What does this page cover
Learn about the various actions available in form workflows and how to configure them effectively. Before proceeding, ensure you have a comprehensive understanding of form workflows and how to create them.
Once a form workflow is created, the workflow builder allows you to define and configure actions that will be executed based on the selected record and form events specified during the workflow creation. You can add multiple actions within a workflow and define condition criteria for each action, ensuring that only the actions meeting the specified conditions are executed. By default, they will be executed in the order in which they are created. However, the execution order can be modified by rearranging the actions using drag-and-drop within the builder. This allows for flexible control over the workflow logic and the sequence in which actions are performed.
The table below outlines the list of actions that can be configured for each supported form event. Click on the action to learn how to configure them.
Form events | Supported actions |
Field rules | |
Show/Hide subform actions | |
Load of the form | |
User input of a field | |
Addition of a row (subform) | |
Deletion of a row (subform) | |
Validation on form submission | |
Update of a field | |
Validation on record deletion | |
Successful form submission
| Notification |
Data Access | |
Integrations | |
Successful record deletion | Notification |
Data Access | |
Integrations | |
On click of a button | Notification |
Data Access | |
Integrations | |