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
Company data type	Chooses the record type
Use manual ID	Lets you pass an ID from a CEL expression instead of picking a fixed record
Record	Selects the record when manual ID is off
Manual ID	Evaluates to the record ID when manual ID is on
Function name	Names the function to run on that document
Arguments	Supplies input values for the function

What later steps can use

The result is usually available at:

• step(N).data.result
• step(N).data.doc

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.