How to create and work with Actions

• To create an Action, click the button (+). This button will be visible where it is possible to add an Action.

• Users can choose the Action options in the burger menu icon (see the picture below):

• It displays the burger menu options:

The options on the burger menu are:

• Move the placement position of an Action up.

• Move the placement position of an Action down.

• Make a copy of the Action.

• Disable the Action.

• To change the position of an Action, drag it towards the required location, and the UI will display the area the Action may be dropped (in a gray shaded area with the text “move here”) as shown in the image below.

• To expand or collapse a Container type Action, click the arrow in the top right corner (see the image below).

• To delete an Action, click the ‘(x)’ button in the top right corner (see the image below).

• To select the type of Action required from a list of Actions, click Select Action. (see the image below).

• Users can select Basic Type Actions which may require the user to point to some variables to pass in values and to store the results back into a variable.

• Container Type Actions include Condition action, Group action, Traverse Entity, an, Traverse List.

• Container Type Actions have three tabs: Criteria, Code, and Variables.

• Criteria tab: This tab exists in the Condition action. This is where the user can add and configure one or more Criteria bars.

• To work with Criteria bars, users should note:

  • The Criteria bar examines the source field value type.

  • The Criteria bar displays a set of criteria operators suitable for the source field value type. For example, a DateTime value type would have criteria operators suitable for datetime such as “is today”.

  • A Criteria bar may display another value field depending on the selected criteria operator so comparisons between the two value fields can be performed.

  • The Criteria bar results in a True or False value.

  • Criteria bars can be grouped in an AND group or an OR group.

  • User can switch between AND and OR by selecting the outer border containing the text AND or the OR.

  • The AND condition becomes true if all the condition criteria are valid/true. The OR condition becomes true if any criteria are valid/true.

• Code tab: this is where the user can add actions within the selected action. For the “Condition action”, based on the result of the Criteria, the Actions in the “On True” or “On False” sections under the Code tab of the “Condition action” are executed.

• Variables tab: this is where the user can add variables to be used in the Actions. Click here for more detail on Variables.