Actions

Actions

Overview

Actions are the buttons that are on each task
The default action button is the submit button
Action buttons can trigger activities, enabling complex functionality and behaviours to be set up

Advanced Editor properties and what they do

Property	What does the property do (in plain english)	Possible values	How to find these values (in plain english)
name	name of the action. Not recommended to change	any string
displayName	label of the button
actionTypeName	Indicates the colour of the button in the frontend. Default is DianaSubmitWorkAction	DianaSubmitWorkAction Submit Stop
eventName	event name of the action
simpleName	simple name of the action
destination - destinationType	configures what this action will do	Next (default: goes to the next task) Previous Self ByEventName ByStepName (a way to skip to a specific task or to go backward to a particular task ByStepDisplayName ByStepId StopStep TerminateFlow EndFlow (the name destinationType used to end a workflow) Close SkipUntil
destination - target	The value in the target property depends on the value that you put in the destinationType	ByEventName target: Any event name in the flow. You can find the event name by navigating to the activity (Steps > specific step > specific task > Action set > specific action > Activities > specific activity And then copying the value from the “eventName” property ByStepName target: step name in the workflow. You can find the step name by navigating to the TASK (not the step) in the advanced editor and then copying the value in the “name” property ByStepDisplayName target: The same as ByStepName but take the value from the “displayName” instead of the “name” property ByStepId target: The same as ByStepName but you need to find the task ID (which is harder to find so we recommend you just use the ByStepName function) For all the other destinationType values the respective target values are just same text as the destinationType (e.g. ”destination”: { ”destinationType”: “EndFlow”, ”target”: “EndFlow” }
mode	StepMode allows the system to show one or more steps at given points in the system	1 = Automatic, Automatic means that the step does not wait for the task or action event to move to the next step, if no action is specified then this is the default behaviour of the system. 2 = Event, Wait for an event to be raised before moving to the next step, the event can be generated by a button press or some other external event. The flow will wait for the event before it can progress. 4 = WithPrevious, Start this step with the previous step, this allows two or more steps to execute concurrently with the previous step. If only one step can move work forward then add a rule to close other steps that are open at the same level as this step. Example quotes that are open and you accept one quote, it should decline/cancel the other steps as these will not progress any further. 8 = SkipWhenGroupComplete, Skip this step if the group is complete By setting this mode the system will mark the step skipped if one of hte WithPrevious steps are completed, cancelled, or skipped 16 = StartOn, Case to start the action when another event has occurred.
ccRoles
executeStatus		NotStarted Created New InProgress Rework Complete Skipped Cancelled Declined Deleted Invited Updated
skipValidation	disables validation in every components that this action sits in	true or false
actionInvite
completedName	The name used in the step event when the step completes.
expression	Hides the action button if this expression is not true	e.g. “’{$.taskOne.componentOne}’ == ‘Value’”	Operators used can either be <, >, or == Make sure you wrap dataPaths in curly brackets and single quotation marks
imageName	specify this property if you want the button to be icon	https://mui.com/material-ui/material-icons/?theme=Outlined	…
tooltip	tooltip when you hover the button
PanelConfig	See below

PanelConfig

Property	What does the property do (in plain english)	Possible values
allowedCcEmailsDataPath
allowedToEmailsDataPath
ccEmails	show cc email input in the action panel	true or false
ccEmailsLabel	cc email input label	any string
message	show message input in the action panel	true or false
process	shows the progress ui	true or false
quickSubmit	quick submits the action	true or false
toEmails	show to email input in the action panel	true or false
toEmailsLabel	to email input label

Advanced Editor example of this set up

actionTypeName

DianaWorkAction, Submit = primary colour, Stop = Gray

Icon

Destination

ByEventName

ByStepName