Specifying the properties of actions

You can specify the properties of an action. An action is an event that is triggered by the progress of a record through a workflow process.

About this task

To trigger actions, you can configure the following workflow components:
  • Negative connection lines
  • Positive connection lines

Procedure

  1. From the List tab of the Workflow Designer application, select a process with properties to be modified.
  2. In the Actions window of the Process tab, click Edit Properties.
  3. In the Action field, specify a value.
  4. In the Instruction field, type text to describe to the run-time user what specific action occurs for routing and manual inputs.
  5. Click Condition Expression Builder.
  6. Select the Custom Class check box to specify that a custom class file is used to evaluate the record.
  7. In the Communication Template field, specify a value.
  8. In the Send To field, specify a value.
  9. In the Subject field, type the subject of the notification e-mail.
  10. In the Message field, type the message of the notification e-mail.
  11. Click OK and click Save Process.