Ontology Actions in Depth
Module Summary
Configure complex action types with validation rules, webhooks, notifications, and side effects.
Complex Action Types
Beyond simple property edits, Action Types can:
- Create new objects (e.g., open a new ticket).
- Delete objects with confirmation gates.
- Modify multiple objects in a single atomic operation.
- Chain actions — one action's completion triggers another.
Each action type is configured with typed parameters, default values, and user-facing descriptions.
Validation Rules and Submission Criteria
Validation rules run before the action executes:
- Field-level: "Salary must be between 30,000 and 500,000".
- Cross-field: "End date must be after start date".
- Ontology-aware: "Employee must not already be assigned to this project" (queries the Ontology live).
Submission criteria control who can execute the action based on roles, groups, or dynamic conditions.
Side Effects and Webhooks
After an action completes, side effects can trigger:
- Send an email notification to the affected team.
- Fire a webhook to an external system (e.g., update a CRM).
- Create a follow-up object (e.g., generate an audit record).
- Enqueue another action for background processing.
Side effects make Actions a complete workflow engine, not just a data entry form.
Key Takeaways
- Actions can create, edit, delete, and chain operations atomically.
- Validation rules and submission criteria enforce business logic before execution.
- Side effects trigger emails, webhooks, and follow-up actions automatically.
- Every execution is logged for full auditability.
Advanced Workshop Patterns
Data Sync & Exports