How to configure Form Actions

There are three types of Form Actions that you can configure:

1. Client side

   1. Can update the state of a record

   2. Work offline

2. Server side

   1. Run a custom script on the instance

3. URL

   1. Navigate the user to a URL.

   2. Can auto login to the 4Industry instance

Generic info to be filled in

• Name: Technical name of the action

• Label: Label that will be shown in the mobile application

• Type: Client, Server or URL, see above

• Configuration: Table for which the action will be a plickable. Only tables extending x_ap4_scm_core_task are supported

• Action condition: Condition when the Form Action should be visible

• Action configuration:

  • Style: Color style of the button

  • Form position: Location where the action should be shown. Is either in the kebab menu in the top right corner or at the bottom of the form

  • Save form: when checked, will save the form after performing the action. Mainly used for client side actions when changing the sate

  • Show confirm modal: first show a confirmation modal before triggering the action

    • Confirm modal text: text that will be shown in the modal

Action payloads

Client action

• Client action type: action to be done on the mobile device. In R10.0 only 'Set value' is supported.

• Client action config: JSON object with a ‘field', ‘value’ and ‘display_value’ key

  • Example: {"field":"state","value":"3","display_value":"Closed"}

Action payloads

Server action

• Script: script field where any custom code can be run

Action payloads

URL action

• Use SN auth: When checked, will send an authentication token with the request, allowing you to directly log in on the same instance as the mobile application is logged in.

• Web URL: URL of the page to be loaded. Can be any URL. Note that if you want to load an instance URL, you don’t have to add the instance name. For example: '/x/ap4/mobile/oe/handover'. This is done to make sure that the configuration can be moved as an update set between instances.

Additional information

Please note that the Form actions will be disabled in some situations. See table below for an overview: