Actions are different events that can happen automatically in Microbizz when a form is filled out. To create new actions and see actions already created: In the SETUP MODULE choose FORMS > LISTS in the top left menu > on the list page, click on the pencil connected to the respective form and select "Actions" from the dropdown menu.
This will direct you to a list of all the actions that are executed every time the form is filled out or a specific set of conditions based on parameters are met:
To create a new action - click the "New action" button.
Here you will be presented with three required fields:
Action
In this you select the type of action to be performed.
Title
A title for the action. It can be a good idea to describe each action, especially if there are multiple actions of the same type.
Pr. default, this action...
This sets whether the actions should always be carried out, or be based on parameters.
Parameters
If you wish to use parameters - read about creating forms and adding parameters > Forms - Create new form
Types of actions
Currently, the following actions are available in Microbizz.
Add product use to a quotation
Add product use to task
Append to task description
Create PDF
Create new appointment
Create new call
Create new company
Create new reminder
Create new sub-task
Create new task
Create new ticket
Create new unit
Create quotation
Rename question form
Send SMS
Send as mail
Update equipment
Update existing company
Update existing project
Update existing task
Update existing ticket
Update existing unit
Action types and fields
Since there´s a great difference in actions and what the Microbizz system is being set up to do when it comes to different type of actions, there a big difference in the fields appearing when a action type has been chosen.
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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