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      Creating an IFS Cloud Form Action Type

      How to create an IFS Cloud form action type

      Form actions are processes that are triggered when responses are made on a form. An IFS Cloud form action type integrates FormsPro data with IFS using steps 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 IFS Cloud as the form action type, then name the form action. The form action is the name for the set of information you’re triggering. Because you can create multiple actions for each form, use a name that will help you identify the information in the action. For example, let's say you want to update the work order status in IFS. You could set up a form action event on a Work Order Status select field on a form to update this status.
      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 the HTTP verb method and enter the request URL. You can include a merge field in the URL too, if applicable. Consult the documentation for your endpoint for guidance on which HTTP verb should be used.
      8. Enter authentication information and insert the form merge fields.
      9. Continue adding steps as needed.
      10. If you want to preview the information that is going to be sent, click Preview to open the Preview window. Select the form submission to view a preview of the form action.
      11. Click Save, then click OK to close the Form Settings window.
      12. In this example, a form action event is added to the Work Order Status select field. 
      13. Click (Save button) on your form to save the form action.
      14. When a selection is made from the Work Order Status select list, the form action event is triggered.
      15. Verify the form action was executed successfully using the Form Actions Log.