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: 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 the dropdown in the Scripts list.
   
   
   
3. To create a New Script, click the   icon, then enter the name of the Script then click .
   
   
   
4. From the Action window Scripts can be deleted by clicking the Delete  icon. Or edit an Action name by clicking the Edit  icon, which opens another dialog box to update the name.
   
   
   

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Creating a 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.
   
   
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. 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 (Feb 14, 2022) 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.
   • 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.