Form Actions allow you to configure custom trigger-action directly within your form designer and dashboard designer. This will allow you to execute a series of activities when the action is triggered by the form or form controls. like when the form or page is loading or submitting, A button is clicked, or the value of one field control is changed.
A Form Action can be triggered by one of multiple controls followed by one or more steps.
Create new Actions
To create a new form action, click the Actions button at the top-right of your form/dashboard designer.
The Actions settings window will slide to the right. click "+ New action" button to create a new action:
Design Form Actions
You can click the down arrow after the action name to rename, duplicate or delete this action.
In the action design window, Click "+ Add a step" to add new steps. A step performs a task such as setting values to a variable. When the trigger fires and the subsequent steps are complete, the action is said to be executed.
There are many types of steps currently available:
Step Type
Step Type | Description |
Set the value of a variable if the execution conditions match. You can set values for a single variable or multiple variables. | |
Used to save user input data to a specific data list upon form submission. It automatically records the content of the form into the database for easier data management and query operations. | |
Used to retrieve data from existing data tables and perform specific actions based on the query results. | |
Automatically redirect users to fill out or view different forms within the same process or operation. | |
Open a custom page when a certain form triggers the action. | |
Start another workflow if the execution conditions match. | |
Configure and use the Print Page action for generating printable documents. | |
Call a web service or RESTful API if the execution conditions match. You can use GET, POST, PUT, or DELETE to send or retrieve data. | |
Run a custom code program if the execution conditions match. | |
Display a popup window to show a message, such as a warning, error, or confirmation message. | |
Submit the form by passing the submission type, such as form submission, task approval, task completion, or task rejection. | |
Allow you to trigger other predefined action steps within the current form process. This enables the form to automatically execute multiple actions after one action is completed or to dynamically trigger other preconfigured actions based on specific conditions. |
Note:
In addition to the common action step types mentioned above, the collection control also contains specific action step types. These step types can help you perform more flexible operations when working with collections.
For more information, refer to the article: Collection Actions for detailed information.
Please refer this article to learn how to use those steps:
You can insert new steps or change the orders of each step:
How to trigger the pre-defined Form Actions
Form Actions can be connected with form/page itself, or their controls.
To bind the actions to a page, go select Page Tab from the left settings panel, then expend the Action area. You can set to trigger actions when page's loading, when form is submitted.
To bind actions to a control, firstly select the control from the designer, then in the control's settings panel, go to Content tab and expend the Action area. Then, select the proper action from the dropdown list, or create a new action by clicking the "New action" button at the bottom of this dropdown list.
