Ordering Actions

In previous releases, new actions were added to the end of a list of actions for a workflow and could be rearranged in any order.

Beginning in 2015.2, a set of rules was created to organize actions in the same way on both the global list and on the context panel. Workflow actions must be ordered based on their triggers, according to the following order:

  1. Entry

  2. Exit

  3. Before Record Load

  4. Before User Edit

  5. Before Field Edit

  6. After Field Edit

  7. After Field Sourcing

  8. Before User Submit

  9. After Record Submit

  10. Scheduled

When a user adds a new action to a workflow, the new action is added right after the last action of the same trigger. If the trigger has no other action, SuiteFlow goes up the order of triggers and tries to do the same for each preceding trigger. If no such preceding action is found, the new action is added to the beginning of the list of actions.

When a user changes the trigger of an existing action, the action is placed in the same position as if it were newly added. This position is immediately after the last action of the same trigger or preceding trigger, or at the beginning of the list of actions if no preceding action is found.

When a user wants to move an action, if there are other actions with the same trigger, the action can be placed before or after an action with the same trigger. Alternately, it can be placed right after the last action with the preceding trigger. SuiteFlow goes up the order of triggers and picks the first last action available. If there are no actions with preceding triggers, the action can be moved to the first position in the list.

If you attempt to move an action to an inappropriate place in the action list, an error appears telling you where you can move the action within the list of actions.

Note:

The global action order can be viewed in the Workflow State window. In the context panel, actions are grouped by their trigger type, so only the mutual order of actions of the same trigger type is visible.

Related Topics

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

General Notices