Defining Actions
Actions are available to be added to either a Flow Process Step or to a Flow Connector. The Action will be performed once the Rules you have added are satisfied.
Adding Actions Through Drag and Drop
Add Actions by dragging them on to a connector (the action will only happen if the flow goes down this path) or a Process step (the action will always happen regardless of where the flow goes next). All actions can have conditions so you can control the circumstances in which they are executed.
Access The Actions Menu
- Click the green expand button to open the Actions area.
Add An Action
- Drag the desired Action To A Process or Connector. In this example I have added the Send Email Action to my First Process.
Adding Actions Via Properties
Actions can also be added to Process Steps and Connectors via their Properties. All actions can have conditions so you can control the circumstances in which they are executed.
Access Rules Options
These options are available from the Flow Builder Canvas.
- Select the Process or Connector you wish to modify.
- Click on Rules / Actions in the bottom of the Properties area.
Add An Action
Click the green plus to add actions to the selected Process or Connector.
Set Action Properties
Depending on the Action you have added, a dialog box will appear for you to set the properties for this newly added action.
- Name Your Action.
- Add optional Execution Conditions to determine when this particular action will occur. Leaving Always checked will have this action complete each time.
- Complete other settings. These will vary based on the Action you have chosen to add.
- Save your Action.
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