Types of Solvexia action steps – Solvexia

Communication

Request files via email

Send an email that allows the recipient to upload file(s) into Solvexia. Learn how to use this step here.

Send file(s) to external system

Use one of the following file transfer protocols FTPS or SFTP, to send files to an external site from Solvexia. Learn how to use this step here.

Get file(s) from external system

Use one of the following file transfer protocols FTPS or SFTP, to get files from an external site for Solvexia to use. Learn how to use this step here.

Email Confirmation

Send an email to an individual or a group and request approval or acknowledgement based on the contents of that email. Learn how to use this step here.

Mail Merge

Send personalised emails (and attachments) to a group. The personalised details are controlled via an excel file. Learn how to use this step here.

Send an SMS

Send an SMS to an individual or a group of phone numbers. Learn how to use this step here.

Send an Email

Send an email(and attachments) to an individual or a group. Learn how to use this step here.

Manipulating data

Clear step properties

Reset a data step property’s value to its default value. Learn how to configure this step here.

Copy properties between steps

Copy the contents of a data step property to another data step property. Learn how to configure this step here.

Convert file format

Create PDF copies of a set of excel files (zipped). Learn how to configure step here.

Data Manipulation

Manipulate data in files and managed tables. Use this action step type to import/export, copy, transform, sort, filter, validate, cleanse and calculate data. See the list of all possible manipulations here.

Process controls

Run another process

Trigger a run in another process and retrieve files and data from the triggered run. Learn how to configure the step here.

Rename process-run

Rename a run based on a specified value in an Excel workbook or data step property. Learn how to configure the step here.

Decision control step

Make a decision (pass or fail) based on the value of a cell in an Excel file. Learn how to configure the step here.

Third-party tools

Run Excel Calculation Model

Parse a list of variables from an Excel workbook to produce consolidated or personalised excel workbooks. Learn how to configure this step here.

Run GenericExecutable

Run an executable(.exe) and retrieve up to 4 output files. Learn how to configure this step here.

Editors and Viewers

View rich text notes

Write and store notes with your process, including text, images and tables. Learn more detail about this step here.