Trigger selected action on Form Saved based on condition

[stephenrich]

Dear Appsheeters,

I have a Sales Invoice Form, where I want to auto generate the item list once the form saved.

I already create two sets of actions:
Action Set 1. Copy Item List from [Sales Order Details] to [Sales Invoice Details]
Action Set 2. Copy Item List from [Sales Quotation Details] to [Sales Invoice Details]

My Question is, is it possible for me to trigger one of those two actions, based on condition, for example, if the Sales Order No. in the Sales Invoice is not empty, then trigger Action Set 1 to copy Item List from Sales Order Details to Sales Invoice Details, But If the Sales Order No is empty, and the Sales Quotation No. is not empty, then trigger Action Set 2 to copy Item List from Sales Quotation Details to Sales Invoice Details.

I cannot find where to put the expression on the event when the form saved.

Please advice.

Thank you.

[Suvrutt_Gurjar]

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@stephenrich wrote:

I already create two sets of actions:

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Could you elaborate what you mean by "Set of actions?" Are each of those some grouped actions?

[stephenrich]

Indeed. under Action Set 1 (there's grouped actions), same to Action Set 2

[Suvrutt_Gurjar]

Thank you. The following is not tested but you could give it a try

Please group the two sets of actions into a single group of actions , something like 

Combined Group action will be something like 

Set 1 Action 1

Set 1 Action 2

Set 1 Action 3

Set 2 Action 1

Set 2 Action 2

Set 2 Action 3

Then in each of the the individual actions  Set 1 Action 1, Set 1 Action 2, Set 1 Action 3 , you can have condition something like  ISNOTBLANK([Sales Order No.])

Then in each of the the individual actions  Set 2 Action 1, Set 2 Action 2, Set 2 Action 3 , you can have condition something like  AND( ISBLANK([Sales Order No.]) , ISNOTBLANK([ Sales Quotation No]))

The above arrangement should ensure that when Sales Order No is not empty, only the set 1 actions from the combined group action execute and when Sales Order No is empty and Sales Quotation No is not empty , only the set 2 actions execute.

Please make this combined Group action ( consisting of both set 1 and set 2 actions) as event action on form save.

[stephenrich]

@Suvrutt_Gurjar ,

Thank you for your kind advice. I have some idea. 

I will try to make an automation with conditions to trigger Action 1 or 2 depends on the condition.

thank you.

[Suvrutt_Gurjar]

Using automation also sounds like a good approach. Thank you for sharing the update.