When thinking about day-to-day work, we often find ourselves up against operational tasks that are overdue for automation. While the outcome of performing these tasks can be critical for success in our role, team, business, and customer experience, the amount of time spent on them can take capacity away from more meaningful, value-add work.
Actions in Honeycode are designed specifically to put these repetitive, manual tasks on autopilot, while keeping your team in-sync. They can be used for a vast array of business scenarios, are easy to set up, and their self-operating nature will put time back into your team's day for focusing on the big ticket items.
In this article, we will cover:
- Use case scenarios for actions
- Action types and locations
- Action triggers
- Steps for setting actions up
Say, for instance, you're on a project that coordinates multiple team members using a series of spreadsheets. Throughout the week, your team has to update the spreadsheets, add new data, delete stale data, manage changes, notify each other for quality checks, make updates to a primary spreadsheet, and draft emails for stakeholders that capture high-impact changes.
Manual processes like these are exactly what Honeycode's actions are built to tackle, and they can be leveraged in situations far beyond just this example; furthermore, the use cases are endless.
Whether it's managing programs, running marketing campaigns, tracking inventories, building product roadmaps, budgeting expenses, or even surveying your team, Honeycode's actions will do the behind-the-scenes lifting, keep your data updated, turn the manual into automatic, so your team can get the time back to increase capacity for other meaningful areas of work.
The chart below outlines the different Honeycode action types available, a description of what each one does, and where its access point is located for set up.
|Notify||Automates the manual task of sending emails to colleagues.|
|Add record||Allows your team to add new data to your app.|
|Delete record||Gets rid of data that has run its course.|
|Update record||Ensures your app has the latest and greatest.|
|Navigate||Makes your app come to life by seamlessly moving from screen to screen.|
To make a Honeycode action come to life, you will need to create a trigger to set it off; in other words, you will need to provide some groundrules to tell the action that it's time to do its trick. Whether it's a single trigger or a series, Honeycode has a flexible assortment to ensure we meet your business needs.
|Date & time reached||Starts an action once the calendar lands on a day and/or the clock hits a time/cadence of your choosing.|
|Record added||Sets off your action when a user submits a new record via an app's form or when a new record is added directly in the table.|
|Record deleted||Sets off your action when a user deletes a record in the app or when someone deletes a record directly in the table.|
|Record updated||Starts an action when something that you specify about a record changes via the app or changes directly in the table.|
|Button click||Sets off an action when an app user clicks or taps an app's button.|
Actions can be deployed to tackle a variety of situations, and once they're set up, they work like magic. Here's how you set up an action that gets triggered when a user clicks an app button:
Tip: At this time, Honeycode only supports setting up actions on buttons in Detail screens.
If you are viewing the live app, select Edit screen.
If your screen does not already have the necessary button, select Insert + and select Button.
- In the properties panel, go to Actions and select the button's ellipsis.
- In the pop-up window, select + Add step and select the action of your choosing (you can add multiple).
- After selecting your action, click the black arrow.
On the Edit step screen, complete the field criteria.
Honeycode also supports the ability to set up notification actions from an access point in the tables:
If you are not already in it, select Overview mode.
Select the relevant table.
Select the bell icon.
Select + Add trigger.
Select the trigger of your choosing and complete the pop-up modal's criteria.
That's it! Now let Honeycode go on autopilot.
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