Difference between revisions of "Rule Actions"

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imported>Aeric
imported>Aeric
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<noinclude>__NOINDEX__</noinclude>
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# Select the ''action'' to perform when the Rule conditions are satisfied.
:1. Select the ''action'' to perform when the Rule conditions are satisfied.
#* '''Set Priority -'''  
::* '''Set Priority -'''  
#*:* This option appears for [[Cases]]. It allows the priority to be changed--for example from "P2" to "P1"
::*:* 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.  
::*:* '''Trigger Rules -''' This option enables the firing of Case-update rules.  
#* '''Set Status -'''
::* '''Set Status -'''
#*:* This option appears for [[Cases]]. It allows the status to be changed--for example, to ''Closed''
::*:* 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.  
::*:* '''Trigger Rules -''' This option enables the firing of Case-update rules.  
#* '''Add Record -''' Add a record to a selected object
::* '''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.  
::*:* '''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
::* '''Update Record -''' Modify data in the current record
#*:* '''Trigger Rules -''' This option enables the firing of record-updated rules.  
::*:* '''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
::* '''Add Note -''' Add a note to the current record.  
#*:* Use the field selector to add values from the current record
::*:* Enter text for the note in the text area
#*:* '''Example:''' <tt>This note is for $user.full_name.</tt>
::*:* Use the field selector to add values from the current record
#:
::*:* '''Example:''' <tt>This note is for $user.full_name.</tt>
#* '''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
::* '''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]]
 
<!--#* '''Post Message in Relay -''' Deliver a message to a social-networking [[Relay]] feed-->
::* '''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   
::* '''Create Task -''' Create a new task and specify who it is to be assigned to   
#* '''Start Process -''' Automatically initiate a [[Process]]
::* '''Start Process -''' Automatically initiate a [[Process]]
#* '''Change Process Status -''' Set the status of the 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.
::* '''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]]
::* '''Invoke Method -''' Invoke a method in a Java [[Class]]
#:
# As with conditions, additional options appear, depending on the action you select.
#: [[File:RuleActionOptions.png]]
# Click '''[Add More]''' to specify additional actions.
#: [[File:RuleActionsAddMore.png]]


{{Warn|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.}}
{{Warn|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.}}
:2. As with conditions, additional options appear, depending on the action you select.
::: [[File:RuleActionOptions.png]]
:3. Click '''[Add More]''' to specify additional actions.
::: [[File:RuleActionsAddMore.png]]

Revision as of 19:22, 30 July 2013

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
  • 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

Warn.png

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.

2. As with conditions, additional options appear, depending on the action you select.
RuleActionOptions.png
3. Click [Add More] to specify additional actions.
RuleActionsAddMore.png