Step 5 Create Actions

This step shows you how to use the Workflow State window to add actions to a state. The actions added to the states execute according to their triggers when the record enters the state in the workflow.

In this step, you add a Set Field Mandatory action in State 1 Entry and a Go To Page action in Step 2 See Opportunities.

To create the actions in the workflow states:

1. If you have not already done so, complete Step 4 Create Workflow States.

2. To create a new action for State 1 Entry, in the workflow diagrammer, double-click State 1 Entry and click the New Action button in the Workflow State window. The New Action window appears.

3. Click Set Field Mandatory.

4. In the Workflow Action window, set the following properties:

   Property	Value
   Trigger On	Entry
   Field, in the Parameters section	Title
   Mandatory, in the Parameters section	Checked

5. Click Save.

6. Verify that the action in the context panel looks like the following screenshot:

   

7. Repeat step 2 to access the New Action window for State 2 See Opportunities.

8. Click Go To Page. The Go To Page window appears.

9. Set the Trigger On field to Entry.

10. Under Parameters, in the Target Page field, enter Opportunities and select Opportunities in the dropdown list that appears. The following screenshot shows Opportunities selected in the Target Page field:

    

11. Click Save.

12. Verify that the action in the context panel looks like the following screenshot:

    

13. To continue with the tutorial, continue to Step 6 Create a Transition.

Related Topics

Creating Your First Workflow

Step 1 Define Workflow Basic Information

Step 2 Define Workflow Initiation

Step 3 Define the Workflow Condition

Step 4 Create Workflow States

Step 6 Create a Transition

Step 7 Initiate and Validate the Workflow

Workflow Actions

Working with Actions

Workflow Actions Overview

General Notices