Skip to main content

Action Reference

This page lists the main action options available in Flow.

The exact options available depend on the field type you choose and whether the flow is an update, delete, or export flow.

For a general walkthrough of the action builder, see Actions.

Action Types

Action TypeWhere it is usedNotes
Update via APIUpdate flowsChanges live data in Epos Now
Delete via APIDelete flowsDeletes data, so review filters and summary carefully
Export DataExport flowsOutputs selected fields to a file instead of updating live data

Text and Textarea Actions

ActionExample ValueNotes
setArchivedReplaces the whole value
change to UPPER CASE-Converts the current value to upper case
change to lower case-Converts the current value to lower case
change to Sentence case-Converts the current value to sentence case
change to Camel Case-Converts the current value to camel case
add the prefixOoS - Adds text to the beginning of the current value
add the suffix - ArchivedAdds text to the end of the current value
replace the textFind red, replace blueUses the main value as the text to find and the Replace field as the replacement text

Number Actions

ActionExample ValueNotes
set100Replaces the current numeric value
add10Adds a fixed value
subtract10Subtracts a fixed value
add percentage5Increases the value by a percentage
subtract percentage5Decreases the value by a percentage
multiply by1.2Multiplies the current value
divide by2Divides the current value
zero and set25Only available on current stock level in stock flows. This is useful when you need to clear an existing stock batch and rebuild it using the product's current cost price

Date and DateTime Actions

ActionExample ValueNotes
set2025-01-31 or 2025-01-31 09:00Replaces the current date or datetime
add days7Moves the value forward by the number of days entered
subtract days7Moves the value backward by the number of days entered
add months1Moves the value forward by the number of months entered
subtract months1Moves the value backward by the number of months entered
add hours2Most useful on datetime fields
subtract hours2Most useful on datetime fields
add minutes30Most useful on datetime fields
subtract minutes30Most useful on datetime fields

Checkbox, Select, and Multi-select Actions

ActionExample ValueNotes
setYes, Retail, or chosen tagsSets the field to the selected value or values

Rounding Options

Numeric actions can also show a Rounding selector.

Rounding OptionNotes
NoneLeaves the calculated result unchanged
Nearest whole numberRounds to the nearest integer
Round down to whole numberAlways rounds down
Round up to whole numberAlways rounds up
Nearest 1 decimalRounds to 1 decimal place
Nearest 2 decimalsRounds to 2 decimal places. This is the default option
Nearest 3 decimalsRounds to 3 decimal places
Round up to end in .99Charm pricing rounded upward to .99
Round down to end in .99Charm pricing rounded downward to .99
Round up to end in .95Charm pricing rounded upward to .95
Round down to end in .95Charm pricing rounded downward to .95
Round up to end in .49Charm pricing rounded upward to .49
Round down to end in .49Charm pricing rounded downward to .49

Special Cases

  • Some actions let you use the value from another field instead of typing a fixed value.
  • replace the text uses both the main value field and the separate Replace field.
  • zero and set is a stock-specific action, not a general numeric action.
  • Export flows use field and output settings rather than update-style field actions. For that setup, see Export Data.