Creating a Workflow Action

To create a workflow action, complete the following procedure.

To create a workflow action

1. In the Workflow Rule Detail page, in the Actions title bar, click Menu and select Create Task.

2. In the Workflow Action Edit page, enter a name for the action.

3. If you want to enable the action, select the Active check box.

4. In the Owner menu, select Relative User on Record, and then select the appropriate task owner.

5. In the Type menu, select the appropriate task type.

6. In the Due Date menu, enter the expression that evaluates to the appropriate due date for the task.

   You can use Expression Builder to create the expression. Click the fx icon beside the field to open the Expression Builder window.

7. In the Subject field, enter the subject.

8. Save the action.

Repeat these procedures until you have configured all of the necessary workflow rules and actions.

For more information about configuring workflow rules and actions, see Oracle CRM On Demand Online Help.