Difference between revisions of "Rule Actions"
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# Select the ''action'' to perform when the Rule conditions are satisfied. | |||
#: [[File:RuleActions.png]] | |||
# 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]] | |||
Each Rule can carry out one or more of these 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 Priority -''' Change the priority of a case, for example from "P2" to "P1" |
Revision as of 01:40, 17 April 2013
- Select the action to perform when the Rule conditions are satisfied.
- As with conditions, additional options appear, depending on the action you select.
- 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
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- 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
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- Send Email - Send a message, optionally using an Email Template
- Post Message in Relay - Deliver a message to a social-networking Relay feed
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- Start Activity - Automatically initiate an activity associated with a Case Process
- Change Activity Status - Set the status of the activity.
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- 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