Drag and drop the Add action icon onto the view to open the Select an action type screen.
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).
If the action is a sub-process.
If the action is an application.
Available for Automatic to the person and Manual assignment methods.
Enabled if the assignment method is Manual.
Enabled if a lead time is specified.
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.
Only a process/folder manager or an administrator can delete an action. If the process is active or archived, the action cannot be deleted.
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.
Here, the action UPDATES is added:
- INITIATES > VALIDATES > UPDATES > VALIDATES > UPDATES > VALIDATES > ...
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.
If the Automatic to the person method is selected, the Retrieve the user from the data field must be filled in.
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).
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.
If the Automatic to the person method is selected, the Retrieve the user from the data field must be filled in.
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.
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.
If the Automatic to the person method is selected, the Retrieve the user from the data field must be filled in.
* An action can only be used once as the "next action" in the transition from the current action.
Fields
Remarks
Application or action type
Type of action or application used by the action
Name
Unique identifier for the action; must respect nomenclature and be limited to 30 characters (required field)
Description
Action description (limited to 255 characters)
Participant [1]
Participant involved in the action (required field)
Sub-process [1]
Sub-process associated to the action (required field)
The list of available sub-processes is built according to the process status:
If the process is active, you can choose only active or archived sub-processes
If the process is in test or under construction, you can choose in test, active, or archived sub-processes
⚠️ Warning: If you change the sub-process to another one, all of the current parameters of the previous sub-process will be deleted.
Sub-process version
The sub-process version (optional)
Auto finds the most recent active, in test, or archived version (in that order) and chooses it, but if you specify a specific version in the Number field, that version will be chosen regardless of its status.
Sub-process requester [1]
Process users automatically defined as the requester of the sub-process (required field)
Assignment method [2]
Method of assigning the action to a participant (required field)
Retrieve users from [3]
Process data containing a list of usernames (separated by commas) of the persons to whom the action will be assigned (required field)
Split mode
Sets the action's behavior between a traditional synchronization bar and a split bar. Disabling incoming transition synchronization:
Checked (split bar): Do not synchronize incoming transitions (e.g. parallel actions)
Unchecked (synchronization bar): Synchronize incoming transitions (e.g. parallel actions)
✏️ Note: Applicable to synchronization and split bars only.
Begin block activity
Defines a new block of activities specifying the begin action of the block (e.g. split action). The split action can be any type; the current synchronization bar will be automatically considered as the end action of the block (e.g. joint action).
✏️ Note: Applicable to synchronization bars only.
Lead time [4]
Amount and unit of time before the action is considered late; the value can be specified by a fixed value or retrieved at runtime from a data value.
Units:
Years
Months
Days (takes working days into account)
Hours (takes working days and hours into account)
Minutes (takes working days and hours into account)
Seconds (takes working days and hours into account)
You can choose the way the lead time will be calculated by checking (or not checking) the Use working days/hours to calculate the duration option.
Pause during
Amount and unit of time a synchronization or split bar will be paused before launch; the value can be specified by a fixed value or retrieved at runtime from a data value
You can choose the way the pause time will be calculated by checking (or not checking) the Use working days/hours to calculate the duration option.
✏️ Note: Applicable to synchronization and split bars only.
Delay / Start time
Amount and unit of time a system action will be delayed before launch; the value can be specified by a fixed value or retrieved at runtime from a data value You can choose the way the delay/start time will be calculated by checking (or not checking) the Use working days/hours to calculate the duration option.
You can also choose to start the first action execution without the specified delay by checking the Skip delay for the first execution when action is in direct loop option (enabled by default).
✏️ Note: Applicable to system actions only (e.g. assembly, web service, web procedure, etc.).
Cancel the assignment if the delay is greater than [5]
The action assignment can be automatically cancelled if the delay is greater than this specified value. You must specify a duration unit for this field.
Completion mode
Indicates if the action must be completed by the workflow engine in background
This option is useful when the completion takes a long time (a lot of notifications, the action is followed by a web service or a web process, etc.).
In this case, the user doesn't have to wait for the action completion to be redirected to the request follow-up form or the portal home page (according to the redirection setting defined in the Configuration Panel by the administrator).
Direct loop history
Keep direct loop actions history:
Checked (default): Creates a separate action for every execution when the action loops to itself only (original behavior)
Unchecked: Creates a single action for all executions when the action loops to itself only
✏️ Note: Applicable to system actions only (e.g. assembly, web service, web procedure, etc.).
Visible
Indicates if the action is displayed in the request follow-up form's actions history in the User Portal
Help text [6]
Help text for the action, visible in the User Portal; a link allows this text to be edited
Help link
URL of an external help document for the action, visible in the User Portal
Support email
Email address for support on the action, visible in user mode
Icon size
The action icon size for the process workflow graphical view; check Apply size to all actions to change the size of all action icons at once
Internal ID
Action’s ID
Method
Remarks
Automatic to the requester
The action is assigned to the user who initiates the request (e.g. first action of the process is assigned to the requester).
Automatic to the action initiator [1]
The action is assigned to the user who handled the previous action (e.g. launch of several actions one after the other by the same person).
Automatic to the person [2]
If the type of participant is Person, the action is assigned to the user associated with the participant.
If the type of participant is List of persons, the action can be assigned to the user whose username is found in the chosen process data. If the process data contains a list of usernames (separated by commas) then one instance of the activity is created and assigned to each user of the list. In this case, an assignment error might occur if the assigned user is not associated with the participant.
Automatic to the person who handled... (an action)
The action is assigned to the user who handled the selected action (e.g. the final approval must be done by the same user who approved first). The list of available actions to select (in the second drop-down) will be the ones to which the selected participant has previously been associated.
Automatic to the manager of the requester
The action is assigned to the manager of the user who initiates the request. An assignment error might occur if no manager is associated with the requester.
Automatic to the manager of the action initiator
The action is assigned to the manager of the user who handled the previous action. An assignment error might occur if no manager is associated with the action initiator.
Automatic to the manager of the person who handled … (an action)
The action is assigned to the manager of the user who handled the selected action. An assignment error might occur if no manager is associated with the user who handled the selected action. The list of available actions to select (in the second drop-down) will be the ones that the selected participant has previously been associated to.
Automatic to the system
Used for a synchronization related application or an automatic application (web procedure, asynchronous web procedure, or web service).
Method
Remarks
Manual by the action initiator
The user who handled the previous action selects the user to receive the next action assignment in the participant user list.
Manual by the person who handled... (an action)
The user who handled the selected action chooses the user who will receive the next action assignment in the participant user list. The list of available actions to select (in the second drop-down) menu will be the ones to which the selected participant has previously been associated.
For processes that contain sub-processes or automatic applications, this method can replace By the action initiator when the previous action has been handled by the system.
Manual by the coordinator
(Dispatching) One of the coordinators (of the selected participant) assigns the action to a user associated with the action participant.
Self-service
The first user associated with the participant who decides to handle the action receives the action assignment, at which time others are not able to handle the action anymore.
Available assignment methods
Sync
Web procedure, web service, async web procedure
Web application
Sub-process
Automatic
Automatic to the requester
❌
❌
See next table
✔️
Automatic to the action initiator [1]
❌
❌
✔️
✔️
Automatic to the person [2]
❌
❌
✔️
✔️
Automatic to the person who handled...
❌
❌
See next table
✔️
Automatic to the manager of the requester
❌
❌
See next table
✔️
Automatic to the manager of the action initiator
❌
❌
See next table
✔️
Automatic to the manager of the person who handled...
❌
❌
See next table
✔️
Automatic to the system
✔️
✔️
See next table
✔️
Manual
Manual by the action initiator
❌
❌
See next table
❌
Manual by the person who handled...
❌
❌
See next table
❌
Manual by the coordinator
❌
❌
See next table
❌
Self-service
❌
❌
See next table
❌
Available assignment methods
Person
List of persons: Participant
List of persons: Requester
List of persons with coordinator: Participant
List of persons with coordinator: Requester
Automatic
Automatic to the requester
❌
❌
✔️
❌
✔️
Automatic to the action initiator [1]
✔️
❌
❌
❌
❌
Automatic to the person [2]
✔️
✔️
✔️
✔️
✔️
Automatic to the person who handled...
❌
✔️
✔️
✔️
✔️
Automatic to the manager of the requester
❌
✔️
✔️
✔️
✔️
Automatic to the manager of the action initiator
❌
✔️
✔️
✔️
✔️
Automatic to the manager of the person who handled...
❌
✔️
✔️
✔️
✔️
Automatic to the system
❌
❌
❌
❌
❌
Manual
Manual by the action initiator
❌
✔️
✔️
✔️
✔️
Manual by the person who handled...
❌
✔️
✔️
✔️
✔️
Manual by the coordinator
❌
❌
❌
✔️
✔️
Self-service
❌
✔️
✔️
✔️
✔️
Field
Remarks
Action to be added *
Process action to add as the action following the current action
Columns
Remarks
Next action
Name of the next action
Transitions to
List of possible actions to follow
Condition/Exception
A link displays the transition’s condition form in edit mode
Deletion
Clicking x deletes the transition to the next action
Fields
Remarks
Application
Allows an action to be created based on the selected application
Synchronization
Allows a synchronization type action to be created (synchronization bar)
Manual
Allows a manual type action to be created (an action that is not associated with a form)
Sub-process independent
Allows an independent sub-process type action to be created
Sub-process embedded
Allows an embedded sub-process type action to be created
Tab
Remarks
Information
Displays the action form in edit mode
Parameters
Displays the list of required and additional parameters of an application type action
Next actions
Displays the list of actions following the current action in the workflow process
Notifications
Displays the automatic and additional notification lists for the action
