Moving an Action

You can move a workflow action to a different state in the same workflow. Use the State property for an action to choose the state where you want to move the action. Move an action, for example, when you troubleshoot or redesign a workflow and want an action to execute in a different state.

Use the following guidelines for moving an action:

• The action retains all the original properties in the new state. It appears at the end of the list on the Actions subtab for the new state. Reorder the action to change the position.

• Actions in an action group cannot be moved. You can copy these actions. See Copying an Action.

• You cannot move actions that reference a state field. When you click Save after moving an action that references a state field, an error appears. Edit the action and resolve the error before you move it.

• If an action contains a condition, the condition becomes read-only when you move the action. Edit the action in the new state to edit the condition.

• The parameters for a Set Field Value action are set to blank when you move it.

To move an action:

1. If you have not already done so, open the existing workflow that contains the action that you want to move.

   See Viewing Existing Workflows or Workflow Searches.

2. In the diagrammer, select the state that contains the action that you want to move, hover over the action in the context panel, and click the Edit icon.

3. On the Workflow Action window, select a new value for the State property, and click Save.

4. Click Save.

5. Edit the action in the new state. You can reorder the action or edit the action to make the condition editable. See Editing an Action.

Related Topics

• Working with Actions
• Creating an Action
• Editing an Action
• Deleting an Action
• Ordering Actions
• Reordering Actions
• Copying an Action
• Using Action Groups
• Using Sublist Action Groups
• Scheduling an Action
• Workflow Actions Overview

General Notices