Documentation

Advanced settings give you additional control over the execution mode of the action. All of the settings are optional.

1. Manual execution – the action is executed when a special Execution column is clicked in any view or in the Display form. The corresponding column is generated automatically, with the name identical to the name of the action. This action can optionally be added to the context menu and to the ribbon. Redirect on success - you can specify a URL address to which the page will be directed only upon successful execution of the action. Note: in Microsoft 365, there is no option to use a column or have a separate Action ribbon button, all manual actions are executed only through a dialog.
   With manual actions, you can specify parameters to be passed to the action. Users will be presented with a form to fill in the parameter values. The parameters can then be used in the action settings in a manner similar to column values, such as for settings values and/or for conditions.
2. Execute every time – specify whether or not the action is executed each time the target event occurs. This setting is only relevant for actions running on the Edit event. If the action execution ended with error, the action will still be executed again, until the outcome is success or warning. Note that once the action is executed, it stops appearing in the list of actions to be performed shown by the action column.
3. Halt on failure– when checked, the subsequent actions are not executed if the current action fails for any reason. Otherwise, the action is skipped and the next action is executed following the preset order of actions.
4. Custom Message - optionally specify message to be logged for warnings and errors.
5. Send errors to - specify an email address to send action execution error (optional).
6. Impersonation – by default all action run in the security context of the user who added, updated or deleted the item. Some actions, such as Create List or Manage Permissions, require a higher permission level than the one most users possess. By checking the Impersonation checkbox you allow the action to be run in the security context of an administrator with maximum permissions. You should exercise caution when using this setting and be certain that this is what you really want. Each action has a separate Impersonation setting, allowing impersonation for one action does not automatically affect other actions. This option is not available when the Office 365 app is installed from Office Store, but can be activated when the app is downloaded from our website. In that case the app executes under its app-only permissions.
   Note that impersonation does not apply to timer-based action, which run under the account of the SharePoint timer service or app permissions (for Office 365 apps).
7. Synchronous – executes the action before the item is actually added or updated. Does not cause an additional updates for the item. Only applicable for New and Edit events.
8. Cancel on error – only applicable when executing synchronous actions. Prevents the item from being saved when the action results in error.
9. Custom message – custom error message when item saving is cancelled. If left blank, the source error message is shown.