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action [2016/06/08 16:45]
action [2016/09/14 14:19] (current)
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 +====== 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]]
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