Types of workflow actions

The following table lists the workflow actions, shows which workflow types can use the action, and provides a cross-reference to more information about the action.

The following active link actions are not supported by the web client:

DDE
OLE Automation
Run Macro
Wait

For information about client compatibility for active links that use the Run Process action, see Defining-Run-Process-actions-to-run-processes-programs-or-commands.

Using workflow actions in active links, filters, and escalations

Action type	Active links	Filters	Escalations	Reference
Call Guide	+	+		Defining-Call-Guide-active-link-and-filter-actions
Change Field	+			Defining-Change-Field-active-link-actions
Close Window	+			Defining-Close-Window-active-link-actions
Commit Changes	+			Defining-Commit-Changes-active-link-actions
(For On-premises deployments only) Distributed Server Option		+	+	Defining-DSO-filter-or-escalation-actions
Direct SQL	+	+	+	Defining-Direct-SQL-filter-or-escalation-actions
Exit Guide	+	+		Defining-Exit-Guide-active-link-or-filter-actions
Go to Guide Label	+	+		Defining-Go-to-Guide-Label-active-link-or-filter-actions
Goto	+	+		Defining-Goto-active-link-or-filter-actions
Log to File		+	+	Defining-Log-to-File-filter-or-escalation-actions
Message	+	+		Defining-Message-active-link-or-filter-actions
Notify		+	+	Defining-a-Notify-action-for-email-alerts-or-other-applications
Open Window	+			Defining-Open-Window-actions-to-open-forms
Push Fields	+	+	+	Defining-Push-Fields-active-link-filter-or-escalation-actions
Run Process	+	+	+	Defining-Run-Process-actions-to-run-processes-programs-or-commands
Service	+	+	+	Defining-Service-actions-to-trigger-services-based-on-conditions
Set Fields	+	+	+	Defining-Set-Fields-actions-to-assign-values-based-on-conditions

Types of workflow actions

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