Actions
Actions can perform a number of varied processing actions, like sending data and generated documents to third-party systems, to data stores, or to trigger specific events based on business rules. SmartIQ includes several Actions that covers the majority of everyday tasks.
If for any reason the required event is not covered by the Out of the Box Actions, please contact your sales representative.
| Action | Description |
|---|---|
| Add Message to Management Console | Allows Solution Designers to add a static or dynamic message to the Management Console. |
| Adobe Acrobat Sign Agreement | Sends a document to Adobe Acrobat Sign for an "Agreement" where participants can then sign the documents. |
| Call SQL Stored Procedure | Allows the designer to call a SQL Server Stored Procedure upon form Submission. |
| CMIS Save Document | |
| CMIS Update Document | |
| Convert Document to Base64 | |
| Copy Project Results to SQL Server | |
| Data Parse Action | |
| Data Store Delete Selected Rows | |
| Display Message | |
| DocuSign Create Embedded Signing URL | |
| DocuSign Create Envelope | |
| DocuSign Setup Connect Auto-trigger | |
| Dynamics Create Connection | |
| Dynamics Create Email Activity | |
| Dynamics Create Entity | |
| Dynamics Create Relationship | |
| Dynamics Execute Transaction | |
| Dynamics Update Entity | |
| File Transfer (FTP/SFTP) | |
| Form Summary | |
| OneSpan Create Package | |
| OneSpan Create Signing Url | |
| OneSPan Download Document | |
| OneSpan Update Package | |
| PDF Stitch | |
| Post to Webhook | |
| Push Notification | |
| Redirect | |
| Salesforce Create Document | |
| Salesforce Create Record | |
| Salesforce Update Record | |
| Save to AWS S3 Bucket | |
| Save to Azure File Blob | |
| Save to Azure File Share | |
| Save to SharePoint Document Library | |
| Save to SharePoint List | |
| Send Email | |
| Send to REST Service | |
| Send to SOAP Service | |
| Set Project Property | |
| SmartCOMM | |
| SmartIQ API | |
| SmartIQ User | |
| Writable Data Object Override | |
| Zip |
Usage
Actions can be attached to the finish page of a form itself, to an Action Button, or can be part of a workflow. They are only usable in a project with a finish page. Actions within a document (not a workflow) are only performed once a document is submitted. Within documents simply add the desired action to the pages panel, it will appear beneath the finish page.
Actions can also be performed within form before submission with use of the Action Button.
Actions cannot be used in workflow transitions to update project properties.
Action results will appear in the management console in manage.
General Properties
Properties all or most actions will have
| Property | Description |
|---|---|
| Run/Show Action | Always (will run at all times), Never (will never be executed), On Failure (will only run when a generation error occurs), On Success (will run when no generation errors occur when the form is generated.) |
| Run/Show After | Submit (Run after form submission), Document Generation (after documents are generated), Workflow assignment (run after workflow has been assigned), Finish (run after everything else) |
| Repeating | Actions set to repeating will repeat that action using the records from the repeat source. See repeating pages and sections |
Referencing Action Response/s
For actions that contain outputs, these will appear as a expandable set of outputs in the tree view of Design. These can be referenced directly much like any other variable and answer using Reference Tags or selected from the Actions Input menu for an Action in Workflow.
The reference tag for the above HTTP Status output will be [Send to REST Service.HTTP Status]
Nested Actions
Nested actions can reference the output value of the parent action. A nested action can reference that newly created ID and run another action. An action can only be the child of another action if the parent is a repeating action that alredy has a repeat source set-up. In this case the child action will display under the parent action as below.
Document Actions
Actions that operate on or use documents as part of their function can have the desired documents selected y going to the Documents tab in the inspector panel and selecting the attached templates or questions containing documents that you want the action to use.
There are different formats available for the type of document selected. If the format selected is Default/None, the document will be generated in the default format selected in the publish options in Manage. By choosing other formats, the documents are generated accordingly to the selected format, for example, Microsoft Word Docx/Docm.
Updated 5 days ago