Defining an Action

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. 

Actions are the components that makes Automating EmpowerCRM really powerful. The product comes with the most common types of Actions and a facility to create complex ones as well. Available Action types option depends on weather the Automation task is running on the UI or background.

Automation Action are shared across the modules.

Follow steps below to create and maintain an Automation Action:

	Action	Description
1.	Click Setup from the Module Tabs.
2.	Click on Automation > Automation Action from the Settings pane on the left.	Action List opens
3.A.	To Add an Action:
	Click New Action	Form opens
	Enter an Action Name
	Select Action Type Refer to Action Types section for detailed description.	Form refreshes depending on the type selected
	Populate the fields that are required for the Type of action that you selected.	Fields varies per type of action. Refer to Action Typessection for detailed description.
	Click on Save to save action.	This action will now be listed under the Select Actions dropdown on the Step section when creating an Automation Task
3.B.	To Edit an Action:
	Click Action name to open the specific action	Form opens
	Make necessary changes
	Click on Save to save action.
3.C.	To Delete an Action:
	Click Action name to open the specific action	Form opens
	Click on Delete to delete record.
	Click OK on the Proceed with Deletionprompt	List is refreshed and action is removed