Actions

Learn about the actions that workflows can perform

Workflows can perform a wide range of actions. When building a workflow, you can define the sequence of actions that will be performed when the workflow is triggered.

You can add an action at any point in the sequence. However, if the previous node produces no output, only some actions will be available to add.

Note

To understand how items get passed between actions, see Inputs and outputs.

Root nodes

The sequence always starts with a root node that represents the workflow's properties. If the root node produces no output, only some actions will be available when adding the first node.

Icon	Root node	Description	Output	Default Mode
Same as the design/interface	Event	Triggers when an item of the configured design/interface is created, updated or deleted	The triggering item	One workflow per trigger item
Same as the design/interface	Manual	Triggers on demand, against one or more items of the configured design/interface	The triggered item(s)	Many trigger items per workflow
	Manual (no set design)	Triggers on demand	None	N/A
	Schedule	Triggers on specific dates or regular intervals	None	N/A

Actions

When adding an action, the available actions are listed in the left panel. Use the tab bar to switch categories.

Icon	Action	Description	Availability	Input	Output
	Add Links	Add one or more items to a Link attribute on the input item(s)	If input is available	Item(s) from the previous node	The edited item(s)
	Clone Item	Create a copy of the input item(s)	If input is available	Item(s) from the previous node	The new clone item(s)
	Create Item	Create a new item of any design	Always	None	The new item
	Delete Item	Delete the input item(s)	If input is available	Item(s) from the previous node	None
	Edit Item	Edit the properties and attributes of the input item(s)	If input is available	Item(s) from the previous node	The edited item(s)
	Output	Fetch specific items or JSON data for the workflow to act on	Always	None	The specified item(s) or data
	Remove Links	Remove one or more items from a Link attribute on the input item(s)	If input is available	Item(s) from the previous node	The edited item(s)
	Stop	Conditionally halt execution for subsequent actions in the branch	Always	None	None

Manual workflow

Icon	Action	Description	Availability	Input	Output
Same as parameter design	Manual workflow reference	Perform a manual workflow during the current workflow	If the manual workflow has a unique parameter design set	Item(s) from the previous node	Item(s) output by the manual workflow

Mesh

Icon	Action	Description	Availability	Input	Output
	Call Mesh	Contact a Push or Pull Mesh endpoint	Always	Item(s) from the previous node	None (Push) The endpoint's response (Pull)

Messaging

Icon	Action	Description	Availability	Input	Output
	Http Request	Send an outgoing web request	If input is available	Item(s) from the previous node	None
	Message	Send an email or SMS to one or more recipients	Always	None	None
	Run Report	Run a standard or custom report	Always	None	The generated report item

Relation

Icon	Action	Description	Availability	Input	Output
	Filter	Exclude input items that don't meet the given criteria	If input is available	Item(s) from the previous node	The filtered item(s)
	Query	Fetch qualifying items for the workflow to act on	Always	None	The queried item(s)
	Relation	Travel the data structure to fetch the parent or child item(s) linked to the input item(s)	If input is available	Item(s) from the previous node	The linked item(s)