Actions

Actions define what happens in a rule (in contrast to when or under what conditions), such as setting properties of controls, showing a message, transferring data or closing the view or form. You can add multiple actions to your rule. Select the action you need from the Actions tab. Items that are underlined are configured and items that have a dotted line still need configuration.

Use the following table to learn more about rule actions.

Type Rule Definition Example
Server Interaction See Server Rules for a list of server actions
SmartObject interaction		 Execute one of the following methods:
  • Clear
  • Collapse
  • Create
  • Delete
  • Expand
  • Export to Excel
  • Get List
  • In Error
  • Initialize
  • Initialized
  • List item click
  • List item double click
  • List refresh
  • Load
  • Save
SmartObject interaction Execute a SmartObject method Execute a SmartObject method, such as Create or Load.
SmartObject interaction Execute a method for items that have been changed Execute a method such as Expand or List Refresh for items that were selected.
SmartObject interaction Execute a SmartObject method for items that have been changed Execute the Save method for items that were changed.
SmartObject interaction Execute a method for items that have been changed on a subview Execute a method such as Expand or List Refresh for items selected in a subview.
SmartObject interaction Execute a SmartObject method for items that have been changed in a subview Execute the Save method for items changed in a subview.
SmartObject interaction Execute a method for items that have been changed on a View on a subform Execute a method such as Expand or List Refresh for items selected on a view opened in a subform.
SmartObject interaction Execute a SmartObject method for items that have been changed on a View on a subform Execute the Save method for items changed in a view opened in a subform.
SmartObject interaction Execute a method on a control for values that are in a specific state Use it in check box list interactions - typically many-to-many relationship usage where checked or unchecked items are created or deleted from the table.
SmartObject interaction Execute a View method for items that are in a specific state Use it in batch operations with Editable List views – execute a Save method for items that were added, changed, or removed.
SmartObject interaction Execute a method on a View control for values that are in a specific state Exposed on view level to allow you to choose a view. Use it in check box list interactions - typically many-to-many relationship usage where checked or unchecked items are created or deleted from the table.
SmartObject interaction Execute a method on a control for values that are in a specific state on a subview Use it in check box list interactions - typically many-to-many relationship usage where checked or unchecked items are created or deleted from the table.
SmartObject interaction Execute a method on a control for values that are in a specific state on a View on a subform Use it in check box list interactions - typically many-to-many relationship usage where checked or unchecked items are created or deleted from the table.
Form interaction Execute one of the following form methods:
  • In Error
  • Initialized (system method)
  • Initializing
  • Submitting
Form interaction Set the Form's properties Allows you to change form properties at runtime.
Form interaction Set a View's properties Allows you to change view properties at runtime.
Data Transfer Populate a list control with data Populates a list control such as a drop-down list with data. Use it if you want to refresh the control’s data.
Data Transfer
Populate a list control with cached data		 Populates a list control such as a drop-down list or picker with cached data. Use it on initialize events and where you want to refresh a control with cached data.
Data Transfer Load a list control cache with data Loads a list control cache (such as a drop-down or picker) with data. Use it on initialize events and where you want to refresh the cache data of the control.
Data Transfer Transfer data Update the Status control with a view or form parameter.
Control interaction Set a control's properties Enable a Button control at runtime.
Control interaction Set a Form control's properties Enable a Button control on a form at runtime.
Control interaction Set a View control's properties Enable a Button control on a view at runtime.
Control interaction Set a subform control's properties Enable a Button control on a subform at runtime.
Control interaction Set a View on a subform control's properties Enable a Button control on a view on a subform at runtime.
Control interaction Set a subview control's properties Enable a Button control on a subview at runtime.
Control interaction Specify edit state for View and Form controls Allows you to configure controls and tables on a view and form as read only or editable.
Control interaction Specify edit state for subview controls Allows you to configure controls and tables on a subview as read only or editable.
Control interaction Specify edit state for subform controls Allows you to configure controls and tables on a subform as read only or editable.
Control interaction Specify edit state for View controls Allows you to configure controls and tables on a view as read only or editable.
Control interaction
Execute a control's method 		Execute the Focus method on a control. *
Control interaction Execute a View control method Execute the Focus method on a view control. *
Control interaction Execute a subview control's method Execute the Focus method on a subview control. *
Control interaction Execute a Form control's method that was opened in a subform Execute the Focus method on a form control. *
Control interaction Execute a View control's method that was opened in a subform Execute the Focus method on a view control. *
Navigation Navigate to another Form and go to a View Open another form and show the specific view’s tab (if applicable).
Navigation Navigate to another Form and go to a tab Open another form and show a specific tab.
Navigation Navigate to another Form Open another form.
Navigation Navigate to another Form and execute a View method Open another form and execute an Expand method on a view when the form opens.
Navigation Go to a tab When a form opens, set the focus to a tab on the form.
Navigation Go to a subform tab When a subform opens, set the focus to a tab.
Navigation Go to a View When a form opens, set the focus to a view on the form.
Workflow interaction		 Start a workflow Start a workflow when you click the Save button. Allows you to configure input and output mappings for the workflow.
Workflow interaction		 Start a workflow on a View Start a workflow when you click the Save button on a view. Allows you to configure input and output mappings for the workflow.
Workflow interaction Start a workflow on a subview Start a workflow when you click the Save button on a subview. Allows you to configure input and output mappings for the workflow.
Workflow interaction Start a workflow on a subform Start a workflow when you click the Save button on a subform. Allows you to configure input and output mappings for the workflow.
Workflow interaction Start a Workflow on a View on a subform Start a workflow when you click the Save button on a view on a subform. Allows you to configure input and output mappings for the workflow.
Workflow interaction Open a worklist item Open a Manager Approval worklist item. Allows you to configure input and output mappings for the worklist item.
Workflow interaction Open a worklist item on a View Open a Manager Approval worklist item on a view. Allows you to configure input and output mappings for the worklist item.
Workflow interaction Open a worklist item on a subview Open a Manager Approval worklist item on a subview. Allows you to configure input and output mappings for the worklist item.
Workflow interaction Open a worklist item on a subform Open a Manager Approval worklist item on a subform. Allows you to configure input and output mappings for the worklist item.
Workflow interaction Open a worklist item on a View on a subform Open a Manager Approval worklist item on a view on a subform. Allows you to configure input and output mappings for the worklist item.
Workflow interaction Action a worklist item Action the Manager Approval worklist item. Allows you to configure work item bindings such as serial number and activity name. The serial number is used to uniquely identify the user task within a specific workflow instance. The workflow and activity name are not validated at runtime but is used instead to provide workflow context for the input and output mappings allowing you to use workflow items such as variables and originator.
Workflow interaction Action a worklist item on a View Action the Manager Approval worklist item on a View. Allows you to configure work item bindings such as serial number and activity name.
Workflow interaction Action a worklist item on a subview Action the Manager Approval worklist item on a subview. Allows you to configure work item bindings such as serial number and activity name.
Workflow interaction Action a worklist item on a subform Action the Manager Approval worklist item on a subform. Allows you to configure work item bindings such as serial number and activity name.
Workflow interaction Action a worklist item on a View on a subform Action the Manager Approval worklist item on a view on a subform. Allows you to configure work item bindings such as serial number and activity name.
Browser interaction Close the browser window If the runtime form is opened in such a way that it can be closed via JavaScript in the browser (i.e. opened by JavaScript – such as from worklist), it closes the window. Otherwise it redirects to a blank page.
Browser Interaction Navigate to a URL Change the browser URL to the specific URL, such as a message form or the home portal form.
Browser interaction Disable the Form Disable a Performance Appraisal form when the employee clicks the Submit button.
Browser interaction Enable the Form Enable a Performance Appraisal form when the manager clicks the Add button.
Browser interaction Disable the subform Disable a Performance Appraisal subform when the employee clicks the Submit button.
Browser interaction Enable the subform Enable a Performance Appraisal subform when the manager clicks the Add button.
Subview interaction Populate a list control on a subview Populates a drop-down list on a subview
Subview interaction Populate a list control on a subview with cached data Populates a list control such as a drop-down list or picker on a subview with cached data. Use it on initialize events and where you want to refresh a control with cached data.
Subview interaction Load a list control cache with data on a subview Loads a list control cache (such as a drop-down or picker) with data on a subview. Use it on initialize events and where you want to refresh the control cache with data.
Subview interaction Open a subview Open a view in a pop-up window (subview). Specifically useful if you don't want to navigate away from the current tab. You can specify subview settings such as Title, Width, Height, and Vertical Align.
Subview interaction Open a subview and execute a method Open the Employee Details view as a subview when you click a record in the Employees List view, then load the employee's details in the subview using the Load method. Configure the Load method with the ID property of the Employees List view SmartObject to load the record.
Subview interaction Transfer data to a subview Update the Status control on a subview with a view parameter.
Subview interaction Close a subview or subform When you click the Save button on the Employee Details subview, then close the subview to return to the Employees List view.
Subview interaction Close a subview or subform and execute a method on the view When you click the Create button on a subview, then close the subview and refresh the parent List view.
Subview interaction Execute a subview method Execute the Load method on a subview.
Subform interaction Execute a subform method Execute the Load method on a subform.
Subform interaction Populate a list control on a View that was opened on a subform When you open a view on a subform, then populate a list control such as a drop-down list or picker on the view with data. Use it if you have data in a subform which should populate a list control on a view.
Subform interaction Populate a list control on a View that was opened on a subform with cached data When you open a view on a subform, then populate a list control such as a drop-down list or picker on the view with cached data. Use it on initialize events and where you want to refresh the control with cached data.
Subform interaction Load a list control cache with data on a View that was opened on a subform When you open a view on a subform, then load a list control's cache (such as a drop-down or picker) with data. Use it on initialize events and where you want to refresh the control cache with data.
Subform interaction Open a subform Open a view in a pop-up window (subform). Specifically useful if you don't want to navigate away from the current tab. You can specify subform settings such as Title, Width, Height, and Vertical Align.
Subform interaction Execute a View method that was opened on a subform Execute the Load method on a view on the subform. For more information about configuring these methods.
Subform interaction Transfer data to a subform Update the Status control on a subform with a view parameter.
Subform interaction Set a subform's properties Change the Page Color of a subform at runtime.
Subform interaction Set a View on a subform's properties Enable a view on a subform at runtime.
Visibility Show a control Show the Submit control if the view is in Normal mode.
Visibility Hide a control Hide the Submit control if the view is in Offline mode.
Visibility Show a control on a View on a subform Show the Submit control on a view that you open on a subform if the view is in Normal mode.
Visibility Hide a control on a View on a subform Hide the Submit control on a view that you open on a subform if the view is in Offline mode.
Visibility Show a subview control Show the Submit control on a subview if the view is in Normal mode.
Visibility Hide a subview control Hide the Submit control on a subview if the view is in Offline mode.
Visibility Enable a control Enable the Comments control if current Workflow Activity is Review.
Visibility Disable a control Disable the Text control if current Workflow Activity is Print Agreement.
Visibility Enable a subview control Enable the Comments control on a subview if current Workflow Activity is Review.
Visibility Disable a subview control Disable the Text control on a subview if current Workflow Activity is Print Agreement.
Visibility Enable a control on a View on a subform Enable the Comments control in a view on a subform if current Workflow Activity is Review.
Visibility Disable a control on a View on a subform Disable the Text control in a view on a subform if current Workflow Activity is Print Agreement.
Visibility Enable a View When you click the New Client button, then enable the New Client view on the Client form.
Visibility Disable a View When the Client form initializes, then disable the New Client view.
Visibility Enable a subview When you click the New Client button, then open and enable the New Client subview.
Visibility Disable a subview When the Sales subview opens, then disable the Sales subview if the current Workflow Activity is Show Sales Report.
Visibility Enable a View on a subform When you click the New Client button on the Client subform, then enable the New Client view.
Visibility Disable a View on a subform When the Client subform initializes, then disable the New Client view.
Visibility Disable a subform control Disable the Text control on the Service level Agreement subform if current Workflow Activity is Print Agreement.
Visibility Enable a subform control Enable the Comments control on the Service level Agreement subform if current Workflow Activity is Review.
Visibility Show a subform control Show the Comments control on the Service level Agreement subform if current Workflow Activity is Review.
Visibility Hide a subform control Hide the Save control on the Service level Agreement subform if current Workflow Activity is Print Agreement.
Visibility Hide a subform tab Hide the Region tab on a subform if an advanced condition is true.
Visibility Show a subform tab Show the Region tab on the Sales subform if the current Workflow Activity is Create Region.
Visibility Expand a View Expand the Employees List view when the Employees form opens to show all the detail of the view.
Visibility Collapse a View Collapse the Employees List view when the Employees form opens to limit the space on the form.
Visibility Expand a subview Expand the Employees List subview to show all the detail of the view.
Visibility Collapse a subview Collapse the Employees List subview to limit the space on the view.
Visibility Expand a View on a subform Expand the Employees List view when the Employees subform opens to show all the detail of the view.
Visibility Collapse a View on a subform Collapse the Employees List view when the Employees subform opens to limit the space on the form.
Visibility Hide a View on a subform Hide the Create Employees view when the Employees subform opens.
Visibility Show a View on a subform Show the Create Employees view when the Employees subform opens.
Visibility Show a View filter section Show the filter section on the Employees List view to filter the records in the list. This is only available on List views.
Visibility Show the subview filter Show the filter section on the Employees List subview to filter the records in the list. This is only available on List views.
Visibility Hide the subview filter Hide the filter section on the Employees List subview. This is only available on List views.
Visibility Show the filter on a View on a subform Show the filter section on the Employees List view on the Employees subform to filter the records in the list. This is only available on List views.
Visibility Hide the filter on a View on a subform Hide the filter section on the Employees List view on the Employees subform. This is only available on List views.
Visibility Hide a View filter section Hide the filter section on the Employees List view. This is only available on List views.
Visibility Hide a View Hide the Create Employees view when the Employees form opens.
Visibility Show a View Show the Create Employees view when the Employees form opens.
Visibility Hide a tab Hide the Region tab when the Sales form opens.
Visibility Show a tab Show the Region tab when the Sales form opens.
Visibility Show a View control Show the Calculate control on the Sales view when the view opens.
Visibility Hide a View control Hide the Approve control on the New Regions view if the workflow activity is Capture Region.
Visibility Enable a View control Enable the Submit control on the Capture Sales view when all the fields have been completed.
Visibility Disable a View control Disable the Comments control on the Sales view if you want to use the control as read-only.
Visibility Enable a Form control Enable the Submit control on the Sales form view when all the fields have been completed.
Visibility Disable a Form control Disable the Comments control on the Sales form if you want to use the control as read-only.
Visibility Show a Form control Show the Calculate control on the Sales form when the view opens.
Visibility Hide a Form control Hide the Approve control on the New Regions form if the workflow activity is Capture Region.
Notifications
Get confirmation from user		 When you execute the Create method then get confirmation from the user, the dialog displays OK and Cancel buttons. You can create a follow-up rule that handles the button click. If OK, rules listed after the confirmation rule continue to execute. If Cancel, those other rules do not execute. When you use the confirmation dialog rule in an IF statement, the TRUE section executes for the OK button, and the ELSE section executes for the Cancel button. Anything below and outside the IF/ELSE statement still executes. In the example below, the Clear method executes regardless of the confirmation message outcome.
Notifications Show a message When you action a worklist item, then show a message as confirmation. The message shows in a dialog. Note when you type or dynamically populate a value in the Message Size or Message Type properties, it can only be one of the values available in the drop-down. You cannot use custom sizes or types.
Notifications Browse to a Message Form When you action a worklist item, then show a message as confirmation. The message opens in a page.
Notifications Send an e-mail When you action a worklist item, then send an e-mail as confirmation. Email addresses must be separated using a comma.
Editable List Functionality Add a new row to the editable list Adds a new editable row to the list. Use this to add new data for example when a button is clicked.
Editable List functionality Edit the selected row on the editable list Edits an existing row in the list. Use this with the When the View executed List item double click event to allow for editing of data.
Editable List functionality Remove the selected row from the editable list Removes the selected row from the list. Use this for example with the When the Delete ToolBar Button is clicked event or when a button is clicked event. Note this method does not save the data, it only removes the row from the list.
Editable List functionality Add a new row to the editable list subview Adds a new editable row to the list on a subview. Use this to add new data for example when a button is clicked.
Editable List functionality Edit the selected row on the editable list subview Edits an existing row in the list on a subview. Use this with the When a subview executed List item double click event to allow for editing of data.
Editable List Functionality Remove the selected row from the editable list subview Removes the selected row from the list on a subview. Use this for example with the When the Delete ToolBar Button is clicked event or when a button is clicked event. Note this method does not save the data, it only removes the row from the list.
Editable List Functionality Add a new row to the editable list View on subform Adds a new editable row to the Editable List view on a subform. Use this to add new data for example when a button is clicked.
Editable List functionality Edit the selected row on the editable list View on subform Edits an existing row in the Editable List view on a subform. Use this with the When a View on a subform executed List item double click event to allow for editing of data.
Editable List functionality Remove the selected row from the editable list View on subform Removes the selected row from the Editable List view on a subform. Use this for example with the When the Delete ToolBar Button is clicked event or when a button is clicked event. Note this method does not save the data, it only removes the row from the list.
Editable List functionality Apply the changes made to the row on the editable list View Applies changes such as adding, editing, and removal of data to the row. Use this with events such as When the View executed List item added, When the View executed List item changed, and When the View executed List item removed.
Editable List functionality Cancel the changes made to a row on the editable list View Cancels changes such as adding, editing, and removal of data to the row. Use this for example when a button is clicked to undo any changes to the row.
Editable List functionality Apply the changes made to a row on the editable list subview Applies changes such as adding, editing, and removal of data to the row on a subview. Use this with events such as When a subview executed List item added, When a subview executed List item changed, and When a subview executed List item removed.
Editable List functionality Cancel the changes made to a row on the editable list subview Cancels changes such as adding, editing, and removal of data to the row on a subview. Use this for example when a button is clicked to undo any changes to the row.
Editable List functionality Apply the changes made to a row on the editable list View on a subform Applies changes such as adding, editing, and removal of data to the row on the Editable List view on a subform. Use this with events such as When a View on a subform executed List item added, When a View on a subform executed List item changed, and When a View on a subform executed List item removed.
Editable List functionality Cancel the changes made to a row on the editable list View on a subform Cancels changes such as adding, editing, and removal of data to the row of an Editable List view on a subform. Use this for example when a button is clicked to undo any changes to the row.
Rule interaction
Execute another rule		 When the Submit button is clicked, then execute the When Create button is Clicked rule
Rule interaction
Stop rule execution		 Stops execution of the current rule. This is typically used along with the if an error occurred condition to clearly define what happens if an error occurs at runtime, or you can use it to force a rule to stop if a specific condition is true.
Rule interaction
Continue to next execution		 Continues to the next execution block within the current rule. Note that this action does not continue to the next rule. This is typically used along with the if an error occurred condition to force the rule to continue on to the subsequent block of actions in the same rule, after an error occurs.

*Some controls contain events and methods specific to the control, such as the Picker control's resolving event and resolve method. For more information about controls see List of Controls for links to the controls and then go to the Rules, Events and Actions section of the topic to see the events, conditions and methods.