Redirect action

Use the Redirect action to redirect to a form, URL or open the new message window of the user's email client.

You can create a Redirect action for an event such as button-click, to redirect the user to a form, URL, another page, to the original page, or to a pop-up window.

You can also use a form field or variable to dynamically redirect the user at runtime, based on a URL that you specify.

When redirecting a control or a form, you can pass data from the original page to the destination page by mapping the fields on the source page to the required fields on the destination page.

  1. On the form modeling bar, click Actions and click New.

    The New action dialog box is displayed.

  2. On the Type list, select Redirect.
  3. Change the default Name (Redirect1) to something meaningful.
  4. Optional. Enter a Description for the action.
  5. Optional. Select Multilingual to configure a unique action for each language separately. See Configure multilingual actions.
  6. Select one of the options for Redirect to to configure where to redirect and how to display the form.
    Option Description


    Use this option to redirect to another form:

    1. On the Target list, select the required form.

    2. Map the initialization variables by selecting the global variables or providing static values in the Value fields.
    Note For a phone or tablet version of form, ensure that the selected form has the same control names and initialization variables as in its desktop form.


    Use this option to redirect to an external form/URL or new email:

    1. In the Target box, enter the target location for the form.

    2. Create custom initialization variables if required:

      1. In the Variable name box enter a name for the variable.
      2. Provide a dynamic or static value in the Value box.
      3. Click Add.

    Note You can use the redirect action to open an email program by using the Mailto option in the URL. For example; mailto: You can define the default subject, body, cc and bcc by adding initialization variables of those names and corresponding values.


    Use this option to redirect back to the original page where the current page was launched.

    Note If the form is the first page and has no origin, no redirect occurs; it remains on the same page.

    To traverse through the form history, select Use breadcrumb trail. (Default: Clear. For forms that drill down into subjob properties and case fragments, the default setting is selected in the Redirect action.)

    Consider a scenario where Form A redirects to Form B, which in turn redirects to Form C.

    • If Use breadcrumb trail is clear, return to origin from Form C will bring you to Form B and return to origin from Form B will bring you to Form C. This means that you continue to navigate between current and previous form as the origin of one form is always the previous form.

    • If Use breadcrumb trail is selected, return to origin from Form C will bring you to Form B, and return to origin from Form B will bring you to Form A. This helps you to find your way back to the start of the process (origin form) and not just the previous step (previous form).


    Select this option to specify a dynamic redirect target:

    1. Select the required form variable, global variable, or form field, in the Target box.

    2. Create custom initialization variables if required:

      1. In the Variable name box, enter a name for the variable.
      2. Provide a dynamic or static value in the Value box.
      3. Click Add.

    When a form name is extracted from a column or a form field, it is prefixed with 'http://' if necessary. For example, would become

    Important Once you enter the URL (at runtime), press ENTER to refresh the embedded page.

  7. To select a Window type where the redirected form should appear, select one of the options for Display in.
    Option Description
    Same window

    Redirects the form to the same window.

    Popup window

    Displays the form as a pop-up. You can further configure the pop-up window for better display of information. See Configure a Pop-up window.

    New window

    Displays the form in a new window.

    Current view

    The current view of the form opens; a toolbar appears at the top that includes a Back button at the left.

    • If you select to redirect back to Origin, the Display in options are not available for non-touch and desktop forms.

    • For mobile and tablet forms (touch), only the Same window and Current view options are available.

    • When redirecting within current view, the forms must be within the same context, that is in the same site, using the same header and footer, and also use the same navigation.

    • The SelectionChanged event is not supported on a dropdown list for a touch form, if the form is redirected to the same window or within the current view.

  8. Select Ignore redirect confirmation if you want the redirect action to leave the page without displaying a confirmation message. In such a case, the activity is not canceled. But, for a Capture activity, the cache is not cleared.

    If you clear this option, the activity is canceled for Ordinary and Capture activity forms, and for a Capture activity form the documents are removed from the cache.

    For any Redirect action that comes after completing, saving or canceling an activity, Ignore redirect confirmation must be selected, otherwise an error occurs. The activity is only canceled on redirect if the Redirect Confirmation prompt is displayed and if you have chosen to leave the form.

  9. Click OK.

    The newly created action is added to the table.

  10. Click Add.
  11. Associate the action with the control to trigger this action. See Configure actions for form control events. Alternatively to call this action for a form event, associate the action with the form. See Associate an action with a form.

    When a touch-enhanced form is redirected to another form with a header, at runtime:

    • The form loads in the main area of the screen.

    • The header appears.

    • A Back button appears in the toolbar to navigate to the parent form.