Lightning Tools Actions contains an Action Builder, which can be used to define a number of actions that can take place by clicking a command bar button. Actions such as Save Form, Close Form, Set Field Value, Copy Document, etc, are available with Lightning Tools Actions. An additional purchase can be made for Premium Actions such as Document Generator. Below, each of the actions are described:
- Condition – The Condition Control enables you to set a condition for when an action or a series of actions can take place. The condition control evaluates to ‘If Yes’ and ‘If No’. Therefore, you can build a condition such as [[Approved]]==’Yes’. If Approved does evaluate to ‘Yes’, actions in the ‘If Yes’ block will run – e.g. email to the claimant that expenses are approved. If the condition evaluates to ‘False’, the ‘If No’ block could send an email notifying the claimant that their expense claim is denied.
- Loop: apply to each – The Loop: apply to each control allows you to perform an action on multiple list items. An example expression would be: =[[@Actions.Get_items.Items]]. The iterating array would work through all items and allow an action to run against each item in the array.
- Scope - The scope control encapsulates a set of actions and specifies which actions should be executed based on the status of the scope (IsSuccessful, HasFailed). That is, it can help specify what action to take depending on the success or failure of the action in the main scope action block.
- Execute Script – The Execute Script Action enables you to write JavaScript code as an action.
- Send HTTP Request – Enables GET, POST, PUT, DELETE, JSONP request types to be made. This action can be used to initiate a Power Automate Flow. Please see Trigger a Power Automate flow from Lightning Forms (lightningtools.com)
- Open Form – will open a specified form. You will specify the List and the form to open.
- Open Web Page – Opens any resource by a dynamically generated URL in a browser window/tab or in the current window.
- Reload – Reloads (refreshes) the current form.
- Send email – Send email will enable you to dynamically generate an email using fields such as To, CC, BCC, Subject, and Body. The Body can be defined using Rich Text. Attachments, Fallback email, Show before send, and Save to sent items are refinements of the Send email action. NOTE: This action requires the approval of the Microsoft Graph API permission called Mail.Send. For this reason, this action is not available in the SharePoint Server version of modern Lightning Tools Actions.
- Send internal email is included for backward compatibility with the older Send Email action, which only allowed emails to be sent to people within your organization. Please use the new Send Email action (described above) going forward.
- Show a message – Shows a notification message to the user completing the form. A message could be a notification such as ‘Expenses Submitted Successfully’. The message can be configured to display for a period in seconds.
- Generate Document – Allows you to generate Microsoft Word documents from a SharePoint list item. This is a premium action. Learn how to use the Document Generator.
- Merge Word Document - Lets you merge Microsoft Word documents.
- Convert to PDF - Converts Office documents to PDFs.
- Add list item – Enables you to dynamically create a list item in another list. This is ideal for tracking history of changes to your form.
- Add site to favorite – Marks site as followed for a user.
- Create shared link – Creates a shared link for an item from a list or library.
- Copy document – Dynamically copy a document from one library to another in either the current site, another site (named), or another site dynamically set. NOTE: This action is not currently available in the SharePoint Server version of modern Lightning Tools Actions.
- Copy folder – Allows users to copy a folder with content from one SharePoint document library to another.
- Create new folder – Creates a new folder dynamically in a specified SharePoint library.
- Delete item – Deletes an item from a list or library dynamically, based on the item’s ID.
- Get items – Gets items from a SharePoint list or library so you can use them in, for example, a loop control.
- Move document – Moves a single document from a source library to a target library/folder. NOTE: This action is not currently available in the SharePoint Server version of modern Lightning Tools Actions.
- Start Power Automate Flow – Starts Power Automate Flows by request.
- Start Workflow – Starts a new SharePoint 2013 workflow instance
- Update Item – Can be used to update one or more fields with a calculated expression.
- Upload Document – Allows you to upload a document to a specified library.
- Set variable – Allow you to set a variable value that can be referenced in other actions.