Actions

Overview of all the form actions

Action	Cancels follow up actions	Notes
Values and validation
Set field property	x	Sets a property for a field
Set field value	x	Sets the value of a field, this can be the value of another field
Validate field value	x	This triggers the validation of a fields value
Refresh	x	This reloads linked field data
Set selectable option	x	This enabled a list/tree/state item
Set non selectable option	x	This disables a list/tree/state item
Manage attachments	x	This opens the attachment popup
Form messages
Save form	x	Saves the current form
Save and return	✓	If save is cancelled follow up actions are executed
Save and new	✓	If save is cancelled follow up actions are executed
Save and copy	✓	If save is cancelled follow up actions are executed
Copy form	✓	If unsaved changes notification is acknowledged follow up actions are executed
Delete form	✓	If delete is cancelled follow up actions are executed
Subform messages
Open subform	✓	This opens a specific subform
Add subform	✓	This start the process of adding a new subform
Create subforms	x	This creates multiple subforms
Form modification
Open definition	✓	This opens a form overview, stops when get executed succesfully
Create form for definition	✓	This creates a new form, stops when get executed succesfully
Edit form for definition	✓	This edits an existing form, stops when get executed succesfully
Copies form for definition	✓	This creates a copy of an existing form, stops when get executed succesfully
Perform subform navigation	✓	This navigates to another subform, stops when get executed succesfully
Navigation
Show dashboard	✓	This opens a dashboard, stops when get executed succesfully
Back	✓	Back to the previous screen
Show chat	x	This opens the chat popup
Hide chat	x	This closes the chat popup
Show workflow overview	✓	This shows the workflow overview
Show timeline	x	This open the timeline popup
Show settings	x	This opens the settings popup
Go to website	✓*	This opens a browser tab (Only desktip stopts execution)
Compose mail	x	This opens the default mail client
Navigate	✓*	This opens the default navigation app (Only desktip stopts execution)
Scanning
Trigger main scan	x	This enables the main scanning feature
Exports
Export form to PDF	x	This exports the currect form to a PDF
Logic
Trigger action flow	x	This triggers the execution of a action flow
Execute dataflow	x	This triggers the execution of a dataflow
AI (Beta)
Extract data from source	✓	This enables the user to get data from a text of image, stops when gets executed succesfully
Analyze image	✓	This allows the user to describe an image, stops when gets executed succesfully
Task AI	✓	This enables the user to let AI perform tasks (summarize, translate, etc), stops when gets executed succesfully
Extract subform data from source	✓	This enables the user to get subforms based on a source data, stops when gets executed succesfully