Creating and editing elements

You can find out how to create a process and use the wizard to create the first process element here.

If you have created a data group event handler, you will already see the element in the workspace.

The properties dialog of the element can be opened with a double click if you want to change settings.

Further elements can now be created - e.g. a data group action. Drag the element from the "Elements" area to a location close to the event handler that has already been created. If the new element is positioned close enough to the existing element, an arrow is displayed to indicate that a connection can now be created between the two elements.

As soon as you let go of the mouse button, the new element is created and connected to the existing element at the same time. It can now be configured. You can access the properties dialog of the new element via the main menu "Edit / Properties" option, the corresponding context menu or by double-clicking on the element.

The method described here can be used to create complete process chains for the automation of workflows.

Appearance in the Elements area

How the elements are displayed in the "Elements" area can be changed via the context menu.

Show icons

Only the icons of the elements are shown with this option.
Show icons and titles

The elements' icons and titles are shown with this option.
Show icons and descriptions

The elements' icons and descriptions are shown with this option.
Show category overview

For this setting, the element categories will be shown in the top half of the Elements area.

If you select a category from the category overview, only the elements from that category will be shown in the bottom section of the Elements area.

The search is at the very bottom of the "Elements" area. Enter a search term here. and the elements will be filtered based on your entry.

Reset filter

Deletes the search term and removes the filter.

Below you will find a list of all process elements.

Process elements

Event sources

Event sources generate events to which an event handler, for example, can then react.

Global timer

IMAP event source

Generic event source

Event handlers

Event handlers react to events such as the insertion of data records in Intrexx applications or events generated by an event source. Actions and conditions can be linked to an event handler as the following process elements.

Data group event handler

Timer event handler

Groovy event handler

IMAP event handler

Generic event handler

Conditions

Conditions can be used to restrict the following process steps to certain requirements. A process can also be branched.

Filter condition

Groovy condition

Generic condition

Actions

The main process element is the execution of actions. Actions can be connected in any sequence to map the desired process.

Data group action

Email action

WebSocket action

Push notification action

REST call action

Document action

Timer action

Universal timer action

Actions - Microsoft 365 and Teams

Microsoft Teams process actions let you automate the creation of teams, channels, messages, and meetings in Microsoft Teams. The requirement for the use of actions is an existing connection in the "Integration" module.

Create team/channel

Teams messages action

Create Teams meeting

Create MS365 group