Types of Workflow Actions

Each workflow can perform a single specific action

Types of Action

Actions fall in to two types:

  • Those that effect data held within agileBase tables
  • Those that send data to another system.

Alter Data

Use the dropdown within the workflow section of the manage tab of the view to control the action that will be applied to every record in the view. Options are:

  1. Create record - This will create a new item in the nominated table
  2. Update record - This will alter the values of the record.
  3. Lock record - This will apply a record level lock on the item.
  4. Delete record - This will totally remove the record.

Workflow actions that alter data

Creating records

If ‘create record’ is chosen, a couple of other options appear.

  1. You can select which table the new record should be created in
  2. ‘Auto-connect new records’ can be used when chaining workflows

Sending Data

The options to send data are contained within the send section of the workflow tab. Matching records will be sent to the appropriate function.

  1. Send data to a third party via API
  2. Send an email
  3. Send an email Chaser
  4. Send data to a calendar
  5. Send to document generator
  6. RSS feed - See facility with PULL API

Workflow functions that send data


Last modified June 22, 2021 : Tag all docs pages (c49ef8f)