Adding an automatic action to a process

Process rules for automatic action:

• An automatic action can exist as the end node of many connections. This can be from preconditions, actions, automatic actions, or assignments.
• An automatic action can have only one forward connection. This is either to an automatic action, an assignment, a decision, or a status.

To add an automatic action:

1. In the Process Designer component, open the required process.
2. From the Toolbox, drag Automatic Action Instance onto the workspace.
   The Select Action dialog appears.
   
3. Select the relevant automatic action, then click OK.
4. In the Properties grid, alongside Action Instance Data, click .
   If you specified the default window for this Action, then the default window for this action appears.
5. Complete the relevant information, then click OK.
   The automatic action appears on the workspace. Automatic actions are green, and manual actions are blue.
6. Repeat as required, then click .