Actions for Answer Rules

These are the actions that you can choose for answer rules.

Actions for Answer Rules

Action Description
Set Field Select this option, then select a field to set or change.
Answer Access Sets the Access Level field to the access level you select. To select multiple access levels, press Ctrl while making each selection.
Assigned Sets the Assigned field to the staff account you select.
Status Sets the Status field to the status you select.
Banner Flag Sets the importance of the flag to the level you select from the drop-down list and adds any text you type in the Banner Note field.
Set Custom Field Select an answer custom field and set the value. You must add an answer custom field to your site for it to display.
Set Variable Set the variable to an absolute value, increment or decrement the variable, or append or prepend a character string.

The available actions depend on the variable’s data type. For variables to display, they must be added to the Rules tree.

Email Select this action to send the following type of email notification.
Send Escalation Notification Sends an escalation notification to the staff member or group you select.

You can also select a check box to send the escalation notice to the staff person assigned to the answer.

If multiple recipients are selected, press Ctrl and click a recipient to add it to (or clear it from) the list of selected recipients.

Execute Object Event Handler Select this action to trigger an external event and then select the type of object event handler from the drop-down list.

For objects to display in the Execute Object Event Handler drop-down list, they must be added on the process designer and then the process model must be deployed.

Send Notification to Answer Sibling Assignee(s) Sends a notification to the owners of sibling answers.
Escalate Escalate the answer to the selected level and set other escalation settings.
Clear Escalation Clear the escalation level.