Add actions to a form or control
Actions describe different ways to initiate an event. For example, you can base a customer credit score check on two different actions:
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DB Query action that reads customer details from a database
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.NET Method action that calculates the appropriate score
You can configure multiple actions that execute upon an event firing on a form or form control, such as a form load, button click, or selection of a table row.
For example, in a Loan Application form, you can create DB Query, Web Service, and Redirect actions on the Credit Check button so that when the button is clicked, they are executed in sequence:
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Retrieve customer details (DB Query action)
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Get credit score for customer (Web Service action)
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Take the user to the next relevant form (Redirect action)
The following table outlines the actions you can add to a form or form control in TotalAgility.
Action | Description |
---|---|
.NET Method |
Call an API for performing actions, such as creating a new job. |
Add Row |
Add a row to a table. |
Apply Validation |
Validate the available controls on the desktop, phone and tablet forms. |
Begin Condition |
Begin the conditional action. |
Business Rule |
Use a predefined business rule. |
Alternative Extraction Search |
Add this action to a document validation form to perform an alternative extraction search in a validation activity. |
Calculation Rule |
Calculate a field value. |
Change Stack Order |
Change the stack order value or remove or move an element towards the bottom of the stack. |
Clear |
Clear the specified form variables and fields. |
Clear Selection |
Clear the selections of a table or drop-down list. |
Close |
Close the currently opened form or pop-up window. |
Composite |
Includes multiple actions for use on multiple controls. |
Create Entity Instance |
Create entity instances on a form at runtime. |
DB Query |
Access a database to view, insert, update, or delete records. |
Delete Row |
Delete a row from a table in a form. |
Display Rule |
Invoke a form’s display rules and automatically change display states, based on what the user enters into the form. |
Else Condition |
Add this action to make form actions more flexible and easier to read. At runtime, all the actions within the Else condition are executed if the Begin condition is not met. |
End Condition |
End the conditional action. |
File Upload |
Upload a file on a form at runtime. |
Find Entity |
Search for entity instances within a form based on the specified search criteria. |
Fuzzy Search |
Find strings that closely (but not exactly) match a pattern in a "fuzzy" database, which is a single table or view exported from a relational database. |
Get Entity Attributes |
Retrieve the required entity instance attribute values to the controls on a form. |
Hide Action Menu |
Use to conceal a menu when a touch-enabled Phone or Tablet form is opened on a touch-enabled device. |
JavaScript |
Gives access to the Document Object Model (DOM). |
Kapow |
Executes a Kapow Robot from within a form. |
|
Download and print the document on a MFP device. |
Scan |
Scans a document on a MFP device. |
Scan Settings |
View and modify the scan settings on MFP devices. |
Redirect |
Redirect to another form or a pop-up window. |
Refesh Capture Form action |
Refreshes the capture forms (Scan, Verification, Validation and Document review) and capture take activity forms to prevent the job with invalid fields being completed. |
Refresh Page Rendition |
Refreshes page renditions on a form and accordingly enables or disables rendition buttons at runtime. |
Reset Form Variables |
Reset the data of one or more form variables. |
RESTful Service |
Integrate the form with external applications. |
Same Page |
Retrieve the required data on the same page. |
Set Device |
Use to switch the form factor (Desktop, Phone or Tablet) between a desktop, phone or tablet form. |
Set Entity Attributes |
Update the required entity instance attribute values using the controls on a form. |
Set Focus |
Set the focus on a form control. |
Set Language from Job |
Set the form language to the language of the job when the page loads. |
Show Message |
Use to alert or prompt a user or request confirmation from a user. |
Show Action Menu |
Use to display an action menu from the list of multiple action menus for a touch-enabled Phone or Tablet form. |
Show Navigation |
Use to select the site navigation or consume a menu for a touch-enabled Phone or Tablet form. |
Update Row |
Update a row in a table. |
Update Control |
Use to apply the current values of properties to the control and cause the control to reload and refresh the results list. |
Web Capture |
Saves the pages that are scanned or uploaded using a Web Capture control. |
Web Service |
Call a web service to perform a certain action. |