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3 BPMN Actions

3.0 Execution Modes for BPMN Actions

For each BPMN action configurable within the processes (Figure 1), one of the following execution...

3.1 Create entity

This action allows you to create records for entities within the system (standard or custom modul...

3.2 Update entity

This action allows updating an entity (instance of a module) directly involved in the process or ...

3.3 Delete entity

This action allows you to delete an entity (module instance) involved within the process. PLEA...

3.4 Send Notification

This action allows internal notifications to be sent to system users viewable in the “Notificatio...

3.5 Send Email

This action allows you to send automatic emails with the possibility of attaching documents and l...

3.6 Send Newsletter

This action allows you to send a newsletter directly from the process, linked to a static or dyna...

3.7 Create PDF

This action allows you to create a PDF document using a template defined in the "PDFmaker" sectio...

3.8 Reset Dynamic form

As of version 25.02.2, it has been renamed "Reset dynamic form." This action relates to the use o...

3.9 Cycle Rows

This action allows you to cycle and then dynamically manage the rows of a table field or a produc...

3.10 Reset Conditional Fields

This action refers to the use of process-side conditional fields. In fact, it is possible to set ...

3.11 Link Entities and Link Static Entities

LINK ENTITIES This action allows to relate between them 2 dynamic entities that present a relati...

3.12 Transfer Relations

This action allows to transfer/copy related entities from one entity to another in the process.In...

3.13 Insert Table Row and Insert Product Row

INSERT TABLE ROW This action allows you to insert rows in a table field (Figure 1 and 2) NOTE: ...

3.14 Copy the Products Block

This action allows you to copy the product block between entities involved in the process. (Figur...

3.15 Call External Web Service

Allows you to call an external REST-type Web Service previously configured in Settings -> Busines...

3.16 Cycle Related Records

This action allows you to use records (instances of a module) that have a 1- N or N - N relations...

3.17 Import Actions from...

This feature allows you to duplicate an action that has already been configured, either within th...

3.18 Cycle Record

Starting with version 26.07, an action has been implemented that allows you to use records from a...