Action Nodes
Introduction
Action nodes refer to nodes where tasks in your business process are handled. You can perform actions at these nodes, such as processing data, making queries, perform calculations, and call a plugin.
Feature overview
In Automations Pro, there are eight types of action fields which are classified into two categories.
Basic Nodes
Basic nodes, which play crucial role in Automations Pro, contain three nodes: Add record, Update record, and delete Record. These nodes enable you to perform different actions upon target forms, providing flexible and efficient methods for data management.
1. Add record
When Automations Pro run at the Add record node, it can add one or more records to your selected target form based on custom values or the data stored at the preceding nodes.
2. Update record
When Automations Pro run at the Update record node, it can update the data specified at the node, or the existing data in the target form that meets the conditions. If no corresponding data is found, Automations Pro will add new data directly.
3. Delete record
When Automations Pro run at the Delete record node, it can delete the existing data in the target form that meets the conditions or the data specified at the preceding node.
Advanced Nodes
Advanced nodes equip Automations Pro with more powerful capability to process data. You can perform calculations upon more data and call plugins to meet complex business requirements. These nodes can be categorized into three types based on their features:
- Query nodes: Query record, Query records
- Path node: Add path
- Calculation nodes: Add formula, Add plugin
- 1. Query record
Query record refers to querying a certain record in your selected target form. The query result can be used at the subsequent nodes.
2. Query records
Query records refers to querying multiple records in your selected target form. The query result can be used at the subsequent nodes.
3. Add path
The Add Path node enables you to can add multiple paths in an automation, so Automations Pro will perform actions according to different conditions. This type of node support orderly run (run paths in a sequential order), parallel run (run multiple paths simultaneously), and conditional run (run paths based on conditions you set).
4. Add formula
Add formula enables you to perform calculations on the data stored at the preceding nodes via formulas. The results can be used at the subsequent nodes.
5. Add plugin
Add plugin enables you to convert, process, validate data, and send notifications in Automation Pro by calling plugins. The results can be used at the subsequent nodes.
Notes
1. Data captured at the trigger node in Automations Pro is stored and can be used at subsequent action nodes. During a single run of Automations Pro, the original values of this trigger data remain accessible and usable across different nodes, even if you update or delete the trigger data later in the process.
2. When you use the data of preceding nodes to filter data, assign value, or perform calculations at the subsequent action nodes, if the data does not exist:
- The data has been deleted.
- You use the Query record or Query records node to query data, but the result is empt.
Then it will influence the execution result of the nodes, the details are as follows:
Scenario | Description |
As the filter value of a filtering condition | The result of this filtering condition is empty. If there are multiple filtering conditions set in the node, then the influence is different under different relationships between conditions:
|
As the matching values of the following conditions: Branch conditions Data modifying conditions (including matching and filtering) | The matching result of this condition is empty. Namely:
|
Assign value to a field | Adding value assignment: assign empty value to the field Modifying value assignment: skip modifying that field |
Participate in the calculation of the following nodes: Plugin Nodes Calculating Nodes | Participate in the calculation as empty value |