Difference between revisions of "Rule Actions"

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imported>Aeric
imported>Aeric
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#*:'''Important:'''
#*:'''Important:'''
#*:This action does ''not'' generate record update events (in order to prevent infinite recursions).  
#*:This action does ''not'' generate record update events (in order to prevent infinite recursions).  
#* '''Add Note -''' Add a note to the current record. ([[Template Variables]] can be used as placeholders for record-specific data.)
#* '''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 values
#** Enclose the entire string in single quotes
#**: '''Example:''' <tt>'This note is for $user.full_name.'
#:
#:
#* '''Assign to User -''' Determine the new owner of the record
#* '''Assign to User -''' Determine the new owner of the record

Revision as of 19:56, 10 July 2013

  1. Select the action to perform when the Rule conditions are satisfied.
    • Set Priority - This option appears for Cases. It allows the priority to be changed--for example from "P2" to "P1"
    • Set Status - This option appears for Cases. It allows the priority to be changed--for example, to Closed
    • Add Record - Add a record to a selected object
    • Update Record - Modify data in the current record
      Important:
      This action does not generate record update events (in order to prevent infinite recursions).
    • 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 values
      • Enclose the entire string in single quotes
        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
    • 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
  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