card step sends a lightweight, interactive card that supports real-time interaction and multi-user collaboration when the workflow reaches this step. Two card types are available: interactive cards and pinned chat cards. Card steps typically appear in pairs — a Send Card step and an Update Card step. This article explains how to add a Card step to a workflow.

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What Is a Card Step

The Card step is one of the indicators that an app has enabled the Cool App. A YiDA interactive card is a lightweight, real-time, multi-user collaborative, and data-driven card. It lets the system automatically send interactive cards through workflows. When users click buttons on the card, the card triggers different business shortcuts based on pre-configured action logic. This applies to common collaboration scenarios such as work order alerts and project risk control. Interactive card Pinned card

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Use the Card Step

Before using a Card step to send a Cool Card in a workflow, you must first publish the app to the custom Cool App Center and enable the Cool App in at least one chat. For details, see Cool App.
This article uses the maintenance request form template as an example to show how to send a Cool Card to a chat.
  1. Sign in to the YiDA workbench. Select the target app and go to the integration & automation page.
  2. Select the integration & automation flow you created, and click Edit.
  3. Move the cursor to the connecting line between Steps. When the + button appears, click + and select Card step > Send Card.
1

Select the Send Card step. In the configuration panel on the right, select Official Template > Pinned Card > Work Order Kanban, and click Use

2

Below the card selection area, click Open Card Preview

3

Set Submitter to the workflow's Applicant, set Product Name to Printer, and set Work Order Type to Install

4

Configure the card action to Open In-App Page via Sidebar. Set the page to open as the Maintenance Request Details page

5

Step 5

Set the card Sending Scope to any Chat with Cool App enabled, set Chat Visibility to Visible to All, and set the Pinned Chat Card Validity Period to 1 hour.
6

Set the Card Sending Rule to Update Existing Card when the value of Specific Content is the same. Set DingTalk Chat List Prompt to Work Order Kanban

7

After the Send Card step, add an Assignee step and set Assignee to Applicant

Once added, click Publish Workflow.
  1. Access the app and submit a data record.
  2. Open the configured notification chat to verify that the pinned card was sent successfully.
As shown in the image below, the card has been sent successfully.
  • Cool App design guide
  • Cool Card design
  • Introduction to the card editor