Action

Actions are defined on a step to be performed as a part of a process.

In a process step you define an action to be executed in this step. For further details, see Defining an Action.

An action's configuration consists of the following settings:

• Action Template: The action template used for this action. You can use any available action template.
• End process with this action: If checked, the process ends when this action is completed.
• Input Arguments: The action's input arguments. Once you select an Action, the Input Arguments section is populated with the selected action template's parameters. For further details, see Action Templates and Action Templates within Processes.

  An input argument is defined by Name, Source and Value.

  An argument value can be

  • a value from a data provider: You can access values from data providers using JavaScript snippets (e.g. $.get('uid')). for further details, see Syntax and Examples.
  • a constant value: Specify e.g. the name of a configuration unit, the maxRows value for a list etc. Constant values are not treated as JavaScript, therefore you do not need to put strings in quotes.

    You can toggle between text input () and a drop-down list of available values ().

  Available data providers (Source):

  • Constant Value, e.g. the name of a Process Ask configuration
  • Process Storage, e.g. a link record to be used as parent in the current step
  • Input Message, e.g. an argument passed from the previous step
  • Step
  • custom data providers, to get e.g. a field value from a record, see Step CreateY1

  If the data provider "Input Message" is selected, the fixed text "as is" is displayed, indicating that whatever is passed as argument from a previous step ($out) is taken as it is and turned into an argument name ($in). For further details, see Step CreateY2.

  Clicking in an "as is" row allows you to enter an expression (default: $.get('<argumentname>')).

  To define additional input arguments (e.g. to perform naming conversions): Enter a Name and click (Add).

• Output Arguments: The action's Output Arguments. The output of the action is always written to $step.

  If you need additional output arguments, define them in the Output Arguments section of the step definition. For further details, see Step.