Rule Actions

1. Select the action to perform when the Rule conditions are satisfied.

   File:RuleActions.png

2. As with conditions, additional options appear, depending on the action you select.

   

3. Click [Add More] to specify additional actions.

   

Each Rule can carry out one or more of these actions:

• Set Priority - Change the priority of a case, for example from "P2" to "P1"
• Set Status - Change the status of a Case--for example, to mark it as closed
• Update Record - Make a change to the Case record

• Assign to User - Determine the new owner of the Case record
• Assign to Team - Determine the group it goes to, so members of the group can claim it

• Send Email - Send a message, optionally using an Email Template
• Post Message in Relay - Deliver a message to a social-networking Relay feed

• Start Activity - Automatically initiate an activity associated with a Case Process
• Change Activity Status - Set the status of the activity.

• Execute Rule Set - Chain to a different Rule Set, and execute those Rules. Come back to this when done, and resume processing with the next Rule.
• Invoke Method - Invoke a method in a Java Class