Actions - Overview
Actions are tasks that automatically run when particular events happen. Actions can be attached to a form or to a form element / field on a form. When an action is attached to a form, they are called Form Actions, and run once when the form is first loaded. Actions attached to a field or button, are considered Field Actions and can run when the field changes, or when the button is clicked etc.
Hiding and Showing Fields with Dependencies
If you want to simply hide or show fields based on a value in another field, use dependencies instead of actions. If you want to show/hide fields on the click of a button, then actions would be a good fit.You can create more than one action and configure rules that will determine if the action will run. For example, you could create an action that would open a new window when the user clicks a link or button; or you could add an action to a button that populates a set of fields with pre-defined data when the user clicks that button.
Though the basic configuration for each action is similar, some options that are available in some actions are not available in others. And some action types are available only after you enable extensions such as Save & Finish Later. For elements/fields, you can configure the action to trigger when the user changes, enters, or leaves the field.
On This Page
Creating an Action
Create an action by clicking the Actions property of the form, button or link in the Field Properties panel.
Editing an Action
To edit an action, click the action name in the Actions window and the click Edit in the toolbar.
Changing the Order of Actions
To change the order in which actions run, click an action name in the Actions window and the moveup or movedown until the action is in the position you want. Repeat this for any actions until they are in the order you want them to be.
Deleting an Action
To delete an action, click the action name in the Actions window and the click Delete in the toolbar.
Action Types
- Show/Hide
- Update Values
- Add/Remove Selections
- Open Window
- Submit Form
- Reset Form
- Mark Comparison History Viewed
- Custom JavaScript
- Finish Later: Show Save Prompt
- Finish Later: Show Load Saved Data Prompt
- Show Alert
- Abort Submission
- Confirm Page Navigation
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