Difference between revisions of "Rule Actions"

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::* '''Send Email -''' Send a message, optionally using an [[Email Template]]
::* '''Send Email -''' Send a message, optionally using an [[Email Template]]
:::{{Deprecated JSP Attachment Note}}


::* '''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   

Revision as of 01:08, 21 March 2014

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.

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 updates a record, which re-triggers the first Rule, and so on.

  • 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.
  • 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
Template:Deprecated JSP Attachment Note
  • 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
  • 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.
RuleActionOptions.png
3. Click [Add More] to specify additional actions.
RuleActionsAddMore.png