Difference between revisions of "Rule Actions"

Revision as of 02:17, 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
- Add Record - Add a record to a selected object
- Update Record - Modify data in the current record
- Add Note - Add a note to the current 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
- Create Task - Create a new task and specify who it is to be assigned to
- 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 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.

@@ Line 3: / Line 3: @@
 #* '''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
+#* '''Add Record -''' Add a record to a selected object
+#* '''Update Record -''' Modify data in the current record
+#* '''Add Note -''' Add a note to the current record
 #:
 #* '''Assign to User -''' Determine the new owner of the Case record
@@ Line 9: / Line 11: @@
 #:
 #* '''Send Email -''' Send a message, optionally using an [[Email Template]]
-#* '''Post Message in Relay -''' Deliver a message to a social-networking [[Relay]] feed
+<!--#* '''Post Message in Relay -''' Deliver a message to a social-networking [[Relay]] feed-->
 #:
-#* '''Start Activity -''' Automatically initiate an activity associated with a Case [[Process]]
+#* '''Create Task -''' Create a new task and specify who it is to be assigned to
-#* '''Change Activity Status -''' Set the status of the activity.
+#* '''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 when done, and resume processing with the next Rule.