Define Form Actions

Form actions enable you to:

  • change a record's business status
  • generate a report
  • run a server side script
  • run a business decision matrix
  • call a formula.

Once defined, you can use form actions that can be triggered on-demand, for example by adding a form action to a form button. For more details on how to add the form actions to the buttons, check the Buttons section.

Create a Form Action

  1. On the configuration page of the form, click the Actions tab. Two grids are displayed : one is Form Actions and the other is Action Group.
  2. At the top of the Form Actions section, click Insert.
  3. In the Form Action window:
    1. Enter a name for the form action.
    2. Click the Plus () sign next to the execute label to add a command.
    3. Click the labels in the command to select the desired operands such as change business status from status/ generate digital document/ call custom processor/ call business matrix/ call a formula with mapping. Then, select the status/ the document/ the processor/ the matrix.
    4. Go back to step b. if you wish to add additional commands. To remove commands from the list, click the button.
    5. Click Save .

Available Form Action Commands

Command Description Operands Examples
Change Business Status from Status Changes the record's workflow status based on the entity's attached business workflow. For details, see the Business Workflows Processor documentation.
  • Initial status
  • Final status
 Change the status from Draft to Active
Generate Digital Document Generates a predefined report. For details, see Analytics. Report name. Generate a contract or an agreement
Call Custom Processor Runs a predefined on-demand server automation script. For details, see Create On-demand Server Automation Scripts. Server automation script name. Call the E-sign processor or an endpoint.
Call Business Matrix Runs a predefined business decision matrix. For details, see the Business Decisions Processor documentation. Business decision matrix name. Call the eligibility matrix.
Call Formula with data mapping Runs a predefined formula for calculation of input data. See Use Business Formulas in a Digital Journey. Business Formulas Call the formula for calculating the policy of an insurance.

Attach an endpoint in Form Action

In app data forms, in Form Actions, a user can map between an automation script input/output parameters and form attributes.

  1. Create one Platform Data Entity that is default for a app data form.

  2. Create a server script with Input Parameters and the Output structure is one of the following, depending on your needs:

    • [none]
    • “Entity"
    • “Custom“
    • “Boolean“.

    If the endpoint has no output structure type, then no output mapping form is displayed. For more details, see Create On-demand Server Automation Scripts.

  3. In the FintechOS Studio main menu, navigate to Servicing > Service Extension Apps > App Data Forms
  4. Open the Actions tab and, in the first grid, click Insert.
  5. Insert a name for the action.
  6. Click the execute button and select the ''Call custom processor''.
  7. Select from the drop-down the endpoint created.
  8. Map the input attributes.
  9. Map the output attributes.

  10. Click Apply. Click Save.
  11. Click Save and close.