Creating action groups

You can create a GROUP type of action that contains two or more action records. When the actions in the group are activated, you can specify a sequence to use for those actions.

About this task

The following rules apply to action groups:

  • If you specify an object for the group, all members of the action group must be for the same object.
  • Group type actions cannot be members of an action group.

When you create a GROUP type of action, the Value field, the Parameter/Attribute field, and the Memo field are all read-only.

Procedure

  1. On the toolbar of the Actions application, click New Action. If the Action field is empty, type a name for the role.
  2. In the Action Description field, type a description, or click Long Description to type additional information.
  3. Optional: In the Object field, type a value.
  4. In the Type field, select GROUP from the menu of action types.
  5. For actions created specifically for use with escalations or workflow, specify a value for the Accessible From field.
  6. Click Select Members. You see a list of actions that exist for the specified object. If you do not specify an object, you see a list of action records that do not have a specified object.
    1. To select an action, select the Select Row check box. You can select more than one action.
    2. Click OK.
  7. Optional: Modify the Sequence field to change the order in which the actions are initiated.
  8. Click Save Action.