Define Actions for a Simple Action/Event Automation Process

Use the Action page in the Simple Action/Event Automation Process window to define general properties for the process.

When you define actions, you define:
  • One-Step Action: One-Step Action to run when the event takes place.
  • Action: Action to run when the event takes place.
If you create a Save One-Step Action that saves child Business Objects before the parent Business Object is saved, those child events will not execute properly. Ensure you clear the Execute before saving record check box on the Save Action for the child events.

To define general properties for a Simple Action/Event Automation Process:

  1. Create a Simple Action/Event Automation Process.
  2. Click the Actions page.
    The Actions section opens below the general properties.
  3. Define a One-Step Action to run when the event takes place:
    1. Select theOne-Step Actionradio button.
      The One-Step Action Field and Ellipses button become active.
    2. Click the Ellipses button Ellipses Button to open the One-Step Action Manager, and then select an existing One-Step Action or create a new One-Step Action.
  4. Define an Action to run when the event takes place:
    1. Select the Execute Action radio button.
      The Execute Action Field and Action button become active.
    2. Click the Action button, and then select an available Action in the drop-down:
      • Send an email
      • Send Tweet
      • Update a Business Object
      • Create a Child Business Object
  5. Select OK.