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Builder reference
Action Settings
Look up data, send messages, generate documents and automate journey steps.
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Data, lookups & integrations
- Feed lookup actionsUse a feed lookup action to find rows in a data feed using information already available in the service. Typical uses include matching a reference number to a record,…↗
- Assign actionsUse an Assign action to calculate, copy or reshape a value for later use in the service. It is the clearest way to take an action result or Liquid expression and…↗
- Delete actionsUse a Delete action to remove previously collected values from the current journey. It is useful when an answer becomes irrelevant, when a person changes direction,…↗
- API actionsUse an API action to send a request to an external web service and use its response in the service journey. It can retrieve information, create or update a record, or…↗
- Upload files actionsStream evidence and bulk returns to the file store your organisation uses. Choose Page actions → Upload files (previously Site upload/SharePoint upload) to send…↗
- List add actionsUse a list add action to create a new item in a configured SharePoint list, or to add-or-update an item when a matching record already exists. It is suitable for…↗
- List lookup actionsUse a list lookup action to retrieve one or more items from a configured SharePoint list. It can support a search page, find an existing item before an add-or-update…↗
Email & notifications
- Govform email actionsUse a Govform email action to send a configured template-based email from a service. It is suited to confirmations, updates and operational notifications where the…↗
- Template notification email actionsUse the template notification email action when your organisation has a configured notification provider and the email body is maintained as an approved provider…↗
- Template notification SMS actionsUse the template notification SMS action to send a concise, provider-managed text message using information from the service. It is best for short confirmations,…↗
- SES email actionsUse an SES email action when you need to author the subject and body directly in Builder, using a verified sender domain configured for the library. It supports…↗
Documents & output
- PDF actionsUse a PDF action to generate a portable document from the service’s review content. It is useful when a person, reviewer or downstream process needs a fixed version…↗
- Templated PDF actionsUse a templated PDF action when a service must fill an existing PDF layout: for example, a regulated form, a partner document or a carefully designed printable…↗
- HTML actionsUse an HTML action to generate an HTML representation of the service’s review content for a later action or integration. It is useful where a downstream system needs…↗
Journey, submissions & control
- Redirect actionsUse a Redirect action to send a person to another page, reload the current page, move them back one page, or direct them to an external URL. Redirects are powerful…↗
- Review actionsUse a Review action to pause a service for one or more reviewers to accept, return or cancel it. It creates a deliberate approval step: reviewers receive an…↗
- Add to cart actionsUse an Add to cart action to store one or more related items in a named cart while a person completes a service. It can support a basket-style journey, a collection…↗
- Remove from cart actionsUse a Remove from cart action to remove one or more items from a named cart, or to clear the entire cart. It is essential when a person changes a previous selection…↗
- Fetch form actionsUse a Fetch form action to retrieve a submission from the same organisation for use in the current service. It can retrieve a specific submission, the latest…↗
- Set form status actionsUse a Set form status action to reopen or close a specific submission in the same organisation. Reopening makes the target submission editable and incomplete; closing…↗
- Authorization actionsUse an Authorization action to decide whether a signed-in person may access a service, and to derive the group or permissions that the journey can use. It works with…↗
- Execute other action actionsUse an Execute other action action to run another configured action at a different point in the service journey. It is useful when the same focused operation is…↗