====== Explanation of Actions ====== In WorkXpress, actions are the blocks that take the place of code in traditional development environments. ===== How to create actions ===== To create actions, bring up the [[Automation Layer]] on the [[Block Creator]]. {{:automationlayer:automationlayertoggle.png?direct|}} Then click on a yellow control point to bring up the [[Action Manager]] for that form or field. ^ Automation Control Point Close-up ^ Automation Layer Toggled for a Page and its Forms and Fields ^ |{{:automationlayer:automationlayercloseup.png?direct|}} |{{:automationlayer:automationlayerdisplayed.png?direct&500|}}| ===== Actions are Fired by Triggers ===== Read about the available [[Automation Trigger|Action Triggers]]. ===== List of Action Types ===== ==== Database Actions ==== * [[Action Type - Create Record|Create a Record]] * [[Action Type - Copy Record|Copy a Record]] * [[Action Type - Delete Records|Delete Records]] * [[Action Type - Import Records|Import Records]] * [[Action Type - Set Tenant|Set Tenant]] * [[Action Type - Create Relationships|Create Relationships]] * [[Action Type - Delete Relationships|Delete Relationships]] * [[Action Type - Set Field Value|Set Field Value]] * [[Action Type - Set Browser Cookie|Set a Browser Cookie]] * [[Action Type - Change User|Change User]] * [[Action Type - Decompress File|Decompress File]] * [[Action Type - Combine Files|Combine Files]] ==== Interface Actions ==== * [[Action Type - Open Page|Open Page]] * [[Action Type - Close Page|Close Page]] * [[Action Type - Reload Form|Reload Form]] * [[Action Type - Launch Flyout|Launch Flyout Menu]] * [[Action Type - Download a File|Download a File]] * [[Action Type - Logout|Logout]] * [[Action Type - Modify Class|Modify Class]] ==== Evaluated Field ==== * [[Action Type - Show Field|Show Field]] ==== Evaluations ==== * [[Action Type - Switch|Switch]] * [[Action Type - Record Change|Did records change?]] * [[Action Type - Record Exist|Do records exist?]] * [[Action Type - Record Operation|What operation is a record undergoing?]] * [[Action Type - Relationship Change|Did a Relationship Change?]] * [[Action Type - Relationship Exist|Does a Relationship Exist?]] * [[Action Type - Field Change|Did a Field Change?]] * [[Action Type - Field Exist|Does a Field/Expression Return a Value?]] * [[Action Type - Compare Strings|Compare Two Text Strings]] * [[Action Type - Compare Numbers|Compare Two Numeric Values]] * [[Action Type - Link Opener|What Link Opened the Page?]] * [[Action Type - Save Option|What Save Option Was Selected?]] * [[Action Type - Application Role|What Role Is the Application In?]] ==== Communications ==== * [[Action Type - Enterprise Service Bus|Enterprise Service Bus]] * [[Action Type - Emails|Send/Receive Emails]] * [[Action Type - SMS Messages|Send/Receive SMS Messages]] * [[Action Type - Report|Generate a Report]] * [[Action Type - Scan Local Network|Scan a Local Network]] * [[Action Type - IVR|IVR (Interactive Voice Response)]] ==== Logic Controls ==== * [[Action Type - Foreach Loops|Loops]] * [[Action Type - Queue and Schedule|Queue and Schedule Automation]] * [[Action Type - Run Function|Run a Function]] * [[Action Type - Lock|Lock]] * [[Action Type - Stop Import|Stop Import]] ==== Integrations ==== * [[Action Type - Web Service|Use a Web Service (SOAP or REST)]] * [[Action Type - DocuSign|Signing Documents With DocuSign]] * [[Action Type - Amazon FPS Payments|Use a Credit Card Gateway (Amazon FPS)]] * [[Action Type - Braintree Payments|Use a Credit Card Gateway (Braintree)]] * [[Action Type - Google Maps|Generate Maps and Directions]] * [[Action Type - Custom URLs|Generate Custom Static URLs]] * [[Action Type - Read Excel|Read an Excel File]] * [[Action Type - Read External Database|Read an External Database]] * [[Action Type - FTP Server|Integrate With an FTP Server]] * [[Action Type - Send Fax|Send a Fax]] * [[Action Type - Fax Barcode|Generate Incoming Fax Barcode]] * [[Action Type - Fill PDF|Fill PDF Form]] * [[Action Type - Split PDF|Split PDF into Pages]] * [[Action Type - WorkXpress API|WorkXpress API]] * [[Action Type - Push Custom Billing|Push Custom Billing]] * [[Action Type - Read XML File|Read XML File]] ==== Security Actions ==== * [[Action Type - Hide Form|Hide Form]] * [[Action Type - Set Modes|Set Modes]] ==== Validation ==== * [[Action Type - Show Error|Show Error]] ==== Default Values ==== * [[Action Type - Set Default Value|Set Default Value]] ==== API Authentication ==== * [[Action Type - WorkXpress API Key|WorkXpress API Key]] * [[Action Type - WorkXpress Manual Authentication|Manual]] ==== API Return ==== * [[Action Type - WorkXpress API Return Value|Return Value]]