[{"data":1,"prerenderedAt":414},["ShallowReactive",2],{"\u002Fnext\u002Fdodock\u002Fpersonnalisation\u002Fautomatisations\u002Factions":3,"section:\u002Fnext\u002Fdodock\u002Fpersonnalisation\u002Fautomatisations\u002Factions":413},{"id":4,"title":5,"body":6,"description":400,"extension":401,"meta":402,"navigation":403,"path":409,"seo":410,"stem":411,"__hash__":412},"docs\u002F2.next\u002F3.dodock\u002F03.personnalisation\u002F01.automatisations\u002Factions.md","Actions d'automatisation",{"type":7,"value":8,"toc":386},"minimark",[9,32,37,210,217,221,228,250,254,258,264,278,281,284,305,308,317,332,340,344,347],[10,11,12,13,17,18,23,24,27,28,31],"p",{},"Une action est une étape de type « Action » dans la table ",[14,15,16],"strong",{},"Actions"," d'un ",[19,20,22],"a",{"href":21},"\u002Fnext\u002Fdodock\u002Fpersonnalisation\u002Fautomatisations\u002Fflux-d-automatisation","flux d'automatisation",". Vous la choisissez dans ",[14,25,26],{},"Action Type",". Ses réglages vont dans le champ ",[14,29,30],{},"Parameters",".",[33,34,36],"h2",{"id":35},"actions-disponibles","Actions disponibles",[38,39,40,55],"table",{},[41,42,43],"thead",{},[44,45,46,49,52],"tr",{},[47,48,26],"th",{},[47,50,51],{},"Effet",[47,53,54],{},"Paramètres",[56,57,58,83,101,118,147,165,192],"tbody",{},[44,59,60,66,69],{},[61,62,63],"td",{},[14,64,65],{},"Set Field Value",[61,67,68],{},"Modifie un ou plusieurs champs du document, puis l'enregistre.",[61,70,71,74,75,78,79,82],{},[14,72,73],{},"Field"," et ",[14,76,77],{},"Value",", ou ",[14,80,81],{},"Field Values"," pour plusieurs champs",[44,84,85,90,93],{},[61,86,87],{},[14,88,89],{},"Increment Field Value",[61,91,92],{},"Ajoute un nombre à un champ numérique.",[61,94,95,97,98],{},[14,96,73],{},", ",[14,99,100],{},"Amount",[44,102,103,108,111],{},[61,104,105],{},[14,106,107],{},"Create Document",[61,109,110],{},"Crée un nouveau document.",[61,112,113,97,116],{},[14,114,115],{},"Document Type",[14,117,81],{},[44,119,120,125,128],{},[61,121,122],{},[14,123,124],{},"Send Notification",[61,126,127],{},"Envoie un email ou une notification dans Dokos.",[61,129,130,133,134,97,137,140,141,74,144],{},[14,131,132],{},"Channel"," (Email ou System), ",[14,135,136],{},"Recipients",[14,138,139],{},"Email Template"," ou ",[14,142,143],{},"Subject",[14,145,146],{},"Message",[44,148,149,154,157],{},[61,150,151],{},[14,152,153],{},"Assign to User",[61,155,156],{},"Assigne le document à un ou plusieurs utilisateurs.",[61,158,159,97,162],{},[14,160,161],{},"Assign To",[14,163,164],{},"Description",[44,166,167,172,175],{},[61,168,169],{},[14,170,171],{},"Call Webhook",[61,173,174],{},"Envoie une requête HTTP à une URL externe.",[61,176,177,97,180,97,183,97,186,97,189],{},[14,178,179],{},"URL",[14,181,182],{},"Method",[14,184,185],{},"Headers",[14,187,188],{},"Payload",[14,190,191],{},"Timeout (seconds)",[44,193,194,199,202],{},[61,195,196],{},[14,197,198],{},"Run Script",[61,200,201],{},"Exécute du code Python.",[61,203,204,140,207],{},[14,205,206],{},"Server Script",[14,208,209],{},"Script",[10,211,212,213,31],{},"Une application peut ajouter ses propres actions avec le hook ",[214,215,216],"code",{},"automation_actions",[33,218,220],{"id":219},"utiliser-les-valeurs-du-document","Utiliser les valeurs du document",[10,222,223,224,227],{},"Les paramètres texte acceptent la syntaxe Jinja. Exemple : ",[214,225,226],{},"Relance pour {{ doc.customer_name }}",". Les variables disponibles sont :",[229,230,231,238,244],"ul",{},[232,233,234,237],"li",{},[214,235,236],{},"doc"," : le document visé par l'étape.",[232,239,240,243],{},[214,241,242],{},"trigger"," : le document qui a démarré le flux.",[232,245,246,249],{},[214,247,248],{},"payload"," : les données d'un événement personnalisé.",[33,251,253],{"id":252},"précisions-par-action","Précisions par action",[255,256,124],"h3",{"id":257},"send-notification",[10,259,260,261,263],{},"Dans ",[14,262,136],{},", saisissez des utilisateurs ou des adresses. Deux jetons sont aussi acceptés :",[229,265,266,272],{},[232,267,268,271],{},[214,269,270],{},"@owner"," : le propriétaire du document.",[232,273,274,277],{},[214,275,276],{},"@assignees"," : les personnes assignées au document.",[10,279,280],{},"Avec le canal « System », chaque destinataire reçoit une notification dans la cloche de Dokos.",[255,282,171],{"id":283},"call-webhook",[229,285,286,289,299,302],{},[232,287,288],{},"La méthode par défaut est POST. GET, PUT, PATCH et DELETE sont aussi acceptés.",[232,290,291,292,140,295,298],{},"L'URL doit commencer par ",[214,293,294],{},"http",[214,296,297],{},"https",". Une adresse qui pointe vers un réseau privé est refusée.",[232,300,301],{},"Le délai par défaut est de 30 secondes. Le maximum est de 120 secondes.",[232,303,304],{},"Une réponse avec un code 400 ou plus fait échouer l'étape.",[255,306,198],{"id":307},"run-script",[10,309,310,311,313,314,316],{},"Choisissez un ",[14,312,206],{}," existant ou écrivez le code dans ",[14,315,209],{},", pas les deux. Les deux champs s'excluent l'un l'autre.",[229,318,319,322,329],{},[232,320,321],{},"Un script lié doit être un script serveur actif de type « API ».",[232,323,324,325,328],{},"Seul un ",[14,326,327],{},"Responsable système"," peut écrire un script directement dans l'étape.",[232,330,331],{},"Les scripts serveur doivent être activés dans la configuration du serveur.",[333,334,337],"callout",{"color":335,"icon":336},"amber","i-heroicons-exclamation-triangle",[10,338,339],{},"Un webhook ou un script peut agir hors de la base de données. Ces effets ne sont pas annulés si une étape suivante échoue.",[33,341,343],{"id":342},"exemple","Exemple",[10,345,346],{},"Exemple fictif : assigner chaque nouvelle piste à l'équipe commerciale, puis prévenir le propriétaire.",[38,348,349,360],{},[41,350,351],{},[44,352,353,356,358],{},[47,354,355],{},"Ligne",[47,357,26],{},[47,359,30],{},[56,361,362,374],{},[44,363,364,367,369],{},[61,365,366],{},"1",[61,368,153],{},[61,370,371],{},[214,372,373],{},"{\"assign_to\": [\"commercial@exemple.fr\"], \"description\": \"Qualifier la piste\"}",[44,375,376,379,381],{},[61,377,378],{},"2",[61,380,124],{},[61,382,383],{},[214,384,385],{},"{\"channel\": \"System\", \"recipients\": [\"@owner\"], \"subject\": \"Piste {{ doc.name }} assignée\"}",{"title":387,"searchDepth":388,"depth":389,"links":390},"",1,2,[391,392,393,399],{"id":35,"depth":389,"text":36},{"id":219,"depth":389,"text":220},{"id":252,"depth":389,"text":253,"children":394},[395,397,398],{"id":257,"depth":396,"text":124},3,{"id":283,"depth":396,"text":171},{"id":307,"depth":396,"text":198},{"id":342,"depth":389,"text":343},"Les actions d'un flux d'automatisation : modifier un champ, créer un document, notifier, assigner, appeler un webhook ou exécuter un script.","md",{"reviewed":403,"last_verified":404,"sources":405},true,"2026-11-03",[406,407,408],"frappe\u002Fautomation_engine\u002Factions\u002Fcore.py","frappe\u002Fautomation_engine\u002Factions\u002Fbase.py","frappe\u002Fautomation\u002Fdoctype\u002Fautomation_action\u002Fautomation_action.json","\u002Fnext\u002Fdodock\u002Fpersonnalisation\u002Fautomatisations\u002Factions",{"title":5,"description":400},"2.next\u002F3.dodock\u002F03.personnalisation\u002F01.automatisations\u002Factions","oiey5mlapzSzO8jq-QhfFfDfz79LwCe50OGh_DbimHk",{},1793871795190]