Define Automation Process Visual Workflow Actions

Use the Actions section of the Automation Process Visual Workflow Process Designer to define one or more Actions, which occur as a result of a time or event trigger.

Good to know:

  • If you want more than one Action to take place, drag additional Actions onto the Designer Board and organize them as desired. You can change the behavior of an Action in the Current Step Details pane below the Designer Board. Alternatively, you can double-click the Action to view an associated Manager or editor for the Action (example: One-Step Action Manager).
  • When you click-and-drag a Jump Step onto the Designer Board, the Jump icon Jump to Step displays on steps that allow the Action.

To define Automation Process Visual Workflow Process Actions:

  1. Open the Automation Process Visual Workflow Process Designer.
  2. Click-and-drag one or more Actions to the Designer Board:
    • Run One-Step Action: Run an One-Step Action when the defined time or event occurs.
    • Send Email: Send an email when the defined time or event occurs to inform a User that the event has taken place. Edit the email content by clicking the Send Email link in the Execute Action Field.
    • Tweet: Compose a Tweet to inform Users or Customers that an event has taken place. Edit the Tweet by clicking the Send Tweet link in the Execute Action field.
    • Update Bus Ob: Update a Field in a Business Object. Edit the Business Object by clicking the Update Business Object link in the Execute Action field.
    • Create Child: Create a Child Business Object (example: Journal, Task, Customer Survey). Edit the Child Business Object by clicking the Create Child Business Object link in the Execute Action field.
    • Queue Action: Add the Record to a specific Queue.
    • Jump to Step: Jump to a specific step in the Automation Process. Select the step using the drop-down.
    • Jump to End: End the Automation Process if the previous step takes place.

  3. Select OK.