Rule Actions

Selecting actions

1. Select the action to perform when Rule conditions are satisfied.
   (Possible actions are listed below)

2. As with conditions, additional options appear, depending on the action you select.

   

3. Click [Add More] to specify additional actions.

   

Available Actions

Set Priority

This option appears for Cases. It allows the priority to be changed--for example from "P2" to "P1"

• Trigger Rules - This option enables the firing of Case-update rules.

Set Status

This option appears for Cases. It allows the status to be changed--for example, to Closed

• Trigger Rules - This option enables the firing of Case-update rules.

Add Record

Select an object to add a record to, and specify field values for the record:

• Do Not Trigger Rules - By default, Rules are enabled when adding a record. This option disables them.
• Use the Field Chooser to select object fields.
• For each field, use the Formula Builder to specify the field value.

Update Record

Modify data in the current record

• Trigger Rules - This option enables the firing of record-updated rules.

Warning: Be careful when triggering rules in a record-update action. Make sure that there is no possibility of an "infinite regression", where one update triggers a Rule which updates a record, which re-triggers the first Rule, and so on.

• Use the Field Chooser to select fields to modify -- including fields in a record targeted by a Lookup field in the current record, or fields targeted by Lookups in those records, and so on, as shown here:

• For each field, use the Formula Builder to specify the field value.

Add Note

Add a note to the current record.

• Enter text for the note in the text area
• Use the field selector to add record variables
• Example: This note is for $user.full_name.

Assign to User

Determine the new owner of the record. The options are:

• Logged-In User -
• Pick a User - A lookup field appears. Use it to select a specific user.
• Select a User Field - The [Choose User] button appears. Use it to select a lookup field that targets the Users object. ::: The field can be defined in the current record or in a target record that they point to.

For example: Owner > Reports To > Reports To_id assigns the record to the current owner's second-level manager.

• Use an expression - Use a combination of fields and expression operators to choose the user to assign to.

This feature is commonly used to find a User field defined in an associated record.

For example, from the Order_Item record, the Rule might choose Order > Customer > Agent in Charge_id

Assign to Team

Determine the group the record goes to, so members of the group can claim it.

Send Email

Send a message, optionally using an Email Template

Note:
Do not choose a template that includes a JSP page as an attachment.
Learn more: JSP Attachment Deprecation

Create Task

Create a new task and specify its settings:

• Owner - Who should perform the task.
• Subject - Title of the task.
• Duration - How long it is expected to take.
• Do not notify - A notification is sent automatically, unless this box is checked.
• Description - Description of the activity to perform.
  Use the Record Variable selector to add references to record fields, dates, times, user data, and company information.

Start Process

Automatically initiate a Process.

Change Process Status

Set the status of the process.

Execute Rule Set

Chain to a different Rule Set, and execute those Rules. Come back to this set when done, and resume processing with the next Rule.

Invoke Method

Learn more: Invoke a method in a Java Class

Execute Web Service

Select a Web Service, and specify the mappings for its input and output parameters.

Return Process Decision Value

This action can be taken by a Rule in a Rule Set whose return type is "Process Decision Value".

The specified value becomes available for testing in a Process Decision Switch.

When this action is taken, rule processing stops.

Learn more: Rule Set Properties

Return Step Owner

This action can be taken by a Rule in a Rule Set whose return type is "Step Owner".

Select the User, Role, or Team who will be the assigned the task associated with a Process step.

When this action is taken, rule processing stops.

Learn more: Rule Set Properties