Administration Guide


Actions are workflow steps initiated by the user. Actions are capable of applying templates, obtaining user input through pop-up forms or wizard pages, performing various operations, and sending e-mail notifications.

IMPORTANT: Actions are ready to use with the default settings, but you can hide certain Actions from the product’s interface. However, their behavior cannot be changed.

There are two types of interactive Actions:

  • Create Actions — These Actions are used to define how new objects are created and initialized. Every object must have at least one Create Action. If needed, you can have multiple Create Actions that would employ a different initialization logic based on the specific scenario.

  • Step Actions — These Actions are used on existing objects for the purpose of performing steps of a business process. These steps may be used to further an object's lifecycle or to perform general actions such as adding notes.