Defining a workflow action that runs a calculation

A run a calculation operation on an action runs a calculation on an object.

Before you begin

Define a workflow and add stages and actions to it. For information about how to define an action, Defining a workflow action.

Define and publish the calculation that the action runs. The calculation type must be manual. For more information, see Defining a calculation.

Procedure

  1. In the GRC Workflow Designer, click the action that you want to edit.
    The Action Properties panel opens.
  2. Expand Validations and Operations.
  3. Click New Operation. The Operations panel opens.
  4. Set Operation to run a calculation.
  5. Provide a Name for the operation.
  6. Optional: You can define one or more conditions.
    For more information, see Defining conditions.
  7. Set Execute As System to False to run the action as the logged in user. Set Execute As System to True to run the action as the OPSystem user. The action can then perform operations that the logged-in user cannot. The history on the Activity tab shows OPSystem as the user who performed the action.
    When you set Execute As System to True, all set field operations where Target Objects is set to Self run as the OPSystem user.

    The setting of Execute As System doesn't affect the applicability check on the workflow.

  8. Click Edit next to Target Objects to define the object that the workflow is started for.
    1. Select a Relationship Type:
      • Self
      • Direct Child
      • Direct Parent
      • Ancestor
      • Descendant
    2. Select a Related Object Type. The list is filtered based on what you chose in Relationship Type.
    3. Click New Condition next to Filter By to add a condition to the target object.
    4. If you chose Ancestor or Descendant in Relationship Type, select a path in Relationship Paths.
  9. In Calculation enter the name of the calculation to start. The calculation must be for the same object type as the workflow, it must be published, and the calculation type must be manual.
  10. Click Done.