Updated Aug 4, 2026

Execute Function on Document

Use this action when a record type exposes a custom action or server-side function that you want to call from a workflow.

Best for

• Running a built-in document action from automation
• Reusing business logic that already exists on a record type
• Performing a custom operation that is more than a simple field update

Main fields

Field	What it does
Dynadata Item Type	Chooses the record type
Use Manual ID	Lets you pass an ID from a CEL expression instead of picking a fixed record
Dynadata Item ID	Selects the record when manual ID is off
Dynadata Item ID Manual CEL	Evaluates to the record ID when manual ID is on
Function Name	Names the function to run on that document
Args CEL Object	A CEL expression that evaluates to an object passed as the function's arguments

What later steps can use

The result is available at:

• step(N).data.returnValue — the function's return value
• step(N).data.doc — the updated document (when the function modifies it)

Tips

• Use this only when the selected data type actually supports the function you want to call.
• If a simple create, fetch, search, update, or delete step can do the job, prefer the simpler action.
• Debug once with realistic inputs before using the result in later conditions.