Topic
8 how-tos
Jobs and automation
Send an email when a record is created
A job on the record's create event, or a form's Completed event, with one Send mail action whose body is a template in your repository. Read a submission's answers through data, escape them, and reply-to the sender.
Post a record to an external API when it changes
An UpdateRecord job with Pre-Event properties, a condition that passes only real changes, a payload built as a value, and an idempotent PUT to the other system with retries.
Build a nightly export as a CSV file
A scheduled job that retrieves the records, renders them as properly escaped CSV from a template, saves the file with an expiry, and emails a link to it.
Generate a PDF certificate from a template
Render the certificate's HTML from a template, send it to an HTML-to-PDF service with an HTTP request, save the answer with Create file under an unguessable name, and email the link.
Loop over a set of records without timing out
Run the work in the background, in bounded chunks selected by what is still to do, in a parallel loop that contains its failures, on a schedule that repeats until nothing is left.
Stop a job from triggering itself
Run it asynchronously where you can, guard it with a condition on Pre-Event data, write the watched field only when the write changes something, and cap chains of jobs with a depth.
Move jobs from staging to production safely
Deploy the templates, export and import the jobs, then set what did not travel (site, schedule, site data), check what did (record ids, URLs, slugs), and publish one job at a time.
Debug a job run that failed halfway
Read the batch log in order: the event, the first failed action and what it received, then what already happened. Fix the cause, and re-run only a job that is safe to run twice.