Cancelling a subscription
XFP provides an action for cancelling a particular subscription in First Capital Cashflow.
To cancel a subscription, use the Cancel Subscription action under First Capital Cashflow.
Building a cancel subscription template
To do this:
Navigate to Templates in the top navigation bar (under the form title).
Click Create Template.
A popover will open, asking which type of action we want to create a template for. Choose Cancel Subscription under the First Capital Cashflow section, and click Next.
We'll then be taken to the template builder for this action.
It is also possible to access the template builder from within a rule, by choosing Create new... when selecting a template in a Then block.
Set the title as 'Cancel subscription'.
Choose the reference to cancel. You can map a question, variable or logic formulae. Alternatively enter manual text by typing it into the search box for the field and pressing the return key.
Click Save to create the template.
To make this action fire when your form is filled in, you will need to add it to a rule - see Building a Rule.