HomeUsing LincDoc 3.1+ActionsUsing Event Actions

11.5. Using Event Actions

Events occur on both a field and eForm basis. Each event can be configured to perform one or more actions. These actions may also be subject to a rule evaluation or condition.

Proceed to one of the following topics for more information:

About Available Events

The following events are available in LincDoc:

Event Type Description
After declining Field/eForm  Executes after any signature field is specifically declined by a user (not signed voluntarily).
After generate    
After signing Field/eForm Executes after any signature field is signed by a user. 
After sync signing    
After viewing document eForm Executes when the document viewer is exiting.
Before applying decline Field/eForm  Executes immediately before the After declining event. It verifies that the signature date value is automatically set, even if a signature is declined, since this date value is required with most signature fields. 
Before applying signature Field/eForm  Executes immediately before the After signing event. It verifies that the signature date value is automatically set, since this date value is required with most signature fields. 
On blur Field Executes when the user exits a field and the field loses focus.
On change Field Executes when the value of a field changes.
On load Field/eForm  Executes when the data entry form is loaded into a user's browser. Also executes for a pre-existing form that a second user may open for editing via another method (such as an email link). 
On sync eForm Executes when the data is synchronized to the server in LincDoc's mobile implementation.

Accessing the Events List

The method for accessing the Events list is the same as the one used to access the Buttons list, since they are displayed on the same screen.

For more information, see Accessing the Buttons List.

Editing an Event

You cannot edit events using the standard LincDoc interface.

If you need to edit a standard event, contact Technical Support for assistance. 

Adding an Action to an Event

Once you have determined which event you want to use, you can add an action to the specific event. This action will be executed when the corresponding event occurs.

For more information, see Applying an Action to a Button or Event.

Adding a Rule to an Event

Once you have determined which event you want to use, you can apply a rule to the event. This rule is then evaluated, and any associated actions are executed, when the corresponding event occurs in your form.

For more information on applying a rule, see Applying an Action to a Button or Event.

For more information on rules themselves, see About Rules.

Adding an Event to the Events List

You can add an event using the Add Event button at the top of the Actions tab.

Note: This button is only available on the Actions tab.

This type of event is only fired when adding an email link into a workflow. An email is sent and opened by the recipient, and it contains a link. When the link clicked, this newly added event is executed.

The use of added (custom) events is mostly for advanced users. For more information, contact Technical Support.

  1. Click the Add Event button.
    The New Event dialog box appears.
     
  2. Provide an ID for the event in the New Event ID text box, and click OK.
    The event is added to the Events list. 

Example:

Typically, an email action is executed from a form's "Submit" button. Within the associated email, a standard "link" expression (written in DRAT) is present. You email action's body text may look similar to the following:

Hello Mr. <<lastName>>, we have a document for you to review: please use this link to view your document: <<:doc-link:edit>>

To execute a custom event, you would use <<:doc-link:edit:::myCustomEvent>> instead of <<:doc-link:edit>>. (Note that the double colons are necessary for the custom event syntax)

Deleting an Event

You cannot delete an actual event from the Events list. However, you can delete all of the event's associated actions or rules, which means that the event will not affect your form (it will not be executed, even though it is present in the Events list).

For more information, see Deleting an Applied Action or Event.

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