8.4.2.1 Add Action

To add a new action, follow these steps:
  1. Click Open Open icon to view the Ask Oracle page.
  2. Click Admin menu. The Investigation Hub Administration page is displayed.
  3. Click Workflow Designer link. The Workflow Designer page is displayed.
  4. Click Actions tab. The Actions page is displayed.
  5. Click Add Action. The Add Action pane is displayed.
  6. Enter/Select the fields as described in the following table.

    Table 8-5 Add Action - Field Description

    Field Description
    Code

    Enter a new action code. This is the unique code of the action that identifies the action. For example, CA123. This code is not displayed on the UI.

    Note:

    This cannot be edited after the action has been added.
    Name Action name that is displayed on the UI, except for the Audit History window.
    Description Enter description about the action. This must be provided for auditing purposes.
    Category

    Select the Category within which this action is displayed on the Action window. This cannot be edited after the action has been added.

    For example, the Send Email action is in the Email category. Action categories allow you to segment actions into logical groups for easy reading on the UI. This does not affect the action in any way.
    Name in Audit History Action name that is displayed on the Audit History window.
    Status Changing Action Select whether this action should change the case status. It is recommended that the resulting status defined here is the same that is defined in the workflow designer.

    Note:

    All the fields are mandatory except Status Changing Action.
  7. Click Save. The new action will be added and listed in the Actions page.