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Workflow enables you to use scripts to perform workflow actions. Use the Events section to access the Script Editor where you can create a new script. You also use the Events section to configure which scripts to execute, and when. You can execute the script after a workflow action, or upon one of these form events:
Before showing the form
After changing the value of custom field
Every time the form is updated
You can also enable the option to add history records for all changes that are made by scripts in the Events section.
The script action is an end-user facing action and we display an icon in the Actions panel that users can execute. A form can be displayed upon execution of this action which allows you to capture additional information from the user that can be used in the script.
See Scripts for more information.
Workflow enables you to customize these specific settings for this action type:
Clear all approvals
Select to delete all user approvals in a multi user approval action, after the action executes.
Feed Activity Description
Enter the activity description that will display to end users in the Activity column on a feed.
Note: The user's feed must be configured to include the Activity column in order for the description to display. These options are enabled by default.
Execute this Action Automatically
Select this option to enable automatic execution, when the case will change status.
Note: We do not display this option when the case does not change status. We also restrict you to one automatic action per status.
Message Shown After Action Execution
Enter a message that will display after the action is performed.
Next Action System ID
Enter the system ID of the action that executes automatically after the current action.
Style and Position