Adding a Workflow Action from the Workflow Designer
This topic describes the procedure to add a workflow action to a workflow process from the workflow designer.
Pre-requisite: See adding a
workflow status from the workflow designer.
Workflow actions allow transition of a record from the default status to
another status to bring a workflow process to a logical conclusion. To add a workflow
action from the workflow designer, perform the following steps:
- Click Add New Action to
create a new action.
The New Action panel appears.Note: A list of available actions for the target status appear when editing an existing workflow process.
- Enter the Action Name
and select or add required properties. See workflow action interface
for detailed steps.
Double- click the action connector node to rename an action. The action name is highlighted. Enter a new name for the action. A confirmation message appears indicating that the action has been updated
- Save the new action.
A confirmation message appears indicating that the action has been created.
- To remove an action from the workflow designer, select the action and press DELETE. A Remove Confirmation dialog appears for a valid saved action to ensure that an action is not removed accidentally. This operation removes a workflow action from the workflow process but does not delete any workflow action from Platform.
- Click OK if this is not
an accidental action removal. Alternatively, click
Cancel.
Deleting an action removes assigned actions from the target status of the current deleted action.
