Difference between revisions of "Rule Actions"
From AgileApps Support Wiki
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#* '''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" | ||
#* '''Set Status -''' Change the status of a Case--for example, to mark it as closed | #* '''Set Status -''' Change the status of a Case--for example, to mark it as closed | ||
#* '''Update Record -''' | #* '''Add Record -''' Add a record to a selected object | ||
#* '''Update Record -''' Modify data in the current record | |||
#* '''Add Note -''' Add a note to the current record | |||
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#* '''Assign to User -''' Determine the new owner of the Case record | #* '''Assign to User -''' Determine the new owner of the Case record | ||
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#* '''Send Email -''' Send a message, optionally using an [[Email Template]] | #* '''Send Email -''' Send a message, optionally using an [[Email Template]] | ||
#* '''Post Message in Relay -''' Deliver a message to a social-networking [[Relay]] feed | <!--#* '''Post Message in Relay -''' Deliver a message to a social-networking [[Relay]] feed--> | ||
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#* '''Start | #* '''Create Task -''' Create a new task and specify who it is to be assigned to | ||
#* '''Change | #* '''Start Process -''' Automatically initiate a [[Process]] | ||
#* '''Change Process Status -''' Set the status of the process. | |||
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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. | #* '''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. |
Revision as of 02:17, 17 April 2013
- Select the action to perform when the Rule conditions are satisfied.
- 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
- Add Record - Add a record to a selected object
- Update Record - Modify data in the current record
- Add Note - Add a note to the current record
- 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
- 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 when done, and resume processing with the next Rule.
- Invoke Method - Invoke a method in a Java Class
- As with conditions, additional options appear, depending on the action you select.
- Click [Add More] to specify additional actions.