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Understand the different types of Screens.
Use the Conversational-type Screen, part of the Conversational Form package, to design functional rule-based modern chat style experiences. When a Conversational-type Screen renders, that Screen displays as a streaming interactive chat box from which the Request participant interacts with the automated chat. See What is a Conversational Screen? for more information regarding how Conversational-type Screens function.
The Conversational type provides the following controls in Screen Builder:
Use the Display-type Screen to display information or allow Request participants to download files. The Display type has limited functionality compared the Form type, but dashboards and Request participant Welcome Screens use Display-type Screens to display key performance indicators (KPIs) and commonly used information for specific business stakeholders in your organization. The Display type provides the following controls in Screen Builder:
Do not use a Screen type other than the Email type when using the Send Email connector. Otherwise, you will not be able to reference any Screens from the Email control in Process Modeler to specify which Screen to use for the email body content.
Use the Form-type Screen to design interactive and complex multi-page forms. Below are a few ways that Request participants might interact with a digital form:
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