Difference between revisions of "Rule Actions"
From AgileApps Support Wiki
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::* '''Add Note -''' Add a note to the current record. | ::* '''Add Note -''' Add a note to the current record. | ||
::*:* Enter text for the note in the text area | ::*:* Enter text for the note in the text area | ||
::*:* Use the field selector to add | ::*:* Use the field selector to add record variables | ||
::*:* '''Example:''' <tt>This note is for $user.full_name.</tt> | ::*:* '''Example:''' <tt>This note is for $user.full_name.</tt> | ||
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::* '''Send Email -''' Send a message, optionally using an [[Email Template]] | ::* '''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 | ||
::*:* Provide a duration (optional) | |||
::*:* Provide a subject and description | |||
::*:* Use the field selector to add record variables | |||
::* '''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. |
Revision as of 01:29, 15 August 2013
- 1. Select the action to perform when 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.
- Set Priority -
- Add Note - Add a note to the current record.
- Enter text for the note in the text area
- Use the field selector to add record variables
- Example: This note is for $user.full_name.
- Add Note - Add a note to the current record.
- 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
- Provide a duration (optional)
- Provide a subject and description
- Use the field selector to add record variables
- 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