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There are a number of standard automation tasks you can use in your workflows. Set the CALL=automation_task attribute in the special treatment box to trigger the automation task for a specific field (usually when the field changes to “Ready”). All the return values listed below must be set up as options in the workflow designer (though they can be set to VISIBLE=NEVER where you only want the automation task to be able to select them).
Required library fields must be identified in your form using LIB=field_name. Input library fields will be used by the automation task for its work, and output library fields will be used to store the results of the task.
The available automation tasks are described below:
CALL=affordability_assessment
CALL=calculate_repayments
CALL=credit_check
CALL=credit_check_dummy
CALL=credit_check_refer
CALL=focus_api_newmemberloan
CALL=focus_api_newmember
CALL=focus_api_newloan
CALL=id_check
CALL=id_check_refer
CALL=id_check_bank
CALL=id_check_bank_refer
CALL=set_rate
CALL=straight_thru_NI