Documentation

You must define the general settings for any action you create.

1. Action Type – here you select the type of action you want to create.
2. Name – give a meaningful name to your action. Your users will recognize the action by that name. Note that you can change the action name at any time without losing any information.
3. Description – give additional information about the action to your users.
4. Run on Events – choose when the action is to be executed. You must select at least one event type, such as New, Edit, Delete or Timer-based.

When creating a timer-based action, you need to specify when the action is supposed to run. There are four options for the action timing:

1. According to a Date/time column (or a calculated column with the output format set to Date/time) - select a date column and specify how long before or after the date you want the action to run. The minimum time period is 1 hour. You can also set the action to repeat up to 100 times with preset intervals.
2. Daily – runs every day at the selected hour
3. Weekly – runs on a specific day of week at the selected hour
4. Monthly – runs on a specific day of month at the selected hour