Workflow Actions
A workflow action enables association of a processing execution with triggering of a workflow transition (processing execution can be postponed until dispatch or a later scheduled date).You can create a workflow action:
• on a workflow transition
For more details, see Workflow Transitions.• on a workflow status
For more details, see Workflow Statuses.Configuring a workflow action on a workflow status
It can be useful to specify a workflow action on a workflow status:
• to trigger a scheduled transition
Example: an action is triggered 10 days after the arrival of a workflow transition in the status
For more details, see Implementing scheduled transitions.• to factorize and avoid avoid specifying the same action on various workflow transitions
When a transition is triggered, it is the action specified on the target (and not source) status that is implemented.Creating a workflow action
Execution of a workflow action is by implementation of a macro. The macros proposed as standard enable execution of different types of action.
To create a workflow action:
1. See Accessing workflow definitions.
2. In the workflow definition diagram, click the Workflow Action button in the diagram insert toolbar, then click in the diagram.
The action creation wizard opens.
3. Create an implementation macro or select a macro corresponding to the required action:
• "Automatic triggering of a transition": when the transition is triggered, you can automatically trigger another transition
For more details, see Implementing scheduled transitions.• "Automatic triggering of a transition with interaction"
For more details on macros with workflow interaction, see Implementing Workflow Interactions.• "Send mail"
• "Send mail with interaction workflow"
• "Send notification"
• "Send notification with interaction workflow"
For more details on macros for sending notifications or e-mails, see Configuring Actions with Message or Notification.• "Update attribute for subject"
For more details, see Managing object status with a specific attribute.4. Select the execution type:
• Immediate
• Scheduled
For more details on scheduling transitions, see Implementing scheduled transitions.• At dispatch
Depending on the implementation macro selected and the execution type, different dialog boxes appear.
5. Click Finish.
6. In the diagram, connect the action you have just created to the workflow transition (or status) required.