Rule Actions

1. Select the action to perform when 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.

Warning: 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.

• 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 - up to five levels deep.

• 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 it 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 Deprecation

• Create 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 - 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.

If a previous Rule (or Rule action) returned a value, the new value overwrites the old.

• 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.

2. As with conditions, additional options appear, depending on the action you select.

3. Click [Add More] to specify additional actions.