Creating action tasks

You add an action task to specify rule action statements to be executed as part of the ruleflow.

About this task

Deprecated feature:

Deprecation icon Rule Solutions for Office (RSO) is deprecated in V8.8.1. This feature will be removed in a future release of the product. See Deprecated features for migration details.

Action tasks contain rule action statements. You define the actions of an action task in the same way that you define actions for action rules. Unlike rule actions, however, action tasks can use only the action phrases associated with ruleset parameters.

Procedure

To create an action task:

  1. Add the action task to the ruleflow diagram in one of the following ways:
    • Select the node before or after where you want to add an action task, and then click Add Node After > Action Task or Add Node Before > Action Task. A transition is created between the node you selected and the new action task.

    • In the Ruleflow Editor Toolbox, click Action Task, and then drag the new action task to the diagram. Drop the action task on a transition to connect it to existing nodes.

  2. Name the action task in one of the following ways:
    • Select the action task, and in the Selection Properties pane, enter a name in the Task Name property field.

    • Click the arrow icon Arrow icon in the top corner of the action task box, and then enter a name in the Task Name field.

  3. In the Ruleflow Editor, edit the action task in one of the following ways:
    • Right-click the action task, and then click Edit Task.

    • Double-click the action task.

    • Select the action task, and then edit the Actions property.

    • Click the arrow icon Arrow icon in the top corner of the action task to open the Smart Tag panel, and then click Edit actions.

    In the Actions Editor, enter the actions for the task. For example:

    set the total of 'the rental agreement' to the price of 'the rental agreement' best offer
    + the coverage subtotal of 'the rental agreement';