Workflow Action Interface

When you select Show, the workflow Action Label interface displays fields specific to the workflow action type and is segmented into General and Permissions tabs in the Workflow Designer as described below.

General tab - Fields	Description
Action	Enter a name for the workflow action. Status of the workflow process changes when this action is executed.
Render Button	Check to render this action as a button (instead of an item in the action menu) on a record view page.
Group Action	Select this checkbox to perform this action for a group of records.
Use Web Page	A new page to create a record of the selected type (this page will open when the action is performed). This will be the page the user is taken to when the action is performed. Select a web page for the action.
Select Triggers to Run After This Action	Select the triggers to run and specify the order in which you want to run them.
Triggers	Displays the list of selected triggers in an ascending order.
Select	Displays the list of available triggers for the selected action and allows to search for available triggers.

 

Permissions tab - Fields	Description
Set Permissions	This field displays a list of all available users for this action. Select user(s) who can perform this action.