Types of Actions?

Definition

For every condition, multiple actions can be defined, when the criteria defined in the condition are met, then all the actions defined for that condition are executed. Following are different types of actions that can be configured:

1. Blank (‘ ‘):

• Nothing will be performed for this type of action, such actions can be used for comments. Only description can be entered.

  
  

  

2. Error Message:

• Type: It should be Error Message.

• An Error Message contains of Code, Description and Error Message Text.

• Code defines the unique identification number, Description defines the Action and Error Message Text will be visible to the user when the condition will be executed.

• You can use all types of Placeholders with Error Message Text.

  
  

  

• Code: Choose the code that will be executed when the condition is satisfied.

  
  

  

3. Message:

• Type: It should be Message.

• A Message contains of Code, Description and Message Text.

• Code defines the unique identification number, Description defines the Action and Message Text will be visible to the user when the condition will be executed.

• You can use all types of Placeholders within Message Text.

  
  

  

  
  

• Code: Choose the code that will be executed when the condition is satisfied.

  
  

  

4. Confirmation:

• Type: It should be Confirmation.

• A Confirmation contains of Code, Description and Confirmation Text.

• Code defines the unique identification number, Description defines the Action and Confirmation Text will be visible to the user when the condition will be executed.

• You can use all types of Placeholders within Confirmation Text.

  
  

  

  
  

• Code: Choose the code that will be executed when the condition is satisfied.

• Displays a confirmation message to the user. If the user does not confirm, the system displays an error: “Interrupted by [USERID]!!”.

  
  

  

5. Notification:

• Type: It should be Notification.

• A Notification contains of Code, Description and Notification Text.

• Code defines the unique identification number, Description defines the Action and Confirmation Text will be visible to the user when the condition will be executed.

• You can use all types of Placeholders within Notification Text.

  
  

  

  
  

• Code: Choose the code that will be executed when the condition is satisfied.

  
  

  

6. Send Email:

• This action can be used to send an email.

• To: In this field you can enter email addresses separated by a semicolon (;) to whom you want to send email. Other than fixed email addresses, you can use table field placeholders to dynamically fetch email addresses from any Business Central field.

• Cc: In this field you can enter email addresses separated by a semicolon (;) who you want to keep in cc of the email. Other than fixed email addresses, you can use table field placeholders to dynamically fetch email addresses from any Business Central field.

• Bcc: In this field you can enter email addresses separated by a semicolon (;) who you want to keep in Bcc of the email. Other than fixed email addresses, you can use table field placeholders to dynamically fetch email addresses from any Business Central field.

• Subject: In this field you can enter the subject of the email. You can use all types of placeholders in the subject of email, these placeholders will be replaced with the correct values while the email is being sent.

• Email Body: In this field you can define content for the body of the email. You can use all types of placeholders in the body of email, these placeholders will be replaced with correct values while the email is being sent.

  
  

  

7. Assign:

• This action can be used to dynamically assign values to different fields in Business Central.

• Action Details: In this tab on Action Card multiple field assignments can be defined. For each assignment following needs to be setup.

• Field: In this field you can define a field using the “Table Field” placeholder. This field will be modified when the action is performed.

• Value: In this field you can define the value that will be assigned to the field defined in "Field" field. All types of placeholders can be used to define the value.

• Validate: If you select yes in this field then at the time of value assignment, the validate function will be used. Which means that OnValidate Trigger and OnModify triggers will be fired.

• Commit: If you want to use commit function after the value is assigned then you can mark this field as yes.

  
  

  

8. URL:

• This action can be used to open a URL when this action is executed.

• Type: It defines the type of action.

• Description: It is used to describe the action.

• URL Text: In this field you can define the URL that will be opened.

• You can use all types of placeholders in this field.

  
  

  

  
  

• Code: Choose the code that will be executed when the condition is satisfied

  
  

  

9. Custom Action:

• This action can be used by the developer to create their custom actions. An Integration Event (OnCustomAction) can be used by developers to trigger their custom actions.

• Type: It defines the type of action.

• Description: It is used to describe the action.

• Custom Action Code: This code will be available as a parameter when the OnCustomAction event is subscribed.

• Custom Action Details: Under details, multiple rows of values can be created. All of these values will be available as a parameter (all values in a 1-dimensional array) when the OnCustomAction event is subscribed.