Creating actions specific to Workflow

You can create actions that are associated with a Workflow process. Workflow processes use actions to move records through a process and to trigger events, such as status changes.

About this task

You define actions once, and then reuse the actions when you create multiple Workflow processes. You use actions when you create and configure the following Workflow processes: escalations, negative connection lines, and positive connection lines, interaction nodes, and manual input nodes.

1. On the toolbar of the Actions application, click New Action. If the Action field is empty, type a name for the role.
2. Optional: 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. Optional: In the Classification field, select a classification for the action. This is useful when selecting an action from a large library of actions.
5. In the Type field, select the type of action that you are creating.
6. In the Accessible From field, click Detail Menu to select Workflow.
7. Save your changes.