For each type of Automation task, users have to define an automation action. Every action, needed to be within a Step. Each Step can also have several automation actions.
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Automation Action are shared across the modules.
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We recommend that users who want to create an Action read and understand the different Action Types. |
How to Add an Automation Action
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2. Click on Automation > Action List. Page opens and all Actions are laid out.
3. Click New Action. Form opens.
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5. Select Action Type. Form refreshes depending on the type selected. Fields varies per type of action.
Please click Click to see Definition of Action Types.
6. Click SaveSubmit.
This action will now be listed under the Select Actions drop down on the Step section when creating an Automation Task. Please click to see Definition of Automation Types.
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3. Make necessary changes.
4. Click SaveSubmit.
If the Action name is changed, it will be reflected on all Automation Tasks referencing this Action.
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