Actions (Scripts) allow users to perform operations using the data entered into controls such as formatting controls, change property values, simple math, create popup windows and focus or unfocussed controls.

Note: The Actions Designer interface has just been recently redesigned introducing several improvements to make creating and managing form actions more intuitive and efficient.

All actions for a Form Definition are now displayed in a single list view, making it easier to review and manage scripts in one place. 

Note: Before you can use actions, you must first understand Bindings and Controls. For more information about Bindings and Controls refer to the Bindings and Design Form - Basic and Advanced Control sections.

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Create or Edit an Action

1. To use Actions in the Design Form page, click the  icon from the right side of the top panel.
   
   
   
2. If there are already Actions available, they will display in left pane of the Actions Designer interface.
   
   
   
3. To edit an existing script, select it from the list of scripts and the actions will be displayed in the right pane.
4. To create a New Script, click the Add:
   
   
   
5. Enter a name for the script and click the icon to open the script editor. 
   

To copy an existing script:

1. To copy an existing script, disable the 'As new blank action' option:
   
2. Enter a name for the script and from the 'As copy of' dropdown, select the script to copy and click to open the script editor. 

Delete a script

1. From the script editor, Scripts can be deleted by clicking the Delete  icon on the selected script.
   
   
   

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Defining the Script

Scripts are made up of 3 segments (Triggers, Conditions, and Actions) that are dependent of each other based on a hierarchy from top to bottom.

Every segment does not need to be populated for the action to work. Certain scripts may only need a Trigger paired with Actions, or Conditions paired with Actions. The values selected in each segment will build a script to create the required action in the Form.

 

When these triggers occur…

The Trigger section defines what will initiate the action. 

 

1. To add a Trigger, click the  button. More than one Trigger can be added if required. To delete a Trigger, click the   button
   The Type gives the choice between a Binding or Control.
2. Type gives the choice between Binding or Control.
   
   
   
3. The Trigger list depends on the Type selected. A list of Bindings or Controls will be available to choose from.
   
   
   Note: The Trigger list for Control Type is populated by Name of the control. The Control name can be selected for any of the 3 parts of the control.
   
   

4. Controls and bindings can also be selected directly from the form layout, instead of relying only on selecting control names. 
   • Clicking the form layout tab or the  button, switches the left-hand pane to the visual layout view.
   • If you first select the  button, controls can then be selected directly on the form. (In the image below the Due Date field is selected in the form layout and the Trigger field is automatically populated.)
     
     
     
5. The Event list is dependent on the values selected on the first two options (Type and Trigger).
   • On Load: Is used with the Canvas to trigger the action once the Canvas has loaded.
   • On Blur: Is used with Controls to trigger an action once the Control has been unselected.
   • On Change: Is used with Bindings and Controls to trigger the action once the property value has been changed.
   • On Focus: Is used with Controls to trigger an action once the Control has been selected.
     
     
     
     

If these conditions are met…

The Condition section identifies what specifications are requires for the action. When a Binding meets a certain condition, it will allow the action to happen.

1. To add a Condition, click the  button. More than one Condition can be added if required. To delete a Condition, click the  button.
   
   
2. Select the required Binding, then select the desired Condition from the dropdown list.
   
   
   
3. Depending on the Condition selected, a Value or Binding will need to be selected.
   
   
   
4. In this below example a specific date (July 24, 2026) needs to be selected on the Due Date property on the form for a certain action to happen.
   
   
   
5. When more than one Condition is required, users have the option to use and or or on addition conditions.
   
   
   

Then do these actions…

The Action section defines what will happen once a Trigger or condition is met. 

1. To add an Action, click the  button. More than one Action can be added if required. To delete an Action, click the  button.
   
   
2. Actions are based on a hierarchy from top to bottom. To adjust the order of the actions, click the and move the action.
   
   
3. The action Type determines what sort of action is required.
   • Format a control: Changes the control format such as the color, enable, disable, hiding, or showing the control.
   • Change a value: Give a specific value to a control.
   • Math: Apply basic math to a control or set of controls. (See Equation Builder below)
   • Prompt User: Activates a popup window.
     

4. Next, the Target will need to be identified. The Target list consists of the Canvas and any Controls that have been added to the Form.
   
   
   
5. The Action defines the act that will take place. Depending on the Type selected will determine the options supplied in the Actions list.
   
   In the example below the Format of the control identified in the target field will be Highlighted red depending on the Triggers or Conditions selected.
   

Equation Builder

When Math is selected as an action Type, the Advanced button will display. When you click it, the Equation Builder opens which allows you to perform automatic mathematical calculations using the data entered into your form fields. By setting up specific triggers and conditions, you can use the Equation Builder to automatically calculate and populate a target field (e.g., a total sum, an average, or a product) based on user input.

The Equation Builder window is divided into several helpful sections that allow you to construct your formula simply by pointing and clicking.

• Formula Input Box: Where the active equation is displayed. You can type directly into this box or use the buttons below to populate it.
• Operations: This section provides a library of pre-set mathematical functions. Clicking any of these buttons will insert the function into the formula box. Available operations include:
  • Basic Math: Sum, Difference, Product, Quotient
  • Statistics: Min, Max, Average
  • Advanced/Formatting: Sqrt (Square Root), Pow (Power), Absolute Value, Round, RoundUp, RoundDown
• Number pad and symbol: Below the operations, you have quick-access buttons for structural symbols like parentheses (), Comma (,) and the minus (-) sign.
      Note: You can also use your keyboard to type these, as well as commas , which are necessary for separating multiple items within functions.
• Controls: This section lists the dynamic fields (Controls) currently available on your form (e.g., NumberBox1, NumberBox2). Clicking a control button automatically inserts its unique reference tag (like <NumberBox4#NumberBox1>) into your equation, ensuring the system pulls the correct live data from that field.

As you build your equation, the builder will check your syntax in real-time.

• If the formula is complete and structurally correct, you will see a green checkmark indicating "Equation is valid."
• If there is a syntax error or missing element, the builder will provide an expected input warning to help you troubleshoot.

Testing the Equation

Once your action is saved, you can easily test it without leaving the configuration menu:

1. Click the Form preview tab at the top of the Actions window.
2. Enter test data into the corresponding fields (e.g., enter numbers into Box 1 and Box 2).
3. Ensure that your target field automatically populates with the correct calculated result according to the triggers and conditions you defined.