Automation Block

Actions

Actions are the tasks that the automation block performs automatically. They are the building blocks for executing operations such as submitting data, locating records, or updating variables.

Basic Actions and Their Uses

Perform

The "Perform" action allows users to select specific modules from the workspace and define activities such as create, edit, or delete within those modules. Additionally, formulae can be applied to information fields within the selected module. For example, functions like #addRow can be utilized to dynamically update or modify data fields, adding flexibility and precision to task execution. Some activities such as "edit" will allow for you to choose specific entries based on a set formula.

Find

The "Find" action enables the automation to locate a single entry within a specified module. Users can apply filters to narrow down the search and identify the exact entry that meets the given conditions. This ensures that only the most relevant data is retrieved, optimizing the workflow for accuracy.

Find All

Similar to the "Find" action, the "Find All" action is designed to retrieve multiple entries from a module. Filters can be applied to refine the search, ensuring that only the relevant set of entries is returned. This action is especially useful for bulk operations or workflows requiring interaction with multiple data points simultaneously.

Form

This action fetches a specific form, allowing the automation to interact with its fields or data. It acts as a gateway for accessing and manipulating form-based information within a workflow.

Error

The "Error" action displays a custom error message to users when a specific condition is met or when the automation encounters an issue. This ensures that users are informed of problems in a clear and structured manner, helping maintain transparency.

Create

This action is used to define a new variable within the workflow. The variable can store data dynamically and is instrumental in managing intermediate results, counters, or temporary states during automation execution.

Set

The "Set" action assigns a value to a variable, either as a static value or dynamically based on data from other fields, entries, or calculations. It provides flexibility in updating or configuring variables to adapt to workflow needs.

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Condition

The "Condition" block evaluates a given statement and executes subsequent blocks based on whether the condition resolves to True or False. It does not use logical operators like and or or directly but instead focuses on binary evaluations.

How It Works

True Path

• Executes the blocks connected to the "True" output if the condition is met.

False Path

• Executes the blocks connected to the "False" output if the condition is not met.

This simplicity ensures that all conditional logic remains easy to follow and maintain.

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For

The "For" block functions like a foreach loop, iterating over each entry in a list or table that meets a specified condition. The "each" pointer refers to the current item in the iteration, enabling operations to be performed on individual items.

How It Works

Define a List or Table

• Define a list or table to iterate over.

Use the "Each" Pointer

• Use the "each" pointer to access and manipulate individual entries.

Attach Actions

• Attach actions (e.g., update, delete, or process) to be executed for every item in the list.

This makes "For" block especially powerful for bulk operations like updating records or applying transformations to datasets.

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Trigger

The Trigger block starts the automation workflow when a specific event occurs, such as:

• A user submits a form.

• Data in a field change.

• A new entry is created.

Triggers are foundational for building reactive workflows that respond to real-time events, making automation more dynamic and responsive.