Working with Actions

Each state in a workflow can contain actions. The actions used in a workflow depend on the type of business processes automated by the workflow. Each state can contain one or more actions. Each action includes a basic set of properties that apply to all actions. In addition, each action has specific properties, based on the values of the record in a workflow, that you use to configure the action. For an overview of actions in SuiteFlow, including action properties, triggers, and conditions, see Workflow Actions.

For a list of all actions available in SuiteFlow, see Workflow Actions Overview.

The following table describes where you can get more information about working with actions:

Task

For more information, see ...

Create an action in a state

Creating an Action

Edit an existing action

Editing an Action

Delete an action

Deleting an Action

Order actions in a state

Ordering Actions

Reorder actions in a state

Reordering Actions

Move an action to another state

Moving an Action

Copy an action

Copying an Action

Use an action group to use the same condition with multiple actions

Using Action Groups

Use a sublist action group to execute actions on Items sublist lines

Using Sublist Action Groups

Set an action to execute on a schedule

Scheduling an Action

View a list of all available actions and links to more information

Workflow Actions Overview

Examples of using actions in a workflow, including the Add Button action and executing an action with a saved search as a condition

Action Examples

Related Topics

Working with Workflows
Creating a Workflow
Creating a Workflow from a Workflow Template
Scheduling a Workflow
Viewing Existing Workflows
Editing a Workflow
Working with States
Working with Transitions
Working with Conditions
Working with Custom Fields

General Notices