Workflow Actions

Actions are executed after an event is triggered and all conditions (if any) are met.

Workflows can be made up of multiple actions, which are in turn, executed sequentially.

Workflow actions

Creating new Records

This action will let you add new App Records that will eventually be created when your specified event is triggered.

When selecting this action, you need to choose a specific App. This is where the new record will be created.

Once you select an App, you can set the Field values for the new record.

When setting Field values, you can choose between two options:

  • Custom Value - This will let you set a constant value that is automatically set once the Workflow is triggered.
  • Copy Field Value - This will let you set a Field value that is extracted from the Record that triggered the Workflow.
Action create

If there is an existing relationship between the App that triggered the Workflow and the App where you are creating the new Record, you can link the two Records together.

For example, when a new project is created, you can create a set of Tasks and link them to that particular Project.

Action create relationship

Updating the Workflow Record

This action will let you update the Record that initially triggered the Workflow.

You can use this action to automate manual processes, enforce data entry rules and improve data integrity.

For example, if you are using the Kanban View to drag & drop Projects between different statuses, this action can help you automatically update specific Field values when the Project Status is changed.

In the following example, when the Project Status is changed, we're automatically adding Ella Smith to the Responsible team members and setting the Project priority to High.

Action update

Send notification

This option lets you send a custom notification to multiple members of your team. You can choose to notify the:

  • Record followers
  • Users selected in any Link to User Field
  • Anyone in your workspace (including Lite Users)
Action notification

You can use @FieldName to write down Field values in your notification message.

Send email

This option lets you send an email to:

  • Email addresses used in any Email Field
  • Users selected in any Link to User Field
  • All Users in your Fusioo account
  • Any custom email address

The From address must belong to one of the Users in your Fusioo account.

Action email

You can use @FieldName to write down Field values in your email message.


Attachments

You can attach documents from File fields available in the record that triggered the workflow or any related records.

There are some restrictions in place to satisfy rules set by email providers.

  • A single attachment can't be larger then 10Mb.
  • The total size of attachments can't be larger then 24Mb.
  • File names must be unique.

If any of those restrictions isn't met, the email is still sent. However, the respective attachment is not included.


Emailing related records

This option lets you use related records from connected Apps to send emails.

For example, you might have an App Relationship between your Tasks and Contacts App.

This means that each task can be related to a contact or multiple contacts. When you select Email related records, each contact will receive an email when a workflow is triggered on a specific task.

Action email relationship

You can use @FieldName to write down Field values from the connected App in your email message. This way each email message will be specific to the person receiving it.

Sending a Webhook

Webhooks are a simple way with which Fusioo can "speak" to other applications and notify them automatically when something new happens.

This is done by sending record information in the form of a JSON message, to a URL of your choice.

Webhooks

The JSON message formatting can be changed to satisfy the format required by the application receiving the data.

For example, to send a message in a Slack channel, you can change the previous JSON message to:

Webhook Message

Technical Information

Before sending a webhook event, the JSON payload is validated. If the JSON is invalid, the webhook is not sent.

A webhook event is considered successful when the response status code is 200 (OK).


Retry Procedure

A webhook event will timeout after 60 seconds if no response is received.

The request is retried for 2 more times. If there is no response after 3 requests, the webhook event will be marked as failed.

The workflow activity log will display the reasons why the webhook event failed.

If the webhook contains invalid JSON, the request is not retried.


Security measures

A "fus-signature" field is included in the request header, this field will contain a SHA256 HMAC signature. For example:

fus-signature:48bacf789fd3161b377a67f334668468e7984ad26c2817ec...

This signature is added to make it easy for you to check that the request originated from Fusioo and that the payload content wasn't manipulated.

The signature is generated for each request, by hashing the payload using a secret token.

This token is unique for your account (all users in your account will see the same secret token) and is displayed under each webhook action.

Webhook Token

To verify that the content was not manipulated, you need to hash the request body with the secret token displayed in the webhook action. The result should match the signature contained in 'fus-signature'.

Update Form layout and validation

This option lets you make dynamic changes to the form, based on a specific set of conditions, while the User is manually entering data.

The conditions are checked and triggered both when the form is initially loaded and when a User manually makes changes.

Some use cases include:

  • Set certain Fields as required when a project is marked as complete.
  • Make data entry easier, remove clutter from your form and only show certain Fields (or entire Field Sections) depending on the values of other Fields.

Looking at the example below, the Project Closeout Section (and all Fields in that section) are displayed only when the status of the Project is set to Complete.

Apart from being displayed, some Fields within that section are also marked as required.

Layout Action
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