Home → Using LincDoc 3.0 → Actions → Overview

8.1. Overview

Actions are units of work in LincDoc that are conditionally triggered by form or field events or button clicks. An action can be something as simple as saving data to a database or generating a document. This allows the user the ultimate flexibility by allowing the user to fire specific actions at different parts of the form process. 

Some common actions include:

 
Each of the above actions can be tied to a button in the data entry process and then associated with a specific condition.
 
Action Description Available

clear hidden fields

Sets all field values where the field is not displayed to null.

Form

close

Closes the form, typically without saving the data. i.e., a cancel button.  See Close for more information. 

Field, Form

email

Emails recipients with a dynamic message and possible document attachments.  See Email for more information.

Field, Form

execute stored procedure


Form

export to Windows share

Saves a copy of the generated document to the configured share.  See File share for more information.

Form

flatten signatures

  

Form

lookup

Merge data option from a search of an external data source.  Refer to the Database Lookups chapter for more information.

Field, Form

run a doc package or eForm

Opens the configured eForm or document package for data entry.

Field, Form

save

Saves the inputted data to the LincDoc database.

Form

set confirm close message

Sets the message to be displayed when closing the eForm.

Form

set document owner

Updates the document owner attribute to a text value, the current user, or the one of the form's field values.

Form

set field value

Sets the specified field to a text value, one of the form's field values, or the result of a function.

Form, Field

show HTML

Opens a browser window with the configured HTML.  See Show HTML for more information.

Form

show a message

Opens a message box with a configured message to the user.

Field, Form

validate

Executes the validation checks.

Field, Form

view document

Opens the generated document in the file viewer (for PDF or TIFF output) or downloads the document for .DOC or .ODT output.

Form

Knowledge Tags
Actions  / 

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