Configuring Custom Actions - Unity Forms - Foundation 24.1 - Foundation 24.1 - Ready - OnBase - Premier - external - Standard - Premier - Standard

Unity Forms
Platform
OnBase
Product
Unity Forms
Release
Foundation 24.1
License
Premier
Standard

You can configure custom actions for forms. Custom actions allow you to configure a set of conditions and a set of actions that execute based on those conditions.

Note:

Custom actions are only executed once a form is opened or before a Unity Form is saved as an image from the right-click Send to menu. When saving a Unity Form as an image, AutoFill Keyword Sets and Unity Scripts cannot be executed before the image is created.

Note:

If a custom action is configured to execute in relation to a radio button selection, the custom action will execute immediately after the radio button option is selected.

To configure custom action:

  1. With a form open, click Custom Actions in the Designer ribbon. The Custom Actions pane is displayed.
  2. Click New. The Custom Action dialog box is displayed.
  3. Enter a Name for the custom action.
  4. Enter a Description for the custom action.
  5. Click Add next to the Conditions box. The Condition Type drop-down list is displayed.
  6. Select the appropriate condition and click OK.
  7. Configure the condition appropriately.
  8. Repeat Steps 5 to 7 for each condition you want to configure for this custom action. For more information on each condition type and grouping conditions, see Configuring Conditions .
  9. If you want to group two or more conditions, select the conditions you want to group together and click Group. You can remove a grouping by selecting the group and clicking Split.
  10. If you want to execute the inverse of the configure actions when the conditions are not met, select Reverse actions when the conditions are not met. For example, if you have an action that hides a field when the condition is met and you select this option, the field will be shown when the condition is not met.
    Note:

    The Set Field Value, Execute Unity Script, and Focus Field actions do not support the Reverse actions when the conditions are not met option. When the Condition Button Clicked condition is configured, the Reverse actions when the conditions are not met option is disabled and cannot be used.

  11. Click Add next to the Actions box. The Action Type drop-down list is displayed.
  12. Select the appropriate action and click OK.
  13. Configure the action appropriately.
  14. Repeat Steps 11 to 13 for each action you want to configure for this custom action. For more information on each action type, see Configuring Actions .
    Note:

    You can remove an action or condition by selecting it and clicking the corresponding Remove button.

  15. Click OK to finish creating custom actions.
    Note:

    Visibility security configured on a form overrides any visibility setting configured in a custom action. For all other configuration types, the custom action will override what is configured on the form.

    Note:

    Thoroughly test custom actions using test drive. Not all actions and conditions will be validated at the time of configuration.

    Note:

    When using multiple custom actions, custom actions are evaluated in the order they are listed in the form designer.