Difference between revisions of "Rule Actions"
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<noinclude>__NOINDEX__ __TOC__</noinclude> | <noinclude>__NOINDEX__ __TOC__</noinclude> | ||
;Selecting actions: | |||
# Select the ''action'' to perform when [[Rule]] conditions are satisfied.<br>(Possible actions are listed below) | # Select the ''action'' to perform when [[Rule]] conditions are satisfied.<br>(Possible actions are listed below) | ||
#: | #: | ||
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#: [[File:RuleActionsAddMore.png]] | #: [[File:RuleActionsAddMore.png]] | ||
;Available Actions: | |||
<blockquote> | <blockquote> | ||
=====Set Priority===== | =====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===== | =====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 Record===== | ||
Add a record to a selected object | :Add a record to a selected object | ||
: | ::* '''Do Not Trigger Rules -''' By default, Rules are enabled when adding a record. This option disables them. | ||
::* Use the Field Chooser to select object fields. | |||
::* For each field, use the [[Expression Builder]] to specify the field value. | |||
=====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. | |||
{{Warn|Be careful when triggering rules in a record-update action. Make sure that there is no possibility of an "infinite regression", where one update triggers a Rule which updates a record, which re-triggers the first Rule, and so on.}} | {{Warn|Be careful when triggering rules in a record-update action. Make sure that there is no possibility of an "infinite regression", where one update triggers a Rule which updates a record, which re-triggers the first Rule, and so on.}} | ||
{{:Common:Rule Action Field Expressions}} | {{:Common:Rule Action Field Expressions}} | ||
::* Use the [[Field Chooser]] to select fields to modify -- including fields in a record targeted by a [[Lookup]] field in the current record, or fields targeted by Lookups in those records, and so on, as shown here: | |||
:::: [[File:FieldChooser.png|border]] | :::: [[File:FieldChooser.png|border]] | ||
::* For each field, use the [[Expression Builder]] to specify the field value. | |||
=====Add Note===== | =====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 variables | ||
: | ::* '''Example:''' <tt>This note is for $user.full_name.</tt> | ||
=====Assign to User===== | =====Assign to User===== | ||
Determine the new owner of the record | :Determine the new owner of the record | ||
=====Assign to Team===== | =====Assign to Team===== | ||
Determine the group the record goes to, so members of the group can claim it. | :Determine the group the record goes to, so members of the group can claim it. | ||
=====Send Email===== | =====Send Email===== | ||
Send a message, optionally using an [[Email Template]] | :Send a message, optionally using an [[Email Template]] | ||
::'''Note:'''<br>Do not choose a template that includes a JSP page as an attachment.<br>''Learn more:'' [[JSP Attachment Deprecation]] | |||
=====Create Task===== | =====Create Task===== | ||
Create a new task and specify who it is to be assigned to | :Create a new task and specify who it is to be assigned to | ||
: | ::* Provide a duration (optional) | ||
: | ::* Provide a subject and description | ||
: | ::* Use the field selector to add record variables | ||
=====Start Process===== | =====Start Process===== | ||
Automatically initiate a [[Process]]. | :Automatically initiate a [[Process]]. | ||
=====Change Process Status===== | =====Change Process Status===== | ||
Set the status of the process. | :Set the status of the process. | ||
=====Execute Rule Set===== | =====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. | :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 Method===== |
Revision as of 00:22, 9 May 2014
- Selecting actions
- Select the action to perform when Rule conditions are satisfied.
(Possible actions are listed below) - As with conditions, additional options appear, depending on the action you select.
- Click [Add More] to specify additional actions.
- Available Actions
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.
- Use the Field Chooser to select object fields.
- For each field, use the Expression Builder to specify the field value.
Update Record
- Modify data in the current record
- Trigger Rules - This option enables the firing of record-updated rules.
Common:Rule Action Field Expressions
- Use the Field Chooser to select fields to modify -- including fields in a record targeted by a Lookup field in the current record, or fields targeted by Lookups in those records, and so on, as shown here:
- For each field, use the Expression Builder to specify the field value.
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 variables
- Example: This note is for $user.full_name.
Assign to User
- Determine the new owner of the record
Assign to Team
- Determine the group the record goes to, so members of the group can claim it.
Send Email
- Send a message, optionally using an Email Template
- Note:
Do not choose a template that includes a JSP page as an attachment.
Learn more: JSP Attachment DeprecationCreate Task
- Create a new task and specify who it is to be assigned to
- Provide a duration (optional)
- Provide a subject and description
- Use the field selector to add record variables
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
- Learn more: Invoke a method in a Java Class
Return Process Decision Value
- This action can be taken by a Rule in a Rule Set whose return type is "Process Decision Value".
- The specified value becomes available for testing in a Process Decision Switch.
- When this action is taken, rule processing stops.
- Learn more: Rule Set Properties
Return Step Owner
- This action can be taken by a Rule in a Rule Set whose return type is "Step Owner".
- Select the User, Role, or Team who will be the assigned the task associated with a Process step.
- When this action is taken, rule processing stops.
- Learn more: Rule Set Properties