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 -''' This option appears for [[Cases]]. It allows the priority to be changed--for example from "P2" to "P1"
#* '''Set Priority -'''  
#** '''Trigger Rules -''' This option enables the firing of Case-update rules.  
#*:* 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 status to be changed--for example, to ''Closed''
#*:* '''Trigger Rules -''' This option enables the firing of Case-update rules.  
#** '''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
#* '''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.  
#*:* '''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
#* '''Update Record -''' Modify data in the current record
#** '''Trigger Rules -''' This option enables the firing of record-updated rules.  
#*:* '''Trigger Rules -''' This option enables the firing of record-updated rules.  
#* '''Add Note -''' Add a note to the current record.  
#* '''Add Note -''' Add a note to the current record.  
#*:* Enter text for the note in the text area
#*:* Enter text for the note in the text area

Revision as of 19:15, 30 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"
      • 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.
    • Add Note - Add a note to the current record.
      • Enter text for the note in the text area
      • Use the field selector to add values from the current record
    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