The Prompt Action Framework is a functionality within the Prompt Builder that allows users to perform various actions on a record when a prompt is run.
These actions are specific to each prompt and can be configured in the Actions Tab of the prompt setup.
Adding Actions
- Locate the Actions Tab: When creating or opening a prompt, navigate to the Actions Tab.
- Add Actions: Click the plus (+) icon, which opens a pop-up window containing a dropdown list of actions.
- Select an Action: Choose from the available actions listed below. Each selected action opens a configuration window for further details.
Available Actions
- One can’t create, update, or delete an action when the prompt is activated.
1. Update Field
This action updates a field on the record where the prompt is run with that particular AI response.
Steps to Configure:
- Select Update Field from the dropdown.
- Configure the following in the pop-up window:
- Action Type: Displays the selected action (modifiable).
- Description: Add a description of the action.
- Sequence: Define the execution order among multiple actions.
- AI Response: Specify the AI-generated value to update.
For JSON prompts, individual nodes of the JSON can be used. - Field: Select the field to be updated.
- Append Timestamp: Enable this checkbox to append a timestamp for audit purposes.
2. Create Record
This action allows the creation of a new record for a specified object.
Steps to Configure:
- Select Create Record from the dropdown.
- Configure the following in the pop-up window:
- Action Type: Displays the selected action (modifiable).
- Description: Add a description of the action.
- Sequence: Define the execution order among multiple actions.
- Object: Select the target object for the new record.
- Field Mapping: Specify field values:
- Hardcoded: Manual entry of fixed values.
- Reference Field: Map values from fields on the current record.
- AI Response: Use AI-generated values to support JSON components for JSON prompts.
- Add/Remove Fields: Use the Add Row or delete icon to manage field mappings.
3. Invoke Flow
This action triggers a Salesforce Flow.
Steps to Configure:
- Select Invoke Flow from the dropdown.
- Configure the following in the pop-up window:
- Action Type: Displays the selected action (modifiable).
- Description: Add a description of the action.
- Sequence: Define the execution order among multiple actions.
- Flow: Provide the API name of the Flow to invoke.
4. Invoke Apex
This action executes a Salesforce Apex class.
Steps to Configure:
- Select Invoke Apex from the dropdown.
- Configure the following in the pop-up window:
- Action Type: Displays the selected action (modifiable).
- Description: Add a description of the action.
- Sequence: Define the execution order among multiple actions.
- Apex Class: Enter the API name of the Apex class.
5. Open a Form
This action opens a pre-configured form for data entry or updates.
Steps to Configure:
- Select Open a Form from the dropdown.
- Configure the following in the pop-up window:
- Action Type: Displays the selected action (modifiable).
- Description: Add a description of the action.
- Sequence: Define the execution order among multiple actions.
- Object: Select the target object for the form.
- Field Mapping: Specify field values using:
- Hardcoded: Manual entry of fixed values.
- Reference Field: Map values from fields on the current record.
- AI Response: Use AI-generated values.
- Add/Remove Fields: Manage fields with the Add Row or delete icon.
- Once the prompt is run, an Open a Form button appears in the expanded view on the GPTfy console.
- When a prompt is run, actions execute in the specified sequence.
- For “Open a Form,” the number of forms displayed corresponds to the number of ‘Open a form’ actions configured.
- If record types are specified, they will be included automatically, and mapped values will be pre-filled.
