Rule Actions

1. Select the action to perform when the Rule conditions are satisfied.
   • Set Priority -

     • This option appears for Cases. It allows the priority to be changed--for example from "P2" to "P1"
     • Trigger Rules - This option enables the firing of Case-update rules.

   • Set Status -

     • This option appears for Cases. It allows the status to be changed--for example, to Closed
     • Trigger Rules - This option enables the firing of Case-update rules.

   • Add Record - Add a record to a selected object

     • Do Not Trigger Rules - By default, Rules are enabled when adding a record. This option disables them.

   • Update Record - Modify data in the current record

     • Trigger Rules - This option enables the firing of record-updated rules.

   • Add Note - Add a note to the current record.

     • Enter text for the note in the text area
     • Use the field selector to add values from the current record
     • Example: This note is for $user.full_name.

   • Assign to User - Determine the new owner of the 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
   • Create Task - Create a new task and specify who it is to be assigned to
   • Start Process - Automatically initiate a Process
   • Change Process Status - Set the status of the process.
   • Execute Rule Set - Chain to a different Rule Set, and execute those Rules. Come back to this set when done, and resume processing with the next Rule.
   • Invoke Method - Invoke a method in a Java Class

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

   

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

   

Warning: Be careful when triggering rules in a record-update action. Make sure that there is no possibility of an "infinite regression", where one update triggers a Rule which does an second update, which re-triggers the first Rule, and so on.