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      Creating a Stored Procedure Form Action Type

      How to create a stored procedure form action type

      Form actions are processes that are triggered when responses are made on a form. A Stored Procedure form action type executes stored procedures to integrate FormsPro and other solutions to perform the action and/or retrieve information. If you are unfamiliar with information in this procedure, contact your IT department.
      1. Open the form for which you want to add a form action.
      2. Choose (Form Settings), then scroll to the right and click the Form Actions tab.
      3. Click (Add button) to open the Create Form Action window.
      4. Select Stored Procedure as the form action type, then name your form action. This is the name for the set of information that is triggering the action. Because you can create multiple actions for each form, use a name that helps you identify the information in the action. For example, let's say you want to retrieve information about the team lead on a user's team.
      5. Click(Add Step) to create a step for the action. If the form contains a repeatable group, or a dynamic table with rows/groups in it, you can click (Add Step Group button) to create a step group for the action. You will need to select the iteration target. 
      6. Enter a label for Step 1.
      7. Select a database connection.
      8. Select the stored procedure that contains all the stored procedures in the database specified by the data connection. The parameters of the stored procedure are displayed, including the parameter name and parameter type.
      9. On the Input Parameters tab, specify the source type:
        Select Form Field to map a field on the form to a parameter in your stored procedure. Then select the input value. The Value field is the name of the form field.
        Select Value to map a static value to a parameter in your stored procedure, then enter that value in the Value field.
        Select None to not assign a mapping which will then remove the parameter from the call to the stored procedure. This is especially useful for parameters that have default values defined when the parameter is not passed.
      10. Click the Output Values tab to specify the form action information retrieved.
      11. Click + Add Output Value to add each output value you want to populate.
      12. Continue adding steps as needed.
      13. Click Save, then click OK to close the Form Settings window.
      14. In this example, an Action button is added to the form that will execute the action.
      15. Click (Save button) on your form to save the form action.
      16. To test the action, click (Preview).
      17. Verify the form action was executed successfully using the Form Actions Log.