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Form Actions

Information on Adding Actions to buttons can be found here

Submit Actions#

These actions are associated with a submit button on the form and happen after the form is submitted.

TypeDescription
NavigateNavigates to another URL, can be another form or an external URL
EmailSends an Email
Email with Action RequestCreates an action request and sends an email with a link to the form used to do the action.
Email Membership InvoiceGenerates a membership invoice for a given company and membership numbers and emails it
Email on PaymentChecks the result of the payment for the submitted form, and sends an email based on it
Set value of Company FieldSets the value of a field in a company record, selected with a company lookup field
Set value of Contact FieldSets the value of a field in a contact record, selected with a contact lookup field
ReloadReloads the current form

Form Item Actions#

These actions are associated with items on the form. They do not need the form to be submitted

TypeDescription
Display Form inside PlaceholderDisplayed the given form inside the given placeholder
Show Fees on FormShow the membership fees in a given placeholder
Open Form in DialogOpens the given form inside a dialog
Close DialogClose the current dialog