Action Types

Overview

Action types associate actions with various contexts within the platform, such as loads, stops, action requests, and menus. When users tap the action button within the mobile app, the system executes the designated behavior based on the action type and its configured properties.

The platform supports several action types to facilitate different tasks for users.

Document Scan

This action triggers document or photograph capture via the mobile device’s camera. Specify the scan behavior using the following attributes:

Document: Produces an enhanced black-and-white version of the scanned image.
Photograph: Captures raw color images without enhancement.
Metadata Form: Attaches a specific form to the scan action to capture document properties.
Batch Scan: Displays a batch dialog at the end of the capture flow, which allows the user to scan another document.

WARNING: Using a metadata form requires a field with the code SCAN-MODE to be present within the form.

Launch App

This action launches another external application if the application is installed on the device.

App Specifier: Defines the specific URL used to launch the target application on Android or iOS devices.
Fallback URL: Defines the URL to launch if the external application is not installed, typically directing users to the Apple App Store or Google Play Store.

Logout

This action logs the user out of the mobile app, which requires no additional configuration.

New Message

This action displays an interface for sending a form-based message.

Form Selection: Specifies the form code to prefill specific data.
NOTE: If you do not specify a form, the user must choose from a list of applicable forms.
Workflow Action: Indicates that the message pertains to a workflow action and changes the associated load or stop in some way.
Server Validation: Allows the system to send form data for real-time validation before the user submits the form.

Screen

This action displays a dynamic action screen within the mobile app. For more information, refer to our Screens Guide.

Telephone

This action prompts the user to call a specific telephone number.

NOTE: The mobile app presents the number in a confirmation prompt before dialing.

Web Browser

This action launches a web browser to display a specified URL.

External Browser: Forces the URL to open in the default system browser (like Safari or Chrome) rather than the mobile app’s internal browser.
Authenticate: Passes the web token of the user in an HTTP Authorization header to the displayed page to facilitate single sign-on.

NOTE: The legacy embedded-browser action type is deprecated. You must use the standard browser type for all new configurations.