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Add product use to a quotation - : This will add a product use to a quotation (only when filled on quotation).
Add product use to task - This : This will add a product use to a task (only when filled on task).
Append to task description - : This will append something to a task description (only when filled on task).)
- Create new project: Creates a new project from the form (requires new project module)
Create PDF - : Create a PDF from the question form and save it on the associated object.
Create new appointment - : Create a new calendar appointment.
Create new call - : Schedule a call (requires the sales module).
Create new company - : Create a new CRM object
Create new reminder - : Create a new reminder.
Create new sub-task - : Create a subtask (only when filled on task).
Create new task - : Create a task.
Create new ticket - : Create a new ticket (requires the support module)
Create new unit - : Create a new process unit (requires the process unit).
Create quotation - : Create a new quotation (requires the sales module).
Rename question form - : Rename the title of the given answer.
Send SMS - : Send an SMS message.
Send as mail - : Send an email.
Update equipment - : Update equipment (requires the equipment module and only when filled on equipment).
Update existing company - : Update CRM object (only when filled on CRM object).
Update existing project - : Update project (requires advanced project module and only when filled on project).
Update existing task - : Update task (only when filled on task).
Update existing ticket - : Update ticket (requires support module and only when filled on ticket).
Update existing unit - : Update unit (requires process module and only when filled on unit).
Action types and fields
Each action comes with specific fields to fill. We'll go over a couple of examples below.
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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:
- Send to - : Who will receive the mail.
- Also send mail to - : Option to select even further recipients.
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