Actions
Overview of all the form actions
Last updated
Overview of all the form actions
Last updated
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