Action Builder Introduction
The Teamsware Studio Action Builder is a tool that allows you to specify actions which are executed in consecutive order. You can build powerful workflows triggered from a form button, on form load, from a list view, scheduled or event triggered on a SharePoint list or library.
Available actions
Availability
| Action Type | Modern Forms | Page/List Actions | Scheduled/Triggered Actions |
| Control | |||
| Condition | ✓ | ✓ | ✓ |
| Loop: apply to each | ✓ | ✓ | ✓ |
| Scope | ✓ | ✓ | ✓ |
| Form | |||
| Close form | ✓ | - | - |
| Execute script | ✓ | ✓ | - |
| Redirect to tab | ✓ | - | - |
| Refresh Rich Text controls | ✓ | - | - |
| Save form | ✓ | - | - |
| Set field value | ✓ | - | - |
| HTTP | |||
| Send HTTP request | ✓ | ✓ | ✓ |
| Navigation | |||
| Open form | ✓ | ✓ | - |
| Open web page | ✓ | ✓ | - |
| Reload | ✓ | ✓ | - |
| Notifications | |||
| Send email | ✓ | ✓ | ✓ |
| Send internal email | ✓ | ✓ | ✓ |
| Show a message | ✓ | ✓ | - |
| Office files | |||
| Generate Word document | ✓ | ✓ | ✓ |
| Merge Word documents | ✓ | ✓ | - |
| PDF | |||
| Convert to PDF | ✓ | ✓ | ✓ |
| Insert image to PDF | - | - | ✓ |
| QR Code | |||
| Generate QR Code | - | - | ✓ |
| SharePoint | |||
| Add list item | ✓ | ✓ | ✓* |
| Copy document | ✓ | ✓ | ✓* |
| Copy folder | ✓ | ✓ | ✓* |
| Create new folder | ✓ | ✓ | ✓* |
| Create shared link | - | - | ✓* |
| Delete item | ✓ | ✓ | ✓* |
| Get items | ✓ | ✓ | ✓ |
| Move document | ✓ | ✓ | ✓* |
| Start workflow | ✓ | ✓ | - |
| Update item | ✓ | ✓ | ✓* |
| Upload document | ✓ | ✓ | - |
| Variable | |||
| Set variable | ✓ | ✓ | ✓ |
* In Scheduled/Triggered actions only adding item on the list from the current site is available.
M365 actions
| Action Type | Modern Forms | Page/List Actions | Scheduled/Triggered Actions |
| Groups | |||
| Add group to lifecycle policy | - | - | ✓ |
| Create group | - | - | ✓ |
| Delete group | - | - | ✓ |
| Get group activity | - | - | ✓ |
| Set group lifecycle policy | - | - | ✓ |
| Update group | - | - | ✓ |
| OneNote | |||
| Clone note | - | - | ✓ |
| Planner | |||
| Clone plan | - | - | ✓ |
| Create bucket | - | - | ✓ |
| Create plan | - | - | ✓ |
| Create task | - | - | ✓ |
| Delete task | - | - | ✓ |
| Update task | - | - | ✓ |
| Teams | |||
| Add members to channel | - | - | ✓ |
| Add members to tag | - | - | ✓ |
| Add members to team | - | - | ✓ |
| Clone channel | - | - | ✓ |
| Clone team | - | - | ✓ |
| Create channel | - | - | ✓ |
| Create invite | - | - | ✓ |
| Create meeting | - | - | ✓ |
| Create tab | - | - | ✓ |
| Create tag | - | - | ✓ |
| Create team | - | - | ✓ |
| Create team from existing group | - | - | ✓ |
| Get channel | - | - | ✓ |
| Get team | - | - | ✓ |
| Remove members from channel | - | - | ✓ |
| Remove members from tag | - | - | ✓ |
| Remove members from team | - | - | ✓ |
| Send message | - | - | ✓ |
| Update channel | - | - | ✓ |
| Update tab | - | - | ✓ |
| Update tag | - | - | ✓ |
| Update team | - | - | ✓ |
Note: in case you don't see these actions, please contact info@teamsware.eu
Variables
In theManage Variablesdialog you can configure and initialize variables and use them in any subsequent action. When a variable is used in any action it can't be renamed anymore.
Note: Variables are not available in other places of Modern Forms/List Actions or Scheduled/Triggered actions, only in the same action flow context.
To getVariablesvalue use placeholders that are located in theVariablestab in theExpression Builder
Action outputs
This allows you to access outputs from previous actions. This is a list of available action outputs:
- Execute script
- Save form
- Set variable
- Send HTTP request
- Generate document
- Add list item
- Create new folder
- Update item
- Upload document
- Move document
- Get items
- Loop: apply to each
To getOutputsvalue use placeholders that are located in theActionstab in theExpression Builder
For more information read separate articles ofavailable actions.
Copy to action or control
You can copy a single action or a block of actions in the control:ConditionorLoop: apply to each.
There are two options how to copy actions or controls:
- Using theCopybutton available on the ellipsis/config button of each action. Copied action will be added to the clipboard and appears on the top of the action list displayed with a green dashed border:
- Using combination Ctrl + Drag and simply paste this action. This option doesn't store action in the clipboard
Note: Copied action stored in clipboard and depending on browser or browser mode you can see confirmation to allow read permission for clipboard. This should be done once per tenant
Disable a specific action
You can simply disable an action without deleting it e.g. for testing purposes. This action does not want to be executed.
Add a condition
Set a dynamic condition (Expression) whether an Action should be executed or skipped in runtime.
Execute asynchronously
This option is available forSend emailandGenerate documentactions.
With this activated option the next action will start immediately and is not waiting until the asynchronously action ended in runtime.
Export/Import actions
Configured actions can be exported to a .json file for importing on other Modern Forms buttons, Command Bar actions, List Actions, Scheduled and Triggered Action.
Usability features
- Search actions -looking for an action type? just search for it.
- Drag and Drop- add, move and copy actions using drag & drop
- Rename action -double click on Action name switch you to edit mode for renaming
- Add a note to each action- it is useful to have note in action in case of many actions
- Expand/Collapse Action Builder- to see more of your actions expand it to full page
- info icons -they are available on all actions with links to the articles for better understanding how to use it
Supported browsers
- Microsoft Edge (Chromium)
- Google Chrome (latest released version)
- Mozilla Firefox (latest released version)
- Apple Safari (latest released version)
- Brave Browser (latest released version)
Related Articles
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