Set actions

Set the value of a field

Set access rights on record

Set the value of a field using IQL

Create a record

Fields. The value of a Text field of the target record is read and used as a username or an e-mail address. Note that Text fields from other tables are also available via Relation fields of the target record.

Roles. A role can be selected as the recipient. In this case, all users of the current application having this role will receive the notification.

Users. The username of the application user accounts.

B and I. For bold and italic style.

{ } Add a field or IQL expression. Click it to display a list of fields of the target table, including system fields. Select or hit Enter to add. You can also start typing the name of field to quickly filter it. To display fields of a related table, add the Relation first, and then type a dot to finally add the desired field, e.g. ${Relation.Field}. Note that only the value is included, i.e., a label or context has to be given, for instance Invoice number: ${"Invoice number"} or The invoice number ${"Invoice number"} was paid on ${"Payment date"}.

Add a link to a form. Use this to add a hyperlink to the selected form.

Show message in popup. Ideal to communicate a message to online users directly on their screen. For those users that are offline at the moment of the message being popped up, they will still get an alert about an unread notification via the Bell icon at the top of the screen.

Fields. The value of a Text field of the target record is read and used as a username or an e-mail address. Note that Text fields from other tables are also available via Relation fields of the target record.

Roles. A role can be selected as the recipient. In this case, all users of the current application having this role will receive the notification.

Users. The username of the application user accounts.

Manually entered. Type an e-mail address and hit Enter to add it. The typed value is checked for compliance with the acceptable syntax for e-mail addresses, but it is the administrator’s responsibility to verify that it corresponds to an actually existing e-mail account.

B and I. For bold and italic style.

{ } Add a field or IQL expression. Click it to display a list of fields of the target table, including system fields. Select or hit Enter to add. You can also start typing the name of field to quickly filter it. To display fields of a related table, add the Relation first, and then type a dot to finally add the desired field, e.g. ${Relation.Field}. Note that only the value is included, i.e., a label or context has to be given, for instance Invoice number: ${"Invoice number"} or The invoice number ${"Invoice number"} was paid on ${"Payment date"}.

Add a link to a form. Use this to add a hyperlink to the selected form.

Numeric, if the target field (i.e., the field which will get the resulting value of the formula) is Number, Date, Date time or Checkbox (checked = 1, if not checked = 0). All values retrieved will be interpreted as numbers, meaning that strings (text) included in the formula will be converted to a number. But if a string cannot be converted, then it will be interpreted as 0. A formula of this type returns a number as a result.

Text/Note, if the target field is Record, Record group, Text, Note, Drop-down, Link or Relation or if there is any string in the Formula box used as parameter (i.e., a text within quotation marks, e.g., moveToRecordGroup("STANDARD")). A formula of this type returns a string as a result. It interprets any value, such as alphabetical and special characters, and even numbers, but treated as text. Date and Date time values need to be converted to a string (toDatePattern, toDateString and toDateTimeString functions) before they are included in this type of formula. For Relation, the Text value provided must exactly match (case-sensitive) an existing Record name of the related table.

(Actual date - Plan date) / D → D: In this case, to return in days a subtraction of.

if (hasRole("MANAGER 1") OR hasRole("MANAGER 2"), "Reviewed by the Manager", 0) → OR: To have an alternative condition in the formula (i.e., at least one the conditions need to be fulfilled to take action)

if (Order total > 1000 AND Status = "Ongoing", Requires approval from Manager = 1, 0) → AND: To have an additional condition in the formula (i.e., both conditions need to be fulfilled to take action)

"Revised on " + Revision date + "by " + Revision user + NEWLINE → NEWLINE: To return a value or concatenation of them in a Note field inserting a new line (i.e., carriage return)

Fields. The value of a Text field of the target record is read and used as mobile number, e.g., the chosen Text field might be called "Mobile phone number" with the value +46706988621. Note that Text fields from other tables are also available via Relation fields of the target record.

Roles. A role can be selected as the recipient. In this case, all users of the current application having this role will receive the notification.

Users. The username of the application user accounts. Prior to this, mobile numbers have to be registered for the users in the User administration form.

Manually entered. A mobile number can be typed manually. It is the administrator’s responsibility to verify that it corresponds to an existing number typed with international format (i.e., +<country code><mobile number>, like +46706988621).

B and I. For bold and italic style.

{ } Add a field or IQL expression. Click it to display a list of fields of the target table, including system fields. Select or hit Enter to add. You can also start typing the name of field to quickly filter it. To display fields of a related table, add the Relation first, and then type a dot to finally add the desired field, e.g. ${Relation.Field}. Note that only the value is included, i.e., a label or context has to be given, for instance Invoice number: ${"Invoice number"} or The invoice number ${"Invoice number"} was paid on ${"Payment date"}.

Add a link to a form. Use this to add a hyperlink to the selected form.

createdusername(Name) from Employee where Project = 'Campaign' and Approved is not null

recordid, Name, createddate(Name), createdrealname(Name), updateddate(Name), updatedrealname(Name) from Employee where updateddate is not null

Customer from Order where recordname in(Order from OrderItem where Total > 10000), note how a query can be nested within a main one.

min(DeliveryDate) from ProductTable where Product = ‘A’ and RelationToShipmentTable = @targetrecord, would return the earliest date not only from all products that are ‘A’ in the whole table, but from a limited bunch of rows that are children of the parent being targeted in the form.

Field from Table where Product = @triggerrecord makes reference of the record that triggers the rule.

round(avg(NumberField1)) from Table1 to remove decimals from the number resulting from average of all values in NumberField1

upper(CustomerName) from CustomerTable would return the Customer name string in uppercase.

substring(TextField, 0, 2) from Table1 would return ABC for a TextField with value ABCDE.

Concatenation is not a function but the || operator can be used for that purpose; e.g.: Text1||'-'||Text2 from Table1 would result in Value1-Value2

geodist(latiude, longitude, latitude2, longitude2), to get the distance in kilometers between two locations (i.e., records).

usergeodist(latitude, longitude), to get the distance in kilometers between a user and a location.