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:
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Workflow Action
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Specify the name of the action.
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Description (no field name)
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A user-friendly description of the action. This is translatable.
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Active
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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.
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System
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Do not use this field.
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Always Available
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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.
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Available for Automation
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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.
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Display Order
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Specify the place of the action in the list of actions in workflow steps and in the actions library.
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Required Selection for Automation
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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.