This guide shows you how to configure an action within an automation flow to automatically assign a Card to a user when the action is triggered.
Procedure
1. In the action configuration section, look for the section titled Card.
2. Under the label Operation, select the option Add.
3. Under the label Select Card, choose the specific Card you want to assign to the user.
4. Under the label Card Duration, choose how to define the Card's expiration. You have four options:
Duration Options
A. Default
Select this option to use the default duration set when you created the Card. No further configuration is required.
B. Unlimited
Select this option if the Card should never expire. No further configuration is required.
C. Custom
Select this option to set a precise duration starting from when the action is executed:
a. Under the label Expires after, enter a numeric value (for example, 1, 7, 30).
b. Select the time unit from the dropdown menu next to it (for example, Days, Weeks, Months, or Years).
D. Set
Select this option to set a fixed expiration date and time:
a. Under the label Expiration Date, enter or select the exact date and time when the Card should expire.
5. Once you have completed the configuration, make sure to save the action (the save button is usually located at the bottom or top of the automation editing screen).
