Managing Actions

Creating an action#

Actions can only be created by a project admin.

  1. Navigate to your forms's Actions tab

  2. Click Create Action and select the type of action you would like to create.

    Action create button
  3. Enter the the action details. For more information about action configuration, check out our email action, Slack action, and webhook action documentation.

  4. Click Create

Deleting an action#

Actions can only be deleted by a project admin.

  1. Navigate to the action's detail page.

  2. Click the delete icon.

    Delete action
  3. Confirm by clicking Delete again.

    Delete action modal

Testing actions#

After creating an action, Formik Cloud allows to test the action to ensure it is configured properly. Follow the steps below to test your action.

  1. Navigate to the Actions tab of your form.

  2. Click the action you want to test.

    Manage actions page
  3. In the upper righthand corner, click Test Action.

    Action test button
  4. Optionally modify the submission data and click Test Now.

    Action test modal

Adding an action#

Each action can be used across any forms in the project. Adding an existing action to a form allows you to trigger the action for submissions to the current form.

  1. Navigate to your forms's Actions tab.

  2. Click the plus icon for the action you would like to add.

    Action add button

Removing an Action#

Removing an action allows you to stop triggering it for the form without deleting it entirely.

  1. Navigate to your forms's Actions tab.

  2. Click the minus icon for the action you would like to remove.

    Action remove button