Creating a Form Action
You can configure up to five Form Actionsto run automatically when a Form is submitted. Each action can update object or its reference, create new data records, update child records or its reference, or generate a PDF.
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Prerequisite
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You must ensure that required permissions are given for the fields configured in form action. End-users cannot open the form when the fields configured in form action do not have permission.
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To configure Form Actions:
1. Click New Action. The New Action window is displayed.
2. Provide the details for the fields as described in the following table.
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Field
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Description
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Fields marked with * are mandatory.
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Action Name*
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Enter a clear, unique name that identifies what the configuration does. For example, Update Work Order or its references.
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Take Action When*
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Specify when the configuration should run:
• No conditions required - Runs every time the form is submitted. Only one configuration per form can use this option.
• All conditions are met - Runs only when every defined condition evaluates to true. For more information, see All conditions are met.
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Add Condition
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Define one or more criteria that determine when the setup should execute.
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Action Type*
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Choose the operation to perform when the form is submitted:
• Update {Object} or its references - Modify fields on the source object or on referenced objects. For example:
◦ Update Work Order or its references
◦ Update Account or its references
• Create Form Data Records - Create new records based on submitted form data. For more information, see Creating Form Data Records.
• Update Child Lines or its references - Modify child records or their references. For more information, see Updating Related Records.
• Generate Document Template (PDF) - Generate a PDF document from a predefined template when the form is submitted. For more information, see Configuring Form Action Type PDF.
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Add Action Type
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Include another operation if multiple processes need to be triggered within the same configuration.
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