Automate Actions Using a Groovy Script

Here's how to create an Automation step that takes the action you specify in a Groovy script. You must create the Groovy script as a custom Smart Action ahead of time. This step is automatic, so salespeople don’t see any generated recommendations in the UI.

Setup

1. Create the step with these entries:

   Field	Value
   Step Name	Enter a name for the step. The name is visible only for the administrator.
   Suggestion Text	Optional description.
   Type	Automation
   Action	Select the custom smart action with the Groovy script that you created in Application Composer. For the smart action to appear in this list you must enter these values in the Availability section: Sales in the Application field and Orchestration in the UI Availability field.

2. Click Add to save the step.
3. Click Edit Properties to edit the step.
4. In the Properties page, link to the next steps in the orchestration by selecting the next step in the Next Step on Success field.
5. Click Save.