Moving an Action

You can move a workflow action to a different state in the same workflow. Use the State property to choose the state where you want it to go. For example, you may move an action when you troubleshoot or redesign a workflow so it runs in a different state.

Use the following guidelines for moving an action:

• The action keeps all its original properties in the new state. It appears at the end of the list on the Actions subtab. You can reorder the action to change its position.

• You can't move actions in an action group, but you can copy them. See Copying an Action.

• You can't move actions that reference a state field. If you move one and try to save, you get an error. Edit the action and fix the error before you move it.

• If an action has a condition, the condition becomes read-only after you move the action. Edit the action in the new state to change the condition.

• The parameters for a Set Field Value action are blank after you move it.

To move an action:

1. 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 with the action you want to move. Hover over the action in the context panel, and click the Edit icon.

3. In 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 it or edit the action and 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