You can use the following to execute various actions during an event. Note that using filters requires a basic understanding of SpEL and the Blue Relay API.
Event Action Conditions
Event Actions have an optional field "Condition" which can be found by toggling "Show Condition" in the Edit Action modal. Conditions are SpEL expressions. If specified, the action will only execute if this condition is met.
Action | Description |
Activate Workflow | Activate a workflow against the current Item in context (usually a file/folder). Workflow Select a workflow Activation date Pick a date or enter duration [5 days] on when the workflow should activate. See here for more details: How Is a Workflow Activated? |
| Add Item Permissions | Configure the actions that a User, Team, or Company are allowed to denied from taking against an item in the system (files, folders, forms, etc) using the permissions module. See here for more usage details: Understanding Permissions See here for role details: Specific Roles and Descriptions |
| Add Sharepoint Permissions | Same as above but specific to Sharepoint Integrated files. Add Entities: Enter the Blue Relay IDs of the Users, Teams, or emails the rule impacts. ie "123" or "[123, 123]", or "[hello@email.com, world@email.com]". Add Permissions: Enter a SharePoint configured role name. ie "Role1" or "[Role1, Role2]". View detailed Sharepoint Permissions here: Blue Relay SharePoint Integration |
| Answer Question | Automatically answer a question on a form. Forms are activated and utilized by workflows or tasks to gather user input. Answers can be automatically computed with direct answers or SpeL expressions. Form Name: Select the name of the form. Question: Select a question from the previously selected form. Owner: Specify the Blue Relay ID of the user that would be credited as author of the question. Answer: A text answer or SpEL expression to automatically populate the question with. When this event action is triggered, it searches the calling task for a linked form matching the form name previously configured in the event. If it cannot find a matching form, it will not complete. More information about Forms used in Workflows here: Forms More information about Form Question configuration here: Add Questions |
| Change Status | Changes the Status of files/folders Status: Select from the pre-existing status dropdown lists See here for more details: Event Action - Change Status |
| Compare Files | |
| Complete Task | |
| Copy Item | |
| Create Attribute | |
| Create Attributes | |
| Create Folder | |
| Create System Attribute | |
| Create Tag | |
| Database Read | |
| Database Write | |
| Delete Item | |
| Download File | |
| Import Document Objects | |
| Iterate Event Call | |
| Mail Merge | |
Make Associated Document | |
| Move Item | Moves an item- File or Folder to a path mentioned Path: Folder path Destination Folder ID: The ID of the destination folder. See here for more details: Event Action - Move Item |
| Reassign Task | |
| Remove Item Permissions | |
| Remove Sharepoint Permissions | |
| Rename Item | |
| Run Content Intelligence | Runs Content Intelligence assessment on a document. Override default Options: Enable/Disable. Enabling override default options will let the user configure the following areas: Readability Analysis, Plain language, language processing, and Check Spelling and Grammar See here for more details: Event Action - Run Content Intelligence |
| Send Email | |
| Set Context Variable | |
| Set Task Due Date | |
| Terminate Workflow | |
| Trigger Event | |
| Upload Data Set | |
| Upload File | |
| Upload to FTp | |
| Web Service | |
| Display Message | Used when a display notification needs to be displayed to the user. Message Type: 4 types of Message Type can be used: Error, Info, Success, Warn. Header: A success message that you want to display Message: An additional message can be included here. Header and Message support hyperlink as well. A hyperlink with regular expression can be used if you'd like to redirect to any file or folder. Eg: 1. <a href="https://staging.bluerelay.com/#/issue/((#issue.id))">Please click here</a> to complete the required information. 2. Completed "<b>((#task.subject))</b> successfully. See here for more details: Display Message |