Adding or modifying a workflow action

If this value is selected in the Action Type field, the additional fields are displayed. You must specify this information:

Task Assigned To

Select the name to whom the new task is being assigned.

Task Name

Select the name to whom the new task is being assigned.

Task Name

The name of the task.

Task Description

The task description.

If this value is selected in the Action Type field, the additional fields are displayed. You must specify this information:

Send to Owner

Select this check box to send email to the workflow rule owner.

Send to Salesperson

Select this check box to send email to salesperson.

Send to Contact with Role

The contact to whom the email must be sent.

Distribution Lists

The email is sent to the group in the distribution list.

Send Email From

The email account from which the email is sent.

Confirmation Email Template

The confirmation email template that is used for sending the email.

Note: You can use the Manage Email Templates page from the Settings functionality to create the email template.

If this value is selected in the Action Type field, the Webhook Action field is displayed. You must select an appropriate value in the Webhook Action field.

If this value is selected in the Action Type field, the Add/Edit Field Update Values section is displayed. You must add the required field and the field value.