Adding or modifying a workflow action

  1. Select a value in the Action Type field on the Add/Edit Workflow Action page. Possible values:
    • Create Task

      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.
    • Send Email

      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.
    • Send Webhook

      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.

    • Update Fields

      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.

  2. Specify the description of the workflow action in the Action Description field.
  3. Select the Is Active check box to enable the workflow action.
  4. Click Save.