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Send email example
If a user fills out a form ordering clothes, we may want the system to send a mail and the type "Send mail" is selected with following fields to fill out:
Create new task example
It´s possible we instead want Microbizz to create a task automaticly and then a different selection of fields will be displayed:
Understanding action type fields
If you are new to Microbizz some of the fields appearing when choosing action type may not be obvious. In the example above Microbizz requires a template since the action type: "Create new task" has been selected. The system needs a task template in order to automatically create a task. Creating actions may therefore in some cases require understanding of the module connected to the action.
Action order
The order of execution can be critical for what and how the actions end up. For example, if a "Create PDF action" is combined with an "Update equipment action", it might be important that the "Update task action" is executed before the "Create PDF action", if the PDF is supposed to include a field, which is updated through the form.
Hence, you should make sure to create the actions in the correct order of execution, as it is not possible to change the order once they are created.
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