Explanation of Actions

In WorkXpress, actions are the blocks that take the place of code in traditional development environments.

To create actions, bring up the Automation Layer on the Block Creator.

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

Read about the available Action Triggers.

• Create a Record
• Copy a Record
• Delete Records
• Import Records
• Set Tenant
• Create Relationships
• Delete Relationships
• Set Field Value
• Set a Browser Cookie
• Change User
• Decompress File
• Combine Files

• Open Page
• Close Page
• Reload Form
• Launch Flyout Menu
• Download a File
• Logout
• Modify Class

• Show Field

• Switch
• Did records change?
• Do records exist?
• What operation is a record undergoing?
• Did a Relationship Change?
• Does a Relationship Exist?
• Did a Field Change?
• Does a Field/Expression Return a Value?
• Compare Two Text Strings
• Compare Two Numeric Values
• What Link Opened the Page?
• What Save Option Was Selected?
• What Role Is the Application In?

• Enterprise Service Bus
• Send/Receive Emails
• Send/Receive SMS Messages
• Generate a Report
• Scan a Local Network
• IVR (Interactive Voice Response)

• Loops
• Queue and Schedule Automation
• Run a Function
• Lock
• Stop Import

• Use a Web Service (SOAP or REST)
• Signing Documents With DocuSign
• Use a Credit Card Gateway (Amazon FPS)
• Use a Credit Card Gateway (Braintree)
• Generate Maps and Directions
• Generate Custom Static URLs
• Read an Excel File
• Read an External Database
• Integrate With an FTP Server
• Send a Fax
• Generate Incoming Fax Barcode
• Fill PDF Form
• Split PDF into Pages
• WorkXpress API
• Push Custom Billing
• Read XML File

• Hide Form
• Set Modes

• Show Error

• Set Default Value

• WorkXpress API Key
• Manual

• Return Value