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automation trigger - when form saves before [2016/09/14 18:19]
automation trigger - when form saves before [2016/09/14 18:19] (current)
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 +====== When Form Saves (Before) ======
 +**When form saves (before)** is an [[Automation Trigger|automation trigger]] on [[Form|forms]] that gets triggered after form validation, during the form save, before any nested forms or fields save. [[Action|Actions]] placed on this trigger control the Save Actions for the form.
 +===== Accessing Save Options =====
 +|< 100% 60% 40% >|
 +| {{:​formsavetriggerbefore.png?​direct&​300|}} |When you bring up the [[Action Manager]] for a [[Form|form]],​ the you have access to the Save options. Each form has two trigger drop points represented by the blue lines in the image. Actions dropped on the top trigger drop point get triggered during the form save, before any nested forms or fields save. |
 +
 +===== Available Actions =====
 +
 + ==== Database Actions ====
 +
 +  * [[Action Type - Create Record|Create a Record]]
 +  * [[Action Type - Delete Records|Delete Records]]
 +  * [[Action Type - Import Records|Import Records]]
 +  * [[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]]
 +
 +==== 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]]
 +
 +==== Evaluations ====
 +
 +  * [[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 - 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]]
 +
 +==== Logic Controls ====
 +
 +  * [[Action Type - Foreach Loops|Loops]]
 +  * [[Action Type - Queue and Schedule|Queue and Schedule Automation]]
 +  * [[Action Type - Run Function|Run a Function]]
 +
 +==== Integrations ====
 +
 +  * [[Action Type - Web Service|Use a Web Service]]
 +  * [[Action Type - DocuSign|Signing Documents With DocuSign]]
 +  * [[Action Type - Amazon FPS Payments|Use a Credit Card Gateway (Amazon FPS)]]
 +  * [[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]]
 +
  
automation trigger - when form saves before.txt ยท Last modified: 2016/09/14 18:19 (external edit)
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