Field Actions act on another field on the same form - changing its value, its visibility, whether it can be used, or the choices it offers. They are the most common actions on any form that reacts to what the user does.


Set Field Value

Puts a value into another field.

Field - The field to update.


E-form Field - Only needed when the target is an embedded E-form field: it names the field inside that form to update, rather than the embedded field itself.


Value - What to put in it. {FieldName} references and [variables] are replaced when the action runs, so a value can be built from elsewhere on the form.


This is the workhorse action. Beyond filling fields in, it is how one field triggers another: setting a Multi-Action field to any non-blank value runs it, setting a Modal Window to open or close opens and closes it, and setting a Toolbar to an option number clicks that option. Clearing a field is done by setting it to nothing.


Set Field Visible / Hidden

Shows or hides another field.

Field - The field to change.


Setting - Set Visible, Set Hidden, or Unset - Allow Dynamic Properties, which hands the field back to its own conditions.


That third choice is worth understanding. A field with a Visible When or Hidden When condition normally decides for itself; this action overrides that decision until it is unset. Use Unset to give control back rather than leaving a field pinned open or closed.


Where the rule is a permanent one - this section is only for internal users, this question only applies when that box is ticked - a condition on the field itself is simpler than an action, because it applies from the moment the form loads without anything having to run.


Set Field Enabled / Disabled

The same, for whether a field can be used.


Field - The field to change.


Setting - Set Enabled, Set Disabled, or Unset - Allow Dynamic Properties.


Disabling is the gentler alternative to hiding: the user can still see what is being asked but cannot answer it yet, which reads better than a field appearing out of nowhere.


Set Field Focus

Puts the cursor in a field.


Field - The field to focus.


Use it after clearing a form for the next entry, after an error so the user lands on the field that needs fixing, or when a modal window opens so the user can start typing straight away. On a form used all day for repeat entry it saves a click every time.


Set Option Field Options

Replaces the choices in an option list while the form is open.


Field - The Option List, Multi-Option, Radio Button or Simple List to fill.


Options - The choices, in the same delimited or JSON shape an option list's Dynamic Source accepts. Begin the value with ADD: to append to the existing choices instead of replacing them.

This is how a list changes in response to something the user has entered - choose a department and the list of approvers is rebuilt for it. The choices usually come from a variable or a REST call earlier in the same sequence, with the result put into this action's value.


For a list whose choices depend on another field but do not otherwise change, the option list's own Filter Options By setting does the same job with no actions at all, and keeps working when the form is reopened. Reach for this action when the choices genuinely have to be fetched.