Form section form actions

If the value of the Action Type property is Form, the response to the action is to create a record and run synchronous workflows. This option is available only if the check box for the Popup property is selected.

The additional action properties when the value of the Action Type property is Form follow:
Popup Module
The value of this property is the name of the module that contains the form to be used for editing records created by this action. The drop-down list for this property contains the names of all modules.
Popup Form

The value of this property is the name of the form to be used for editing records created by this action. This also determines the type of record created by this action. The business object used by this action to create records is the business object associated with the form named by this property.

The drop-down list in this property contains the names of forms in the module named by the value of the Popup Module property.

Pre Form Workflow

The value of this property is the name of a synchronous workflow that runs before the user can edit the record created by this action. The Pre Form Workflow runs after the record is physically created.

The workflow can navigate from the record being edited by this form to the newly created record by using the association specified by the Association property.

If this property does not have a value, then no workflow runs before the window pops up.

The drop-down list for this property contains the names of synchronous workflows associated with the business object associated with the form selected in the Popup Form property. The workflow you select from this list is the workflow that runs when this action is triggered. The selected workflow runs instead of the workflow defined for the business object as the Pre-Create Workflow property in Data Modeler. Pre-Create workflows are discussed in Viewing business object properties.

The name of this property is a hyperlink. Clicking the name of this property opens the definition of the selected workflow.

Note: This Pre Form Workflow should not be confused with the Pre-Popup Workflow that is used with state transition actions. The latter cannot be used to manipulate forms through workflow mappings. The form in the Popup Form property will be displayed only and cannot be changed or manipulated by using this workflow or its mappings.
Workflow

The value of this property is the name of a synchronous workflow that runs after the person using the form has finished editing the record this action created. More precisely, this workflow runs after the person editing the newly created record initiates an action that changes the state of the newly created record to a state other than null and then closes the window that the record was in.

The workflow can navigate from the record being edited by this form to the newly created record by using the association specified by the Association property.

If this property does not have a value, then no workflow runs after the newly created record has been edited.

The drop-down list for this property contains the names of synchronous workflows associated with the business object associated with this form. The workflow you select from this list is the workflow that runs when this action is triggered.

The name of this property is a hyperlink. Clicking the name of this property opens the definition of the selected workflow.

Save On Form Popup

If the check box for this property is not selected, the underlying parent record is not saved after the popup renders.

If the check box for this property is selected, the system saves the underlying parent record data as soon as the popup is rendered.