Steps

Hides the selected controls from the form

Displays the selected controls from the form

Locks the selected controls on the form

Locks the selected section related controls on the form

Locks the selected tab related controls on the form

Unlocks the selected controls on the form

Unlocks the selected section related controls on the form

Unlocks the selected tab related controls on the form

Marks the selected columns as required on the form by displaying a red asterisk (*) next to the column’s title.

Marks the selected columns as recommended on the form by displaying a blue plus sign (⁺) next to the column’s title.

Marks the selected columns as optional on the form

Sets focus on the selected tab by navigating to the tab on the form.

Clears the value of the selected columns

Displays a loading spinner, which is a visual indicator used to show that a process is in progress and that the user should wait for it to complete. The spinner will be displayed on the user interface until you use the Hide Loading Spinner step.

Removes the loading spinner from the user interface once the process is complete. This step is necessary to ensure that the spinner is not displayed indefinitely. Once the Hide Loading Spinner action step is selected, the spinner will be hidden from the user interface.

Updates the form data in the background, without reloading the page. This ensures that any changes made to the form will be immediately reflected.

Saves the record asynchronously, which means that the saving process will occur in the background. This allows you to continue with other tasks without waiting for the save to complete.

Stops any default behavior that is expected to happen, for example, you can stop navigating to the next step in the Business Process Flow if the record doesn’t qualify to pass to the next step. Another example, is to not open the lookup field when the user clicks on the lookup record tag. This allows you to extend and change the behavior and apply a custom one in a supported way.

Displays an error message on a specific control.

Removes an error message that has already been set.

Filters the contents of a lookup table based on specific criteria. By using this action step, you can create a subset of the original table that only includes rows that meet certain conditions. This can be useful for a variety of purposes, such as identifying specific records within a larger dataset or simplifying the data that is displayed to the user.