These actions appear in the command bar of your SharePoint Forms. You can customize them as much as you like. A button can perform just one action or a series of actions. You can also link the automation actions to conditions or put them in a loop.
We will create a sample action that submits a new application for an open position for approval:
- Click "Actions" on the command bar within your desired form.
- Choose "Command Bar".
- Click on the "+" button below the existing buttons in the command bar.
- Provide a Name and select an icon for the button.
- Optionally configure a Visible Expression or Enabled Expression. An example of a useful expression is: [[@User.IsMemberOfGroup(‘HR’)]]. This expression will mean that the button is only visible to the HR team.
- Click "Configure Actions".
You are now in the skybow Action Builder. Here you need to drag the following Automation Actions in order:
- Save Form
- Send internal email
- Show a message
- Close Form