Workflow actions are transitions between workflow states. To add a new action, click and drag the arrow icon in the upper right corner of the selected state.
Workflow Actions appear as action buttons on an App document (see Workflow Actions widget).
Action configuration:
Name - the technical name of the action displayed in the "Workflow Actions" widget. If a display name is not provided, the action's name will appear in the application.
Display name - the name of the action that will appear in the "Workflow Actions" widget.
Action visibility - you can choose if workflow action button is visible and when
Execution condition - condition specifying when an action can be executed by the user. Can be calculated with a formula, which returns value 'true' or 'false'.
Execution message – the information that will appear to the user after the action is completed.
Error message - text, which will appear as error, when execution condition isn't fulfilled
Confirmation - is a process in which the user must approve or reject an action before it is completed. There are three options available:
- None - the action is performed immediately, without user confirmation
- Required - the user must click the ‘OK’ or ‘Close’ button in the confirmation window
- Required with message - the user must click ‘OK’ or ‘Close’ and enter a short comment before confirming the action.
Confirmation title - message displayed when a user has to confirm the execution of a workflow action.
Automatic execution - it is a workflow action option that allows for the automatic triggering of the workflow at a execution time.
Execution time - the execution time of the automated action.
Hide on home page - (the option is not available for actions leaving the starting state) selecting this option means that this action cannot be performed from the level of the grid on the main screen
Icon - the icon displayed for a specific action in the "Workflow Actions" widget.
Button style - since version 2.3, it has been possible to define the style for the "Workflow Action" widget. This new feature allows you to customize the appearance of action buttons displayed in an instance, providing a better user interface tailored to the user's needs.
The action button style includes properties such as font type, size, bold, italic, underline, strikethrough, as well as text and background color. Additionally, the action style can be calculated using formulas.
The style assigned to a workflow action is visible only in the instance where it is represented by the button that performs the given action.
On leave - action which will be executed after leaving the state
On action - add an action that will be performed during the transition between states
On enter - action which will be performed at entry to a defined state
Post Workflow - action, which will be performed after saving the document
Numbering for actions with repeated names
Numbering has been introduced for action with repeating names. The numbering appears on the workflow diagram on the arrow of actions with identical names, as well as in the part of the properties panel. Numbering only applies to actions within a single state, not the entire application.
For example, if there are two actions named "Save" coming from the "Created" state, and another "Save" action is in the "Changes Saved" state, only the actions in the "Created" state will be numbered as "Save1" and "Save#2".
If one of the actions is deleted or renamed, the numbering continuity is maintained. For instance, if we have actions "Save#1", "Save#2", and "Save#3", and the "Save#2" action is deleted, the "Save#3" action will automatically be renamed to "Save#2".
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