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.
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. Condition A SpEL expression condition, the action will only execute if this condition is met. 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 | |
| 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 | |
| Reassign Task | |
| Remove Item Permissions | |
| Remove Sharepoint Permissions | |
| Rename Item | |
| 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 | |