Working with Actions

Actions and Workflow
Workflow processes use actions to move records through a process and to trigger events, such as status changes. You define actions in the Actions application and then you reuse them in the Workflow processes that you create.

Actions and escalations
An escalation is a mechanism for monitoring time-sensitive records automatically, which can take actions or send notifications when a record reaches a defined escalation point.

Action types
When you create an action record, you specify the action type to help determine what kind of action to take when the action is encountered in a process.

Custom actions
Actions can be defined that invoke a custom implementation in the form of a Custom Java™ class.

Creating action records
Use the Actions application to create action records that can be used as part of an escalation, a service level agreement, or a workflow process. You can create different types of actions.

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.

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.

Creating actions specific to escalations

Duplicating actions
Use the Duplicate Action option in the Actions application to copy an existing action record.

Deleting actions
You can delete an action record if it is no longer needed and if it is not being used by specific records or elements.

View Action Log
To see all of the log records that have been produced by invocations of the action, use the View Action Log option.

Add or modify an image
In the Actions application you can associate an image with an action. The image is displayed on positive or negative connectors that reference the action on the Workflow Designer (Advanced) canvas.