Creating action groups

You can create a Action Group type action containing two or more action records, and specify a sequence to use when the actions in the group are activated.

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 Action Group 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. In the Type field, select Action Group from the menu of action types.
  4. Optional: In the Object field, type a value.
  5. Optional: In the Classification field, select a classification for the action. This is useful when selecting an action from a large library of actions.
  6. For actions created specifically for use with escalations or workflow, specify a value for the Accessible From field. Click Detail Menu to select an option and retrieve a value.
  7. 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, check the Select Row check box. You can select more than one action. To cancel a selection, clear the check box.
    2. Click OK.
      Your selections are copied to the Members table window and sequence numbers are assigned to each action.
  8. Optional: Modify the Sequence field to change the order in which the actions are initiated.
  9. Click Save Action.