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 the value of an action result variable which can be used later within the same control.
Assign Value To Shared Result - sets the value of a shared result variable which can be used later and is not restricted to the same control.
Function
Character Functions - provides a number of different functions to apply to text values. Also allows to replace merge fields and search through JSON.
Date Functions - provides a number of different functions to apply to date values.
Math Functions - provides a number of different math functions to apply to numeric values.
Table
Delete Records From Table - Deletes specific records from a table based on the given criteria.
Insert Records Into Table - Enter in a brand new record with the given field values into a table.
Loop Through Table - Process actions against specific records within a table based on the given criteria.
Retrieve Values From Table - Pull field values from a specific record within a table based on the given criteria.
Update Fields In Table - Updates the field values of one or more records within a table based on a the given criteria.
Grid
Loop Through Grid - Process actions against specific records listed in a 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 to reflect any recent changes.
Retrieve Exchange Rate - Retrieve the exchange rate in QuickBooks Online multi-currency accounts only.
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 - Navigates the user to a specified field on the screen.
Set View Filter - Sets the view filter for selected control (usually grids).
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 - Enable and disable editing of an editable grid object.
Validate Controls on Screen - Validates the field validation rules given to controls on the screen.
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 Routine - Calls an action set from another control.
Call Web Service - Use REST or SOAP to make web service calls.
Check Permission - Checks if a user has permission to the specified 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.
Mapping Functions - Map out one or more addresses on a Method screen or the user's available mapping app.
Merge Entities/Contacts - Merge two contacts or customers, leads, or vendors together.
Process Payment - Launches the payments pop-up and allows processing payments using stored payment information.
Retrieve Value From Email Gadget - Retrieves a value from the currently open third party email. Useable only with the gadget.
Send Email - Sends an email to the specified recipient.
Stop Processing More Actions - This action stops the current action set and cancels all remaining actions within the same control.