Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

Wizards make it easier to configure what happens to the data when a user submits your form and what the users see after submitting the form. Configure Form Actions (what the user sees) and Document Actions (what happens to my data) on the associated tabs in the Settings wizard. 

Info
  • Form and Document Action functions are very similar in Forms and Workflows. The term "Form Actions" used on this page also refers to "Workflow Actions".
  • Forward to PayPal is not available in workflows, but can be configured following this documentation.
  • Document Actions that happen in between steps are known as Activity Doc Actions. See the Email & Webhook documentation for details.

Form/Workflow Actions

The Form/Workflow Action wizards help set up what the user sees when the form/workflow is submitted. You can access the Form/Workflow Action tab in the Settings page of the Guided Designer Settings mode.

The wizards help guide you through the configuration process. Many of the wizards allow you to use form controls as templates to dynamically create what the users sees rather than hard coding this. See the section on using templates in form/doc/error actions for full details. Hover over any field in the wizards for a helpful hint.

...

The document action wizards configure what happens to the entered data when a user submits your form/workflow. You can access the Document Actions tab in the Settings page of the Guided Designer Settings mode.

The wizards help guide you through the configuration process. Many of the wizards allow you to use form controls as templates for dynamic behavior. See the section on using templates in form/doc/error actions for full details. Hover over any field in the wizards for a helpful hint.

...

Set up the Save to Google wizard. Then use the Additional Email tab to configure the email to the IT department.

Using Templates in Form

...

and Doc

...

Actions

The values/entries in all doc action/doc URI wizards can be customized with data entered in the form/workflow using templates. The values set in the following Form Action wizards can be customized with data from the form:

...