Difference between revisions of "Rule Actions"
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# Select the ''action'' to perform when the Rule conditions are satisfied. | # Select the ''action'' to perform when the Rule conditions are satisfied. | ||
#* '''Set Priority -''' | #* '''Set Priority -''' If the record has a priority field, this option allows it to be changed. For example from "P2" to "P1" | ||
#* '''Set Status -''' | #* '''Set Status -''' If the record has a status field, this option allows it to be changed. | ||
#* '''Add Record -''' Add a record to a selected object | #* '''Add Record -''' Add a record to a selected object | ||
#* '''Update Record -''' Modify data in the current record | #* '''Update Record -''' Modify data in the current record |
Revision as of 02:18, 17 April 2013
- Select the action to perform when the Rule conditions are satisfied.
- Set Priority - If the record has a priority field, this option allows it to be changed. For example from "P2" to "P1"
- Set Status - If the record has a status field, this option allows it to be changed.
- 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.