Steps
This page contains the list of action steps that can be used to when creating custom client-side business logic in UX Flows
Basic Action Steps
Hide
Hide
Hides the selected controls from the form
Display
Display
Displays the selected controls from the form
Lock
Lock
Locks the selected controls on the form
Lock Section Fields
Lock Section Fields
Locks the selected section related controls on the form
Lock Tab Fields
Lock Tab Fields
Locks the selected tab related controls on the form
Unlock
Unlock
Unlocks the selected controls on the form
Unlock Section Fields
Unlock Section Fields
Unlocks the selected section related controls on the form
Unlock Tab Fields
Unlock Tab Fields
Unlocks the selected tab related controls on the form
Set as Required
Set as Required
Marks the selected columns as required on the form by displaying a red asterisk (*) next to the column’s title.
Set as Recommended
Set as Recommended
Marks the selected columns as recommended on the form by displaying a blue plus sign (⁺) next to the column’s title.
Set as Optional
Set as Optional
Marks the selected columns as optional on the form
Set Focus
Set Focus
Sets focus on the selected tab by navigating to the tab on the form.
Set as Empty
Set as Empty
Clears the value of the selected columns
Show Loading Spinner
Show Loading Spinner
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.
Hide Loading Spinner
Hide Loading Spinner
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.
Refresh
Refresh
Updates the form data in the background, without reloading the page. This ensures that any changes made to the form will be immediately reflected.
Save
Save
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.
Cancel Default Behaviour
Cancel Default Behaviour
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.
Set Error on Control
Set Error on Control
Displays an error message on a specific control.
Attention: When setting an error on a new control, remember that the Unique Id you choose must be different for each error notification. If you use an already existing Id, you won’t be able to create your notification.
Tip: Use a short Unique Id for easier identification.
Remove Error on Control
Remove Error on Control
Removes an error message that has already been set.
Filter Lookup Tables
Filter Lookup Tables
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.
Separate tables by using a comma ”,”
Use the logical name of tables, for example: "contact,account,new_x"
Advanced Action Steps
Condition
Branches the flow conditionally
Condition
Branches the flow conditionally
Loop
Loops over a list of items
Loop
Loops over a list of items
Set Variable
Updates a variable's value
Set Variable
Updates a variable's value
Add Form Notification
Displays a form-level message
Add Form Notification
Displays a form-level message
Remove Form Notification
Clears a form-level message
Remove Form Notification
Clears a form-level message
In-App Notifications
Sends an In-app notification to a specific user
In-App Notifications
Sends an In-app notification to a specific user
Add App Notification
Add an global app level notification for the user
Add App Notification
Add an global app level notification for the user
Alert User
Displays an alert dialog for the user
Alert User
Displays an alert dialog for the user
Confirm User
Displays a confirmation dialog for the user
Confirm User
Displays a confirmation dialog for the user
Display Error
Displays an error message
Display Error
Displays an error message
Open View
Navigates to a table view
Open View
Navigates to a table view
Open Record
Navigates to a table record
Open Record
Navigates to a table record
Open Dashboard
Navigates to a dashboard
Open Dashboard
Navigates to a dashboard
Open HTML Webresource
Navigates to an HTML webresources
Open HTML Webresource
Navigates to an HTML webresources
Open a custom page
Navigates to a custom page
Open a custom page
Navigates to a custom page
Create View Side Pane
Opens a side pane with a table view
Create View Side Pane
Opens a side pane with a table view
Create Record Side Pane
Opens a side pane with a table record
Create Record Side Pane
Opens a side pane with a table record
Create Dashboard Side Pane
Opens a side pane with a dashboard
Create Dashboard Side Pane
Opens a side pane with a dashboard
Create HTML Side Pane
Opens a side pane with an HTML Webresource
Create HTML Side Pane
Opens a side pane with an HTML Webresource
Create Custom Page Side Pane
Opens a side pane with a custom page
Create Custom Page Side Pane
Opens a side pane with a custom page
Close Side Pane
Closes a side pane
Close Side Pane
Closes a side pane
Expand Side Pane
Expands the side pane
Expand Side Pane
Expands the side pane
Collapse Side Pane
Collapses the side pane
Collapse Side Pane
Collapses the side pane
Create Record
Creates a record in Dataverse
Create Record
Creates a record in Dataverse
Update Record
Updates a record in Dataverse
Update Record
Updates a record in Dataverse
Delete Record
Deletes a record in Dataverse
Delete Record
Deletes a record in Dataverse
Get Record
Retrieves a single record from Dataverse
Get Record
Retrieves a single record from Dataverse
Get Records
Retrieves a list of records from Dataverse
Get Records
Retrieves a list of records from Dataverse
Get Records with FetchXml
Retrieves a list of record from Dataverse using FetchXml
Get Records with FetchXml
Retrieves a list of record from Dataverse using FetchXml
Custom Code
Runs a custom JavaScript Code
Custom Code
Runs a custom JavaScript Code
Fire attribute on change
Fires on change trigger of a specific attribute
Fire attribute on change
Fires on change trigger of a specific attribute
Wait
Add a waiting time to your flow
Wait
Add a waiting time to your flow