An action is precipitated by an event, which is something a user does (clicking on a button, loading a screen, etc. – you can find more information in our List of Events). 

There are a variety of different actions, each of which has its own document in this section. For more information about actions, see our article on Actions.

Action Results

  • Assign Value To Action Result - Sets an Action Result variable.
  • Assign Value To Shared Result - Sets a Shared Result variable.

Function

  • Character Functions - This action either alters or provides information on a specified value.
  • Date Functions - This action takes a date value you provide and extracts a portion of the date.
  • Math Functions - This action performs advanced Math Functions.

Table

  • Delete Records From Table - Deletes all records in the specified table.
  • Insert Records Into Table - Creates new records in the specified table.
  • Loop Through Table - In 'Loop Through Table' section all subsequent actions will be processed for each record in the specified table.
  • Retrieve Values From Table - Takes a value from the specified field in the specified table.
  • Update Fields In Table - Updates the value of the specified field in the specified table for all records that meet the 'Where' condition.

Grid

  • Loop Through Grid - In 'Loop Through Grid' section all subsequent actions will be processed for each record in the specified grid.

Report

Generate Report - Generates a report based on specified filter criteria.

Screen

  • Clear Screen For New Entry - Prepares the screen for the entry of a new record
  • Enable/Disable Controls - Enables or Disables Controls on Screen.
  • Expand/Collapse Section - Expand or collapse a section on screen.
  • Go To Screen - Navigates the user to the specified screen.
  • Go To Web Page - Replace the current screen or launch a new web browser window with a specified URL.
  • Prepare For Accounting - Performs accounting calculations, and optionally attempts to sync the record to your accounting software.
  • Refresh Control - Refresh the specified control
  • Retrieve Exchange Rate - Retrieve Exchange Rate
  • Save All - Saves all the values in all the sections on the screen.
  • Set Active Record ID For Screen - Sets the screen's active record.
  • Set Focus To Control - Set Focus To Control navigates the user to a specified field on the screen.
  • Set View Filter - Sets Filter for selected control or Screen.
  • Show Message - Shows a popup message to your users.
  • Show Right Panel - Display content in the right panel to accomplish a task without navigating away from the current screen.
  • Show/Hide Controls - Shows or Hides Controls on Screen.
  • Update Controls On Screen - Enters the specified value into the specified field or object.
  • Update Editable Grid Read Only Property - Changes the read only property for editable grids.
  • Validate Controls on Screen - Validates controls on screen to ensure validation rules (if any) have passed.

Attachments

  • Add Attachment To Record ID - Add an attachment to an existing Record ID.
  • Loop Through Attachments - Loop through attachments for a given Record ID

Advanced

  • Calculate Currency Conversion - For multi-currency accounts, convert a value to, or from the company's home currency.
  • Call Another Action Set - Calls another action set.
  • Call Web Service - You may call a web service within method. Just provide the URL.
  • Check Permission - Checks if a user has permission to the selected app.
  • Conditional Statement - Create an 'if/else' statement.
  • Create Short Method URL - Provides you with an Action Result that contains the URL of a unique link you can provide to customers.
  • Credit Card Processing - Performs accounting calculations, and optionally attempts to sync the record to your accounting software.
  • Retrieve Value From Email Gadget - Takes a value from the currently open email.
  • Send Email - Sends an email to the specified recipient.
  • Stop Processing More Actions - This action skips processing all remaining actions.
Did this answer your question?