Creating and modifying workflow actions

You use the workflow editors in  to create, modify, and delete active links, filters, and escalations, as well as active link guides and filter guides. For an overview of the screen areas in , including the workflow editors, see Developer-Studio-interface. For an introduction to the workflow editors, see Workflow-editor.

This section describes the general procedures and common tasks to create, modify, delete, or reorder workflow actions. For specific procedures for each type of workflow action, see the workflow action sections referenced in the table. In addition to the procedures below, see these topics:

To create any workflow action

1. Open a new or existing active link, filter, or escalation.
    See Developer-Studio-interface and Working-with-objects.
2. Specify the associated form, the execution options, and the Run If qualification if necessary. See Creating-workflow-objects and Using buttons and menu bar items to execute active links.
3. Right-click the appropriate action panel:
   • If Action—Executes when the Run If qualification is met.
   • Else Action—Executes when the Run If qualification is not met.
4. Select Add Action > actionType.
    See Types-of-workflow-actions for a description of the available action types for active links, filters, and escalations.
   Adding active link actions
   
    adds the new action below any existing actions.
5. In the new action, define the settings for the action as necessary. See the appropriate section describing each workflow action in this document.
6. To create additional actions, repeat steps 3 through 5 for each new action.
7. Save the active link, filter, or escalation.
    To save an active link, filter, or escalation, use either Ctrl+S, the menu option File > Save, or the Save icon in the icon bar.

To modify a workflow action

1. Open the active link, filter, or escalation.
2. In the Active Link editor, click If Actions or the Else Actions to display the list of existing actions.
3. In the list of actions, click the appropriate action to expand it.
4. Make changes to the action.
5. Save the active link, filter, or escalation.

To delete a workflow action

You can delete all the If Actions of a workflow object, provided you create at least one If Action before attempting to save it. Else Actions are optional, so you can delete all of them if necessary.

1. Open the active link, filter, or escalation.
2. In the Active Link editor, click If Actions or Else Actions to display the list of existing actions.
3. In the list of actions, right-click the action to be deleted, and then select Remove Action from the pop-up menu.
    A confirmation message appears if your preferences are set to display a message.
4. To delete additional actions, repeat step 3 for each action.
5. Save the active link, filter, or escalation.

 To change the order of workflow actions

1. Open the active link, filter, or escalation.
2. Click the If Actions or the Else Actions panel to expand the list of actions.
3. Right-click the action to be moved up or down in the list.
4. In the pop-up menu, click Move Action Up or Move Action Down.
5. Repeat steps 3 and 4 until the actions are in the correct order.
6. Save the active link, filter, or escalation.