Rule Actions

From AgileApps Support Wiki
Revision as of 01:42, 17 April 2013 by imported>Aeric
  1. 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
    • Update Record - Make a change to the Case 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
    • Post Message in Relay - Deliver a message to a social-networking Relay feed
    • Start Activity - Automatically initiate an activity associated with a Case Process
    • Change Activity Status - Set the status of the activity.
    • 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
  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