Actions

Actions define a set of configurations for a type of action. Currently we only support Webhooks.

Overview

Actions & Triggers are a way to automatically take an action related to specific records in a GW Apps application. For example, in a service request application you could create a trigger to send an email to the manager of a service technician for every service request that has been assigned to the tech, is not yet resolved and was assigned three or more days ago. That way, service requests that are not being dealt with in a timely manner will escalate themselves to the service tech’s manager.

An App Designer can create and edit actions from the Actions Dashboard. To access the Actions Dashboard:

Edit App > Actions
Action Dashboard

Actions Dashboard

The Actions Dashboard shows all available actions for the current application, displayed as a list. An App Designer can create and update them from here. Each action has it’s own row menu (three vertical dots on the far right side) which lets you work with the action.

Actions Dashboard
Action Edit

Each action row has the following options:

ItemDescription
Test WebhookA request is sent to the webhook
EditOpens the action to be edited. (See Creating a new Action, below, for details of the Action Form.)
RemoveDeletes the action from the application.

Creating a new Action (Create Record)

To create a new action, click on the + Create New Action button at the top of the dashboard. You will then be presented with the Action Form:

Action Form
ItemDescription
Action TypeSelect the action type ‘Create Record’
Action NameName of the action to execute
DescriptionBrief description of the action. [Optional]
ApplicationSelect the application where the new record will be created
FormSelect the form where the new record will be created
Source ApplicationSelect the source application
Source FormSelect the form containing the fields that will be included in the new record creation
Target FieldThe field that we will map in the destination form
ValueOption to choose as field from the source form or a custom value
Source FieldThe source field or custom value that will be added to the destination field
Add field MapAdds a new field to map
CancelCancel Create Action
CreateCreates the Action

Creating a new Action (Update Record)

To create a new action, click on the + Create New Action button at the top of the dashboard. You will then be presented with the Action Form:

Action Form
ItemDescription
Action TypeSelect the action type ‘Update Record’
Action NameName of the action to execute
DescriptionBrief description of the action. [Optional]
ApplicationSelect the application where the new record will be updated
FormSelect the form where the new record will be updated
Target FieldThe field that we will map in the destination form
Default ValueThe custom value that is going to be updated
Add field MapAdds a new field to map
CancelCancel Create Action
CreateCreates the Action

Creating a new Action (Webhook)

To create a new action, click on the + Create New Action button at the top of the dashboard. You will then be presented with the Action Form:


ItemDescription
Action TypeSelect the action type ‘Web hook’
Action NameName of the action to execute
DescriptionBrief description of the action. [Optional]
Select FormSelect the form that the webhook will receive information from.
CancelCancel Create Action
CreateCreates the Action

Once the new webhook action has been created it can be edited to include more details about its behavior and the webhook information


ItemDescription
NameGvien name of the webhook action
DescriptionBrief description of the action. [Optional]
Request Details
MethodWebhook REST method to execute
ProtocolProtocol supported by the webhook (HTTP or HTTPS)
Webhook URLURL of the webhook that will receive data from GWAPPs
Security
Authentication typeIf the webhook requires authentication you can pass it in this field with a supported authentication option
Header DetailsYou can additional headers supported or required by the webhook
Request Body
Request BodyYou can choose what type of Body to include in your request: Full Record, Partial Record or Advanced
Request Content TypeSupported Content Type is application/json
Response Details
Accepted Status CodesA range of accepted status codes or a single status code
Request TimeoutIn case anything goes wrong with the request it will time out after the given amount of seconds
RetriesIf you need to set a retry parameter you can select options from this dropdown
CancelCancel the changes
SaveSave the changes
Updated on September 29, 2020

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