- Introduction to WorkXpress
- Building Your Application
- Examples and Best Practices
- Technical Manual
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action type - record exist [2016/09/14 18:19] |
action type - record exist [2016/09/14 18:19] (current) |
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+ | ~~NOTOC~~ | ||
+ | ====== Do records exist? ====== | ||
+ | Build a [[Query Builder|query]] to find [[Record|records]]. When this action runs if the query finds a record the evaluation will pass. If it does not find a record the evaluation will fail. | ||
+ | ===== Explanation ===== | ||
+ | Evaluations have two [[Automation Trigger|automation triggers]] associated with them : Then and Else. Actions under the "Then" automation trigger execute when the evaluation passes, and actions under the "Else" automation execute when the evaluations fails. | ||
+ | {{ ::action_evaluation_drop.png?direct |}} | ||
+ | |||
+ | Record exists evaluations are used to execute a set of actions if certain records exist, and another set of actions if those records don't exist. | ||
+ | |||
+ | Example : Suppose an application allows Contacts to be imported, and once they are imported if any Contacts live in the state of Pennsylvania, a set of actions should execute. To accomplish this, the builder would first build the [[Action Type - Import Records|record import]] actions appropriately. After the record import actions are complete, they would then add a record exists evaluation, and query the Contact [[Table|table]] for all Contact records, filtering the state part of their [[Field Type - Address|Address field]] to be "PA". Under the "Then" section they could add the actions for when there are Contacts in "PA" and under the "Else" section actions for when there are no Contacts in "PA". | ||
+ | ===== Settings ===== | ||
+ | ==== Query records to evaluate ==== | ||
+ | When this action runs if the query finds a record the evaluation will pass. If it does not return a record the evaluation will fail. | ||
+ | |||
+ | {{ ::action_recordexists_query.png?direct |}} | ||
+ | |||
+ | ==== Describe this action ==== | ||
+ | Useful as a comment, this description will overwrite the automatically generated description in the [[Action Manager|Action Manager]]. | ||
+ | ==== Queue this action and children ==== | ||
+ | When an action is [[Action Queue|queued]], the subsequent actions continue to process without it. Meanwhile, the queued action and its children process separately. Queue actions that you don't want a user to wait for. |