1. Home
  2. Workflow, Roles & Security
  3. Workflow: 2 – Action Buttons

Workflow: 2 – Action Buttons

Overview

Workflow action buttons are the way a reviewer can tell an app what they would like to do to the record they are reviewing. They generally move the record along in the workflow. For example, at the Manager Review stage there might be ‘Approve’, ‘Reject’ and ‘Return to Submitter’ action buttons, and hitting ‘Approve’ might move the record to the VP Review stage.

Workflow action buttons are associated with a specific workflow stage. You must define your Workflow Stage before you can add any workflow action buttons to it. For details on creating and managing Workflow Stages, read the following article > Workflow: 1 – Stages

Workflow action buttons are created and managed from the Workflow tab on the forms design. To access the workflow action buttons of a form: Edit App > Builder > Forms (1) > Click Edit on the desired form’s tile (2) > Click on the Workflow tab.

Edit App > Builder > Forms (1) > Click Edit on the desired form’s tile (2) > Click on the Workflow tab
Once the Form Editor opens > Click on the Workflow tab (3) > Click on the desired workflow stage (4)

Creating a New Workflow Action Button

A workflow stage can have as many action buttons as required. Typical actions might be: Approve, Reject or Request Finance Review.

To create an action button, select the desired stage from the list on the left side of the screen (4), and then click on:

Create Button Dialog
Item Description
Button Name Enter the name of the new action button.
Click to close the dialog and cancel the new stage creation.
Click to close the dialog, create the new stage, and be taken back to the Workflows tab.

Defining the Button’s Actions

You will now see your new action button on the right side of the screen. To configure the button to take the desired action(s), click on it to show the drop-down configuration menu.

Defining Button Actions

There are two classes of actions: Default Actions and Conditional Actions.

Default Actions

These actions will run when the action button is clicked, unless there is a conditional action that matches the current situation, in which case that action will run. There can be multiple default actions, such as moving the record to the next workflow stage and also sending a notification email.

Conditional Actions

These actions have a logical test associated with them, such as “Department field contains Sales” or “Total Value field is greater than 10,000”. If this test is true, the the associated conditional action will run instead of the default action. There can be multiple conditional actions, and each can have more than one condition it must meet.

Action Options

There are 5 types of actions:

Action Type Description
Change Stage Move the record to a new workflow stage and set the workflow status accordingly, e.g. Draft to Manager’s Approval or VP Approval to Rejected.  

Note: Once Change Stage has been selected once, it will no longer appear in the Type selector for that set of actions. This is because you can only change status to one other value, so there is no purpose for having multiple Change Stage actions.

Send Email Allows you to select or create an email template so that an email message is sent to interested parties when the workflow action button is pressed.
Generate PDF Allows you to select or create a PDF template so that a PDF document is generated and downloaded to the users download folder, when the workflow action button is pressed.
Redirect Allows you to select what should be seen by the user after the action button is pressed, e.g. go back to the prior view or open a specific form.
Assign User to Role Allows you to set the value of a dynamic role for use in these action actions, e.g. setting the Approving Manager role to have the value of the Manager field on the current record.

Change Stage Settings

Item Description
Next Stage If you select ‘Change Stage’ as the type you will see the ‘Next Stage’ field. Select the desired stage records should move to when this button is clicked.

Send Email Settings

Item Description
Select Email Template If you select ‘Send Email’ as the type you will see the ‘Select Email Template’ button. Details for working with email templates to create customized notification messages are shown here: Email Templates.

Redirect Settings

Item Description
Redirect To Select between the following options:  

  • to record view  (Keeps you looking at the record, but puts it into read mode)
  • to another form
  • to a page
  • to a view
  • to previous page  (Usually takes you back to the view from which the record was opened or created)
  • to dashboard  (Takes you to the applications dashboard)
Options Select the desired Form, Page or View name from the supplied list.

Assign User to Role Settings

Item Description
Create Role  
Select Existing  
Dynamic Roles Select the name of a dynamic role to assign a value to from the list of dynamic roles in the application.
Fields Select the name of the field to get the value from. Only Directory Lookup fields display in the list. If the list is blank, then you do not have a Directory Lookup field on this form yet, so go back to the design tab and add one before completing the workflow action setup.

Conditional Actions

Defining Conditional Actions
Item Description
Conditional Action number and name The conditional actions are automatically numbered 1, 2, etc. Next to the number is a name, which defaults to “Condition x” where “x” is the current number. You can change the name, though the name does not display to the end user and has no functional effect, it can be used as a description to help identify what the conditional action is for.
 
Field Select the desired field.
Operator The available comparison operators depend on the type of field selected:Text fields: blank, not blank, equals, not equals, like, not like, contains, does not contain.  

Number fields: greater than, less than, less than or equal to, greater than or equal to, equals, not equals.

Date fields: before, after, equals.

Comparison Value If blank or not blank are selected then the condition is complete. If another operator is selected then a comparison value is required. The comparison value field matches the field selected, so it is a number field if the Field was a number, and if Field was a pick from list (radio button, etc) the comparison field will be a list selector with the the same list of values.
Adds an Action to the end of the actions list. Details for the Actions are identical as those in the Default Actions.

 

Demonstration Video

The following video outlines creating stages and workflow action buttons:

 

Next Steps

Below are links to articles that cover the other main areas of creating a workflow:
Workflow Stages
Workflow Security
Email Templates
Below are the links to the episodes of Building an Expense Reports App tutorial series that include descriptions of setting up a workflow:
Part 5 – Expense Reports App – Workflow
Part 6 – Expense Reports App – Security
Updated on August 6, 2019

Was this article helpful?

Related Articles