Result types

Actions can return different types of results to provide feedback to users. Use the result builder to control what happens after an action executes.

Default behavior

If you don’t return anything and no exception is thrown, Forest displays a generic success notification.

execute: async (context, resultBuilder) => {
  // Perform your logic
  // No return = generic success message
}

Success notification

Display a custom success message.

return resultBuilder.success('Company is now live!');

result_builder.success(message: 'Company is now live!')

Error notification

Display an error message when something goes wrong.

if (!isValid) {
  return resultBuilder.error('The company was already live!');
}

if !is_valid
  result_builder.error(message: 'The company was already live!')
end

Always handle errors gracefully and return meaningful error messages to help users understand what went wrong.

HTML result

Return rich formatted content displayed in a side panel. Perfect for showing detailed operation results.

return resultBuilder.success('Charge successful', {
  html: `
    <p class="c-clr-1-4 l-mt l-mb">
      $${amount} USD has been successfully charged.
    </p>
    <strong class="c-form__label--read c-clr-1-2">Credit card</strong>
    <p class="c-clr-1-4 l-mb">**** **** **** ${last4}</p>
    <strong class="c-form__label--read c-clr-1-2">Transaction ID</strong>
    <p class="c-clr-1-4 l-mb">${transactionId}</p>
  `,
});

result_builder.success(
  message: 'Charge successful',
  options: {
    html: "<p class='c-clr-1-4 l-mt l-mb'>$#{amount} USD has been successfully charged.</p>
      <strong class='c-form__label--read c-clr-1-2'>Credit card</strong>
      <p class='c-clr-1-4 l-mb'>**** **** **** #{last4}</p>
      <strong class='c-form__label--read c-clr-1-2'>Transaction ID</strong>
      <p class='c-clr-1-4 l-mb'>#{transaction_id}</p>"
  }
)

HTML with error

You can also return HTML content with an error:

return resultBuilder.error('Charge failed', {
  html: `
    <p class="c-clr-1-4 l-mt l-mb">
      $${amount} USD has not been charged.
    </p>
    <strong class="c-form__label--read c-clr-1-2">Reason</strong>
    <p class="c-clr-1-4 l-mb">
      The credit card is marked as blocked.
    </p>
  `,
});

result_builder.error(
  'Charge failed',
  html: "<p class='c-clr-1-4 l-mt l-mb'>$#{amount} USD has not been charged.</p>
    <strong class='c-form__label--read c-clr-1-2'>Reason</strong>
    <p class='c-clr-1-4 l-mb'>The credit card is marked as blocked.</p>"
)

File download

Generate and download files (PDFs, CSVs, Excel, etc.).

Actions that generate files must set generateFile: true in their configuration. This flag prevents using other result types (notifications, HTML) in the same action.

collection.addAction('Download report', {
  scope: 'Global',
  generateFile: true,  // Required for file downloads
  execute: async (context, resultBuilder) => {
    // From a string
    return resultBuilder.file(
      'Report content here',
      'report.txt',
      'text/plain'
    );

    // From a Buffer
    const buffer = Buffer.from('Report content');
    return resultBuilder.file(buffer, 'report.txt', 'text/plain');

    // From a stream
    const stream = fs.createReadStream('path/to/file.pdf');
    return resultBuilder.file(stream, 'report.pdf', 'application/pdf');
  },
});

collection.add_action(
  'Download report',
  BaseAction.new(
    scope: ActionScope::GLOBAL,
    is_generate_file: true
  ) do |_context, result_builder|
    file = File.open('report.pdf', 'r')
    content = file.read
    file.close

    result_builder.file(
      content: content,
      name: 'report.pdf',
      mime_type: 'application/pdf'
    )
  end
)

Common MIME types

File type	MIME type
PDF	`application/pdf`
CSV	`text/csv`
Excel (xlsx)	`application/vnd.openxmlformats-officedocument.spreadsheetml.sheet`
Excel (xls)	`application/vnd.ms-excel`
JSON	`application/json`
ZIP	`application/zip`
Plain text	`text/plain`
HTML	`text/html`

Example: Generate CSV

collection.addAction('Export to CSV', {
  scope: 'Bulk',
  generateFile: true,
  execute: async (context, resultBuilder) => {
    const records = await context.getRecords(['id', 'name', 'email']);

    // Generate CSV content
    const header = 'ID,Name,Email\n';
    const rows = records.map(r => `${r.id},"${r.name}","${r.email}"`).join('\n');
    const csv = header + rows;

    return resultBuilder.file(csv, 'export.csv', 'text/csv');
  },
});

collection.add_action(
  'Export to CSV',
  BaseAction.new(
    scope: ActionScope::BULK,
    is_generate_file: true
  ) do |context, result_builder|
    records = context.get_records(['id', 'name', 'email'])

    # Generate CSV content
    header = "ID,Name,Email\n"
    rows = records.map { |r| "#{r['id']},\"#{r['name']}\",\"#{r['email']}\"" }.join("\n")
    csv = header + rows

    result_builder.file(content: csv, name: 'export.csv', mime_type: 'text/csv')
  end
)

Example: Generate PDF

collection.addAction('Generate invoice', {
  scope: 'Single',
  generateFile: true,
  execute: async (context, resultBuilder) => {
    const order = await context.getRecord(['id', 'total', 'customer:name']);

    // Generate PDF (using a library like pdfkit)
    const pdf = await generateInvoicePDF(order);

    return resultBuilder.file(
      pdf,
      `invoice-${order.id}.pdf`,
      'application/pdf'
    );
  },
});

collection.add_action(
  'Generate invoice',
  BaseAction.new(
    scope: ActionScope::SINGLE,
    is_generate_file: true
  ) do |context, result_builder|
    order = context.get_record(['id', 'total', 'customer:name'])

    # Generate PDF (using a library like prawn)
    pdf = generate_invoice_pdf(order)

    result_builder.file(
      content: pdf,
      name: "invoice-#{order['id']}.pdf",
      mime_type: 'application/pdf'
    )
  end
)

Redirect

Redirect users to another page after the action executes. Works for both internal Forest pages and external URLs.

Internal redirect

Redirect to another page within Forest:

return resultBuilder.redirectTo(
  '/MyProject/MyEnvironment/MyTeam/data/20/index/record/20/108/activity'
);

result_builder.redirect_to(
  '/MyProject/MyEnvironment/MyTeam/data/20/index/record/20/108/activity'
)

External redirect

Redirect to an external URL:

return resultBuilder.redirectTo(
  'https://www.example.com/tracking?id=ZW924750388GB'
);

result_builder.redirect_to(
  'https://www.example.com/tracking?id=ZW924750388GB'
)

Example: Redirect to created record

collection.addAction('Create and view', {
  scope: 'Global',
  execute: async (context, resultBuilder) => {
    // Create a new record
    const newRecord = await createRecord(context.formValues);

    // Redirect to the new record's detail page
    return resultBuilder.redirectTo(
      `/MyProject/Production/data/companies/index/record/companies/${newRecord.id}/details`
    );
  },
});

collection.add_action(
  'Create and view',
  BaseAction.new(scope: ActionScope::GLOBAL) do |context, result_builder|
    # Create a new record
    new_record = create_record(context.form_values)

    # Redirect to the new record's detail page
    result_builder.redirect_to(
      "/MyProject/Production/data/companies/index/record/companies/#{new_record['id']}/details"
    )
  end
)

Webhook

Trigger an HTTP callback from the user’s browser. Useful for logging into third-party applications or triggering operations on the user’s behalf.

Webhooks are triggered from the user’s browser and are subject to CORS restrictions. Make sure the target server accepts requests from Forest domains.

return resultBuilder.webhook(
  'https://api.example.com/callback',  // URL
  'POST',                                // Method
  { Authorization: 'Bearer token' },     // Headers
  { userId: 123, action: 'approve' }     // Body (JSON)
);

result_builder.webhook(
  url: 'https://api.example.com/callback',
  method: 'POST',
  headers: { 'Authorization' => 'Bearer token' },
  body: { userId: 123, action: 'approve' }
)

Example: Single sign-on

collection.addAction('Login to external tool', {
  scope: 'Single',
  execute: async (context, resultBuilder) => {
    const user = await context.getRecord(['email', 'externalId']);

    // Generate a temporary token
    const token = await generateSSOToken(user.externalId);

    // Trigger login in the user's browser
    return resultBuilder.webhook(
      'https://external-tool.com/sso/login',
      'POST',
      {},
      { token, email: user.email }
    );
  },
});

collection.add_action(
  'Login to external tool',
  BaseAction.new(scope: ActionScope::SINGLE) do |context, result_builder|
    user = context.get_record(['email', 'externalId'])

    # Generate a temporary token
    token = generate_sso_token(user['externalId'])

    # Trigger login in the user's browser
    result_builder.webhook(
      url: 'https://external-tool.com/sso/login',
      method: 'POST',
      headers: {},
      body: { token: token, email: user['email'] }
    )
  end
)

Example: Trigger background job

collection.addAction('Process data', {
  scope: 'Bulk',
  execute: async (context, resultBuilder) => {
    const ids = await context.getRecordIds();

    // Trigger a background job with user context
    return resultBuilder.webhook(
      'https://api.mycompany.com/jobs/process',
      'POST',
      { 'X-API-Key': process.env.API_KEY },
      {
        recordIds: ids,
        userId: context.caller.id,
        triggeredAt: new Date().toISOString()
      }
    );
  },
});

collection.add_action(
  'Process data',
  BaseAction.new(scope: ActionScope::BULK) do |context, result_builder|
    ids = context.get_record_ids

    # Trigger a background job with user context
    result_builder.webhook(
      url: 'https://api.mycompany.com/jobs/process',
      method: 'POST',
      headers: { 'X-API-Key' => ENV['API_KEY'] },
      body: {
        recordIds: ids,
        userId: context.caller.id,
        triggeredAt: Time.now.iso8601
      }
    )
  end
)

Combining results with operations

Success with HTML details

execute: async (context, resultBuilder) => {
  const result = await performComplexOperation();

  if (result.success) {
    return resultBuilder.success('Operation completed', {
      html: `
        <h3>Summary</h3>
        <p>Processed ${result.count} items</p>
        <ul>
          ${result.items.map(i => `<li>${i}</li>`).join('')}
        </ul>
      `,
    });
  } else {
    return resultBuilder.error('Operation failed', {
      html: `<p>Error: ${result.error}</p>`,
    });
  }
}

execute: ->(context, result_builder) {
  result = perform_complex_operation

  if result[:success]
    result_builder.success(
      'Operation completed',
      html: "<h3>Summary</h3>
        <p>Processed #{result[:count]} items</p>
        <ul>#{result[:items].map { |i| "<li>#{i}</li>" }.join}</ul>"
    )
  else
    result_builder.error(
      'Operation failed',
      html: "<p>Error: #{result[:error]}</p>"
    )
  end
}

Conditional redirect

execute: async (context, resultBuilder) => {
  const order = await context.getRecord(['status', 'id']);

  if (order.status === 'pending') {
    // Update and redirect to details
    await updateOrder(order.id, { status: 'approved' });
    return resultBuilder.redirectTo(`/orders/${order.id}`);
  } else {
    // Already processed
    return resultBuilder.error('Order was already processed');
  }
}

execute: ->(context, result_builder) {
  order = context.get_record(['status', 'id'])

  if order['status'] == 'pending'
    # Update and redirect to details
    update_order(order['id'], { status: 'approved' })
    result_builder.redirect_to("/orders/#{order['id']}")
  else
    # Already processed
    result_builder.error('Order was already processed')
  end
}

Overview

Connect

Process

Build

Execute

Collaborate

Manage

Embed

Control

Project Settings

Default behavior

Success notification

Error notification

HTML result

HTML with error

File download

Common MIME types

Example: Generate CSV

Example: Generate PDF

Redirect

Internal redirect

External redirect

Example: Redirect to created record

Webhook

Example: Single sign-on

Example: Trigger background job

Combining results with operations

Success with HTML details

Conditional redirect

​Default behavior

​Success notification

​Error notification

​HTML result

​HTML with error

​File download

​Common MIME types

​Example: Generate CSV

​Example: Generate PDF

​Redirect

​Internal redirect

​External redirect

​Example: Redirect to created record

​Webhook

​Example: Single sign-on

​Example: Trigger background job

​Combining results with operations

​Success with HTML details

​Conditional redirect

Default behavior

Success notification

Error notification

HTML result

HTML with error

File download

Common MIME types

Example: Generate CSV

Example: Generate PDF

Redirect

Internal redirect

External redirect

Example: Redirect to created record

Webhook

Example: Single sign-on

Example: Trigger background job

Combining results with operations

Success with HTML details

Conditional redirect