Difference between revisions of "Rule Actions"
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<noinclude>__NOINDEX__</noinclude> | <noinclude>__NOINDEX__</noinclude> | ||
# Select the ''action'' to perform when the Rule conditions are satisfied. | # Select the ''action'' to perform when the Rule conditions are satisfied. | ||
#: [[ | #* '''Set Priority -''' Change the priority of a case, for example from "P2" to "P1" | ||
#* '''Set Status -''' Change the status of a Case--for example, to mark it as closed | |||
#* '''Update Record -''' Make a change to the Case record | |||
#: | |||
#* '''Assign to User -''' Determine the new owner of the Case record | |||
#* '''Assign to Team -''' Determine the group it goes to, so members of the group can claim it | |||
#: | |||
#* '''Send Email -''' Send a message, optionally using an [[Email Template]] | |||
#* '''Post Message in Relay -''' Deliver a message to a social-networking [[Relay]] feed | |||
#: | |||
#* '''Start Activity -''' Automatically initiate an activity associated with a Case [[Process]] | |||
#* '''Change Activity Status -''' Set the status of the activity. | |||
#: | |||
#* '''Execute Rule Set -''' Chain to a different Rule Set, and execute those Rules. Come back to this when done, and resume processing with the next Rule. | |||
#* '''Invoke Method -''' Invoke a method in a Java [[Class]] | |||
#: | |||
# As with conditions, additional options appear, depending on the action you select. | # As with conditions, additional options appear, depending on the action you select. | ||
#: [[File:RuleActionOptions.png]] | #: [[File:RuleActionOptions.png]] | ||
# Click '''[Add More]''' to specify additional actions. | # Click '''[Add More]''' to specify additional actions. | ||
#: [[File:RuleActionsAddMore.png]] | #: [[File:RuleActionsAddMore.png]] | ||
Revision as of 01:42, 17 April 2013
- Select the action to perform when the Rule conditions are satisfied.
- Set Priority - Change the priority of a case, for example from "P2" to "P1"
- Set Status - Change the status of a Case--for example, to mark it as closed
- Update Record - Make a change to the Case record
- Assign to User - Determine the new owner of the Case record
- Assign to Team - Determine the group it goes to, so members of the group can claim it
- Send Email - Send a message, optionally using an Email Template
- Post Message in Relay - Deliver a message to a social-networking Relay feed
- Start Activity - Automatically initiate an activity associated with a Case Process
- Change Activity Status - Set the status of the activity.
- Execute Rule Set - Chain to a different Rule Set, and execute those Rules. Come back to this when done, and resume processing with the next Rule.
- Invoke Method - Invoke a method in a Java Class
- As with conditions, additional options appear, depending on the action you select.
- Click [Add More] to specify additional actions.
