Configuring actions

When you add an action to your flow, you'll see a set of fields where you can specify data that will help perform that action. Based on the type of action, you can specify text values in the fields, select mapped fields from previous nodes in the flow to use as input, apply JSONata expressions to transform the input or output data, apply filters, and configure error handling. You can also define your own data properties and expose them as custom fields, and can switch to advanced mode editing for enhanced capabilities.

Note: Most applications or APIs enable you to perform the basic create, retrieve, update, or delete (CRUD) actions on their objects. For example, you can create leads or contacts in CRM applications such as Insightly or SugarCRM, retrieve records from database systems such as IBM Db2 or Oracle Database, or invoke POST operations on an API. Other applications can, however, contain specialized actions to suit their function. For example, a file management application such as SFTP provides a rename action for files and folders, and IBM Watson Tone Analyzer provides a Get tone analysis action to identify the tone of text, such as to perform sentiment analysis on new Salesforce case. For more information about how CRUD actions work in App Connect, see CRUD actions. to your flow, you'll see a set of fields where you can specify data that will help perform that action. Based on the type of action, you can specify text values in the fields, select mapped fields from previous nodes in the flow to use as input, apply JSONata expressions to transform the input or output data, apply filters, and configure error handling. You can also define your own data properties and expose them as custom fields, and can switch to advanced mode editing for enhanced capabilities.

For some action types, you also need to select values for some configuration options and ensure that prerequisites are met in the source application itself. For example, to add an action to create a new message in Slack, you'll need to select the name of a Slack channel or user where you want to post the message, and therefore need the channel or user to exist in Slack before you can configure the action in your flow.

Figure 1. New Slack / Create message action, showing the configuration field to select a channel or user to post messages to
New Slack / Create message action, showing the configuration field to select a channel or user to post messages to