Actions

Adding an action

Drag and drop the Add action icon onto the view to open the Select an action type screen.

Action editing screen

Information tab

The fields displayed in the Edit action panel vary depending on the action type (for example, a human-based web form action or a sub-process action).

  1. If the action is a sub-process.

  2. If the action is an application.

  3. Available for Automatic to the person and Manual assignment methods.

  4. Enabled if the assignment method is Manual.

  5. Enabled if a lead time is specified.

  6. The default help text limit of 10,000 characters can be customized by editing the value of the AdministrationMaxHelpTextSize parameter in the web.config file.

Deleting an action

Only a process/folder manager or an administrator can delete an action. If the process is active or archived, the action cannot be deleted.

Adding a loop on the first action

It's not possible to create a transition leading back to the first action of a process (this isn't the same as a loop transition, which is permitted). You must add a new action that will be automatically assigned to the requester and create a loop with it.

📌 Example

Here, the action UPDATES is added:

- INITIATES > VALIDATES > UPDATES > VALIDATES > UPDATES > VALIDATES > ...

Assignment methods

Automatic

  1. The Automatic to the action initiator method is available if the participant of the previous action is the same as the participant of the current action.

  2. If the Automatic to the person method is selected, the Retrieve the user from the data field must be filled in.

Manual

Available assignment methods by action type

The following table shows the available assignment methods depending on the action type (synchronization, application, or sub-process) and the action application type (web procedure, web service, asynchronous web procedure, or web application).

  1. The Automatic to the action initiator method is available if the participant of the previous action is the same as the participant of the current action.

  2. If the Automatic to the person method is selected, the Retrieve the user from the data field must be filled in.

Available assignment methods for Web application actions by participant type and role

The following table shows the available assignment methods when selecting an Application action type and a Web application action application type depending on the associated participant type and participant role.

  1. The Automatic to the action initiator method is available if the participant of the previous action is the same as the participants of the current action.

  2. If the Automatic to the person method is selected, the Retrieve the user from the data field must be filled in.

Next action tab

* An action can only be used once as the "next action" in the transition from the current action.

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