Add an Action or Rule

You can add an action or rule for use in a form or an application. If you want an action or rule to run when a Data Provider Person or process that enters data into a form or other data entry view for a label that was configured by a Designer. A user acting as a Data Provider requires the DOCUMENT_PRINTER role or equivalent permissions. performs one of the following actions in Applications , you can configure a trigger A means of running an action, rule, or data service. Includes a trigger source if interactive (such as a button, a prompt, or a form) and a trigger event (such as clicking a button, entering text at a prompt, loading a form, or submitting a job). For example, you can specify a particular button as a trigger source that Data Providers can click to perform a query of a database. for the action or rule in the application.

• Initially load an application
• Initially load a particular form
• Click or change a control in a form
• Commit text to a prompt in a form

Whenever the trigger event occurs, the action or rule is run. For more information about triggers, see Controls, Actions, and Triggers. For information about types of actions and rules, see Actions Reference and Rules Reference.

Before You Begin: You should create the forms, business rules, and processes that you intend to use with an application before you create the application. For more information, see Create a Form and Designing Business Rules with the Configurator.

To create an action or rule, use this procedure.

1. In Application Design , open an application.
2. From the Insert tab, drag and drop the action or rule directly onto the trigger source A field that is used in conjunction with a trigger event to interactively run an action, rule, or data service. For example, a button that runs a query when clicked, a prompt that runs a query when submitted, or a form that runs a query when loaded. to be used for the action or rule. For example:
   • In a form or application, if you want the action or rule to run when the form or application is initially loaded, drag and drop the action or rule onto the canvas. In the dialog box, the form or application is selected as the Trigger Source by default.
   • In a form, if you want the rule to run when a control is clicked or changed (or when text is committed to a prompt), drag and drop the rule onto the control on the canvas. In the dialog box, the control is selected as the Trigger Source by default.
   • In an application, if you want the action or rule to run when a specific form is initially loaded, drag and drop the action or rule onto that form icon on the application canvas. In the dialog box, the form is selected as the Trigger Source by default.
   • In an application, if you want the action or rule to run when a control is clicked or changed (or when text is committed to a prompt), drag and drop the action or rule onto the form icon on the application canvas that contains the control. In the dialog box, for Trigger Source select a control to associate with the trigger.
3. Optional: Modify the Name.
4. Select a Trigger Event and enter a Trigger Priority. For more information, see Controls, Actions, and Triggers.
5. Configure the remaining fields for the action or rule in the dialog box. For more information, see Actions Reference or Rules Reference.
6. Click OK. The action or rule is displayed in the list of Actions, accessible from View > Actions.
7. Click File > Save or click the Save button.