Administrators can create custom actions
and add them to the actions library. After a user-defined action is created,
administrators can update it. Administrators can delete custom actions only if the
actions are not being used in a workflow.
-
Select .
-
Click Create.
-
Specify this information:
- Workflow Action
- Specify the name of the
action.
- Description (no field name)
- A user-friendly description of the action.
This is translatable.
- Active
- If the action is active, then it is
available to be added to workflow steps. If it is inactive, then it
is not available to be added to workflow steps, but it is retained
in the actions library.
- System
- Do not use this field.
- Always Available
- Specify the availability of the action in
workflow step configuration menus. When always available, an action
is available in every workflow step. When not always available, an
action is available only if the administrator manually adds it to a
step.
- Available for Automation
- Custom actions are not available for automation. Custom actions
can be made Always Available or available
within specific workflow steps for manual selection by the user.
- Display Order
- Specify the place of the action in the list
of actions in workflow steps and in the actions
library.
- Required Selection for
Automation
- This field shows the required data when the action is automated
in a workflow step to prompt the user to select the data type for
the action.
-
Click Save.